Measure as Category for Visuals

[sam_gift]

Hi, I have a requirement which I am not able to solve.

The requirement is.

From the above table, Calculating the "% of Revenue" is percentage of sum of revenue to the grand total Revenue.

measure "Margin Bracket" tells in which bucket does "% of Revenue" falls into.
I have to use "Margin Bracket" measue in X-axis, I will be using it for Clustered Column Chart and Matrix.

I have added the link of  the sample pbi file. Please help.
https://drive.google.com/file/d/1FamafchyS7EesRNazhbzGHjaGBRIsg6e/view?usp=drive_link

[v-zhangti · Accepted solution]

Hi, @sam_gift 

You can try the following methods.

New table = SUMMARIZE(Sheet1,Sheet1[Product],"Sum",SUM(Sheet1[Revenue]))

Column:

% = DIVIDE([Sum],SUMX(ALL('New table'),[Sum]))

New Margin Bracket = SWITCH(TRUE(),
                        [%]<0,"< 0%",
                        [%]<0.15,"0 - 15%",
                        [%]<0.30,"15 - 30%",
                        [%]<0.45,"30 - 45%",
                        [%]<0.60,"45 - 60%",
                        [%]>0.60,"> 60%"
)

The "New Margin Bracket" can be used as the X-axis.

Is this the result you expect? Please see the attached document.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[123abc]

Create a Measure for "% of Revenue": In Power BI, you can create a new measure to calculate the "% of Revenue." The formula might look something like this:

% of Revenue = SUM('YourTable'[Revenue]) / CALCULATE(SUM('YourTable'[Revenue]), ALL('YourTable'))

1. Replace 'YourTable' with the actual name of your table.

2. Create a Measure for "Margin Bracket": Since you already have a measure for "Margin Bracket," ensure it is correctly calculated based on the "% of Revenue." The formula might look like:

Margin Bracket =
SWITCH(
TRUE(),
[YourPercentageMeasure] >= 0 && [YourPercentageMeasure] < 0.2, "Bracket 1",
[YourPercentageMeasure] >= 0.2 && [YourPercentageMeasure] < 0.4, "Bracket 2",
-- Add more conditions as per your requirements
"Other"
)

1. Replace [YourPercentageMeasure] with the actual name of your "% of Revenue" measure.

2. Use "Margin Bracket" in Visualizations:

   • For Clustered Column Chart: Place "Margin Bracket" in the X-axis field well, and use other measures (like Revenue or % of Revenue) for the values.

   • For Matrix: Add "Margin Bracket" to the Rows or Columns field, and use other measures as needed.

Without the specific details or the sample file, I hope this general guidance helps you set up your visualizations in Power BI. If you encounter any issues or need further assistance, please provide more details or share the sample file for a more accurate solution.