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viewSonic123
Frequent Visitor

Grouping records dynamically in matrix visual

Hi!

I'm trying to create a matrix that uses a measure that changes with a date slicer selection. Currently, I only have the matrix grouped by whatever the table calculated for the day. I want to get the matrix grouped by the date slicer selection.

 

Ex. 
These are the groups I'm trying to group under:
0-5 units

6-10 units

11+ units


These groups are the sums of the individual accounts. For example, an account can have multiple records; the sum will equal 25 units and therefore be grouped as 20-29 units. The table below shows an example of the data I'm using.

AccountUnitsCostDate
11101/1
23301/4
14701/6
12201/10
251001/15
1105001/26

 

Currently, if the user selects a slicer date of 1/11, they will get these results:

GroupAccountUnitsCost
0-5 units   
 2330
6-10 units   
11+ units   
 17100

 

But the result needs to look like this:

GroupAccountUnitsCost
0-5 units   
 2330
6-10 units   
 17100
11+ units   

 

The difference: Account 1 is grouped under 11+ units when it should be grouped under 6-10 units. The unit and cost metrics are measures that I'm using. The account is under the 'Group' row and can be drilled down on.

 

I'm thinking this is a case of grouping accounts dynamically. The problem is I don't know how that can be done. I've tried multiple solutions and can not figure it out.

 

Any help would be greatly appreciated! Thanks! 

2 REPLIES 2
amitchandak
Super User
Super User

@viewSonic123 , if unit is sum of unit or a measure then you need

 

then you need

 


Dynamic Segmentation Bucketing Binning
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1...


Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k

 

 

Else you can use a switch

a new column

= Switch(true() ,

[Unit]<5, "  0-5",

[Unit]<10, " 5-10",

// add other

"More than 10" )

 

 

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Will try these out and let you know. Thanks!

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