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Anonymous's avatar
Anonymous
Not applicable
8 years ago
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Categorize and label data based on a range

Hi, I would like to categorize customers by their annual revenue using a definition in a separate table. I assume it’s best done with a calculated column.   I use following formula now. =IF(AllA...
  • Anonymous's avatar
    Anonymous
    8 years ago

    Anonymous,

    Create the AccountType column using DAX below in the AllAccounts table.

    Account Type = CALCULATE(FIRSTNONBLANK(relatetable[Account type],relatetable[Account type]),FILTER(relatetable,relatetable[Lower cut-off]<=AllAccounts[Revenue of customer group]&&relatetable[Upper cut-off]>=AllAccounts[Revenue of customer group]))




    Regards,
    Lydia

  • Ashish_Mathur's avatar
    8 years ago

    Hi,

     

    Write this calculated column formula in the Data Table

     

    =CALCULATE(FIRSTNONBLANK(limits[Account Type],1),FILTER(limits,limits[Lower cut-off]<=EARLIER(Data[Revenue of Customer Group])&&limits[Upper cut-off]>=EARLIER(Data[Revenue of Customer Group])))

     

    Hope this helps.

  • Anonymous's avatar
    Anonymous
    8 years ago

    Works! Now I need to find out why it works.

    Many thanks, Lydia