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alisoroush7
Helper I
Helper I

categorize customer

hi guys,

i have data like the below table

customerdatesale
x07/18/202223,000 $
y07/15/202253,000 $
z07/10/202236,000 $
x02/22/202210,000 $
z05/17/202223,000 $

 

i have 2 rule that i want to implement it:

if total sale of a customer is less than 55,000 $ then label it as A

else label it as B

and finally i want to have a chart that shows me how many percent of my customers is labeled as A and B

how can i achieve this?

thanks.

1 ACCEPTED SOLUTION

@alisoroush7, yes it's possible. 
Please don't forget to accept the solution and will appreciate your Kudos on my solutions 🙂
Here is a link to download the file with the updated solution:
categorize customer 2022-07-20.pbix

View solution in original post

3 REPLIES 3
SpartaBI
Community Champion
Community Champion

@alisoroush7 
Here is a link to download the file with the solution:
categorize customer 2022-07-20.pbix


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thank you for your respons. with this code my request has been satisfied 80%.

i have another issue. the issue is that i have a date filter. for example month. when i filter my dashboard in a specific month, i want that code to consider only the chosen month data and label the customer based on a chosen month. for example it is possible that one customer is labeled A in July but it is labeled B in March.

@alisoroush7, yes it's possible. 
Please don't forget to accept the solution and will appreciate your Kudos on my solutions 🙂
Here is a link to download the file with the updated solution:
categorize customer 2022-07-20.pbix

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