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cdawidow's avatar
cdawidow
Icon for Helper III rankHelper III
5 years ago
Solved

Segmenting Data based on 2 measures

hi guys, I have 2 measures Customer Sales Rank & Margin Rank.  Using the RANKX function, I attach a customer a rank for each of these measures. They work great, the problem I have is now I want to segment my customers into groups for example:

 

Core Customer : Sales Rank >=915 & Margin Rank >=915

Bad Customer :  Sales Rank <830 & Margin Rank <830

 

I want to create groups based on these MINS and MAXS to be used within the legend field of a scatter chart visual so we can visually see the segmentation.  Is there any way to do this without using a calculated column?

  • Hi,

     

    It's possible when you create a helper table with the value of the classes. You would then also create the measure below and filter your scatterplot on this measure by filtering our blanks. 

     

     

     

    ___ClassCheck = if(SELECTEDVALUE(Classes[Class]) = "Bad", COUNTROWS(FILTER(VALUES(Sales[Cust]),[___RankCustomer] <= 3)), COUNTROWS(FILTER(VALUES(Sales[Cust]),[___RankCustomer] > 3)))

     

     

    This works in my example, as seen here:

     

    In this video, you see how I create the visual from scratch.  

    Link to the file here

     

    Pls mark as a solution if so. Thumbs up for the effort are appreciated.

     

    Kind regards,

     

    Steve. 

2 Replies

  • stevedep's avatar
    stevedep
    Icon for Memorable Member rankMemorable Member

    Hi,

     

    It's possible when you create a helper table with the value of the classes. You would then also create the measure below and filter your scatterplot on this measure by filtering our blanks. 

     

     

     

    ___ClassCheck = if(SELECTEDVALUE(Classes[Class]) = "Bad", COUNTROWS(FILTER(VALUES(Sales[Cust]),[___RankCustomer] <= 3)), COUNTROWS(FILTER(VALUES(Sales[Cust]),[___RankCustomer] > 3)))

     

     

    This works in my example, as seen here:

     

    In this video, you see how I create the visual from scratch.  

    Link to the file here

     

    Pls mark as a solution if so. Thumbs up for the effort are appreciated.

     

    Kind regards,

     

    Steve.