AB Classification / Pareto Principle quad analysis

[PipSqueak]

I'm looking to create a quad analysis model which will filter by branch/region/company/date. It uses 2 dimensions (Products and Customers) and classed into 4 classifications AA, AB, BA, BB which uses the 80/20 pareto principle of each dimension. The following are the steps:

1) Cumulative Sales By Customer

2) Cumulative Sales By Products

3) Rank both in descending order

4) Customers which makes 80% of sales are classed as A, the remaining are classed as B

5) Products which makes 80% of sales are classed as A, the remaining are classed as B

6) Group by Customers and Products

7) Combine both classes based on groups

😎Preferably a scattergraph/quad chart that groups AA,AB,BA,BB.... if not a scattergraph, a card displaying the cumulative total of each quads for each filter.

Please let me know it's possible to make it dynamically filter? Or if not, are there other solutions out there that can do this? Links to pictures which hopefully will clear up what I'm trying to explain.

Paste Data: https://drive.google.com/file/d/1W9zyjZp4H8g6APW_-z3iP7k_FL8g2wok/view?usp=sharing
Product Rank: https://drive.google.com/file/d/1_u5-KkERlqh32I-eZ5hRJTvicwrCxc9K/view?usp=sharing
Customer Rank: https://drive.google.com/file/d/1biZRd8QKm4r1pnmkImH5chgL_c3pO5bc/view?usp=sharing

Output: https://drive.google.com/file/d/1HpO8a3toPEhBfZRNszHZiejX4DfT35rE/view?usp=sharing

Thanks

[mwegener]

Hi @PipSqueak ,

did you solve your problem?

If I answered your question, please mark my post as solution, this will also help others.

Please give Kudos for support.

[v-juanli-msft]

Hi @PipSqueak 

I have no access to the picture.

You could upload pictures directly here or upload pictures/files to OneDrive and share the link here.

Best Regards
Maggie

[PipSqueak]

@v-juanli-msft  @mwegener  Sorry peeps, I didn't realise my link share is not working. Paste DataCustomer RankProduct RankCustomer/Product AB Classification

[v-juanli-msft]

Hi @PipSqueak 

You could refer to these links:

https://exceleratorbi.com.au/pareto-analysis-in-power-bi/

https://community.powerbi.com/t5/Desktop/Pareto-80-20-calculation-for-items-making-up-80-of-Sales/td...

https://www.youtube.com/watch?v=m49G3PgspLE

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[PipSqueak]

Hi Maggie,

I've read those, but really I want to be able to rank the products/customers into their quads AA, AB, BA, BB. And I want to be able to filter them by branch/region/dates too. So that means each time a filter is chosen, the cumulative are calculated and the quads are re-arranged. Is this something I can do with DAX?

[mwegener]

Hi @PipSqueak ,

I think it is possible.

could you post reusable sample data? An Excel file or PBIX file would be great.

If I answered your question, please mark my post as solution, this will also help others.

Please give Kudos for support.

[mwegener]

Hi @PipSqueak ,

could you share some sample data for your model?

Please give Kudos for support.

[PipSqueak]

Hi,

I've provided the sample output in the links above. The last link shows all the information coming together.