cancel
Showing results for
Did you mean:
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.

 Account Units Cost Date 1 1 10 1/1 2 3 30 1/4 1 4 70 1/6 1 2 20 1/10 2 5 100 1/15 1 10 500 1/26

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

 Group Account Units Cost 0-5 units 2 3 30 6-10 units 11+ units 1 7 100

But the result needs to look like this:

 Group Account Units Cost 0-5 units 2 3 30 6-10 units 1 7 100 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
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",

"More than 10" )

!! Microsoft Fabric !!
Microsoft Power BI Learning Resources, 2023 !!
Learn Power BI - Full Course with Dec-2022, with Window, Index, Offset, 100+ Topics !!
Did I answer your question? Mark my post as a solution! Appreciate your Kudos !! Proud to be a Super User! !!
Frequent Visitor

Will try these out and let you know. Thanks!