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Anonymous
Not applicable

Segmentation/Banding by sales Measure

Howdy,

I have a banding and segmentation issue id like advice on. I have searched the forums, youtube and google quite a bit but cant seem to get those solutions to work with my problem. 

 

Id like to dynamically bucket measure results together. I have done this statically with SQL and put that table in the model but the slicing ability that is now required dos not work with my solution. I need to be able to identify clients that have spent x amount sliced by salesperson, sales organization, etc. I have 2 measures that I am trying to use. 

 

2018 rev and 2019 rev - sum of invoiced amount by accounting year. 

 

I would like to be able to use those measures to identify the count of clients in each band - >5k, 5k-10k,10k-25k, 25k-50k, 50k-100k, 100k+ - and then be able to compare the change YoY. 

 

I have an image of a vizualization i created using the static way via sql here: https://ibb.co/R2m3L4R

Thats the hopeful result. 

 

My data is in one large table that is inovoice level granularity. I have a sample of the data and the ranges here: https://files.fm/u/at8c83x7

 

It seems like i need to create a measure that takes the measure as its calculated based on the context and bounce it off the table that has the ranges which is not a part of a relationship in the model. I just cant seem to get the dax correct. Any insight or guidance you could provide would be super helpful. Thanks in advance. 

2 REPLIES 2
Anonymous
Not applicable

First of all, please do not shoot yourself in the foot in the beginning and model your data correctly. You'll thank me later.

Secondly, what you want to do is not hard IFF YOU HAVE THE CORRECT MODEL (iff = if and only if). Currently, your model is... no model at all. Stuffing everything into one big table IS NOT the way Power BI and DAX have been designed to work. Please turn the data dump into a proper dimensional star schema design. Power BI and DAX are neither Excel nor SQL. It's a completely different paradigm and frame of mind.

Once you've got the correct model in front of you, the stuff you want to calculate will be almost too easy to write.

The already mentioned site with DAX patterns will help you build what you want. But first - A CORRECT MODEL.

Best
D
amitchandak
Super User
Super User

@Anonymous , check if this can help

https://www.daxpatterns.com/dynamic-segmentation/

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