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leolapa_br
Resolver I
Resolver I

Make matrix visual to show only customers with sales that meet a threshold amount set by a slicer

Say I have a simple model with a 'Sales' fact table with thousands of rows, and from such fact table I wrote the following measure:

 

Total sales by customer = SUMX( Sales, Sales[Price] * Sales[Quantity] )

 

And then I produced the matrix visual below sorted in descending order by total sales amount:

 

leolapa_br_0-1723751180927.png

 

What I need is after setting up a single-value slicer (which I already did via New parameter → Numeric range), dynamically update the matrix so it only shows those customers whose total sales meet the threshold set by the slicer.

 

Below I graphically show the transition from the original matrix visual (left) to how it should look like (right):

 

leolapa_br_1-1723751600797.png

 

Say I change the threshold amount to $30,000, now the matrix should dynamically change and look like the following:

 

leolapa_br_2-1723751689832.png

 

The highlighting part should be no big of a deal as conditional formatting should take care of that part, but I anticipate challenges to attend the following requirements:

  1. Remove the customers below the threshold (I guess some measure using TOPN might deal with that?).
  2. Create an additional "Others" row that sums up all customers below the threshold (and as a bonus feature, dynamically display the total number of customers under such status).
  3. Also display the overall total number of customers next to "Total".
  4. And then add an additional row at the very bottom that shows the total number of customers that meet the threshold and the sum of total sales (and also highlight this row to visually indicate its purpose).

Any help is greatly appreciated. If I can get past the 1st requirement I would already be a happy camper...

2 ACCEPTED SOLUTIONS
jgeddes
Super User
Super User

You cannot get the exact result you are looking for in the totals of a matrix or table visual. You can get something similar using cards. I have attached a basic example file. 
Hope this helps.

jgeddes_0-1723755041101.png

 





Did I answer your question? Mark my post as a solution!

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View solution in original post

Thanks for your efforts @jgeddes, much appreciated!

 

This for sure will help me with requirements 3. and 4. provided some compromises and adaptation will be needed to the originally designed solution.

 

As for requirements 1. and 2. I came across this excelent video by SQL BI's Alberto Ferrari that takes care of them: Filter top 3 products with a row for others using DAX in Power BI - SQLBI.

 

Thanks!

View solution in original post

3 REPLIES 3
Anonymous
Not applicable

Hi @leolapa_br ,

Is your problem solved? If so, please mark jgeddes's answer as the solution. If not, you are welcome to continue asking questions.

 

Best Regards,
Wenbin Zhou

jgeddes
Super User
Super User

You cannot get the exact result you are looking for in the totals of a matrix or table visual. You can get something similar using cards. I have attached a basic example file. 
Hope this helps.

jgeddes_0-1723755041101.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!





Thanks for your efforts @jgeddes, much appreciated!

 

This for sure will help me with requirements 3. and 4. provided some compromises and adaptation will be needed to the originally designed solution.

 

As for requirements 1. and 2. I came across this excelent video by SQL BI's Alberto Ferrari that takes care of them: Filter top 3 products with a row for others using DAX in Power BI - SQLBI.

 

Thanks!

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