Bar charts based on customer purchasing patterns

[orana]

Hello,

I'm looking to create a 4 bar charts that are dependent on a customer's purchasing pattern in 2021 and 2020. I have two files. File 1 has customer's purchasing pattern across a plethora of products (names: a, b, c, d, e, f, g, h, i, etc.) in 2020 and 2021. File 2 assigns the manufacturer (AA or BB) per product name (a, b, c, etc.). File 2 is important as it list out products that are similar to each other, but manufactured by two different organizations. I've established a relationship between the two files via product name. This allows me to look at the purchasing patterns of customers based on the two different manufactures who make similar products. I have two columns with formulas and attached images of my data. 

Column 1: AA or BB = LOOKUPVALUE('Sheet2'[Mfg AA or BB],'Sheet2'[catalog number],'Sheet1'[Material#])

Column 2: TakingOver = if(CALCULATE(DISTINCTCOUNTNOBLANK('Sheet1'[AA or BB]),ALLEXCEPT(Sheet1,'Sheet1'[Enterprise Account Number]),'Sheet1'[FYTD Trace Units]>1)>1,"At Risk","Net New Accounts")

Bar chart 1 - will only show only customer names that have purchase products manufactured by BB in 2021 and 2020

Bar chart 2 - will show customer names where the number of units purchased from manufacturer AA in 2021 is >50% of the units purchased from manufacturer BB in 2020 and the number of units purchased from manufacturer BB in 2021 is <45% of the units purchased from manufacturer in 2020

Bar chart 3 - will show customer names where the number of units purchased from manufacturer AA in 2021 is >90% of the units purchased from manufacturer BB in 2020 and the number of units purchased from manufacturer BB in 2021 is <5% of the units purchased from manufacturer in 2020

bar chart 4 - will only show customers who have purchased product manufactured by AA in 2021 and 2020

Below is an image of my data. 

Power BI File 

Excel File 

[PaulDBrown]

Please provide actual sample data (not an image)

[orana]

Updated my post with the power bi file and excel file

[PaulDBrown]

Thanks for the sample files. When does the fiscal year end? Can you please create a mockup of the bar chart your are looking for in Excel and post here? I am not sure what the charts need to show.

[orana]

Sure. The bar chart will have FYTD Trace Units  on the x-axis and enterprise account names on the y-axis (see example image below)

The fiscal year starts in Oct. 2020 and ends Sept. 2021. In the excel file, there is a column for fiscal month-year so you could just use that.