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PauloRegado
Regular Visitor

Classification from dynamic data

Hello,

 

I have a project where i have to classify the employes based on the sales but i have to be able to filter the products and the classification has to change acordingly.

Lets say i have this table for the classification:

IntervalMinMax
Tier S100 
Tier A6099
Tier B2059
Tier C019

 

And some data from sales:

EmployeProductSales
JohnPaint20
EmilyPaper10
JohnPaper30
JackPaper10
Jack Paint50
JohnPaint30
RosePaper80
Rose Paint20

 

What i'm trying to achieve would be a table like this:

ClassificationNumber of Employes

IntervalNumber of Employes
Tier S1
Tier A2
Tier B0
Tier C1

And ideally be able to have a matrix that has a subrow level that let me see which employe belong to the Interval.

I need to be able to use a slicer to chose between the product Paint or paper or any other product that may appear and the classification of the employes should be recalculated using the product selected or the whole of his sales is none is selected.

 

I already tried to use a calculated column in a table for the employes but since the calculated column only update when the dataset is refreshed the slicer don't change the classification.

If i tried to use a measure with a switch to make a dax version of the table intervals i can't use the measure as the first column of my matrix.

Here is the link for the PBI files with the example data already loaded since i can't give the real data.

Example 

1 ACCEPTED SOLUTION

Thanks for the answer but the examples that you gave never let me see which customer belong to which category with a subrow for example here:

PauloRegado_0-1717353058711.png

I tried to see if the choosing a ctaegory the customer list updated but there is not changes in the results for example the category "2k - 5k" has 639986,56 sales but the customer list remains with the full total:

PauloRegado_1-1717353187505.png

I was trying to achieve something like this

PauloRegado_2-1717353396213.png

If i can't find a way to make it work i may need to go with your solution but i don't know if the client will accept

 

View solution in original post

6 REPLIES 6
Ashish_Mathur
Super User
Super User

Hi,

I have solved a similar problem in the attached PBI file.

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thanks for the answer but the examples that you gave never let me see which customer belong to which category with a subrow for example here:

PauloRegado_0-1717353058711.png

I tried to see if the choosing a ctaegory the customer list updated but there is not changes in the results for example the category "2k - 5k" has 639986,56 sales but the customer list remains with the full total:

PauloRegado_1-1717353187505.png

I was trying to achieve something like this

PauloRegado_2-1717353396213.png

If i can't find a way to make it work i may need to go with your solution but i don't know if the client will accept

 

It seems to work fine.

Ashish_Mathur_0-1717378935676.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Sorry i was using the wrong field, its exactly what i needed, i don't know if i will work with the other requirements but your example will greatly help me to at least have a starting point.

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Ritaf1983
Super User
Super User

Hi @PauloRegado 
This is a scenario of dynamic segmentation.

Please check the linked video:

https://www.youtube.com/watch?v=FDa0I3J3h-c

If this post helps, then please consider Accepting it as the solution to help the other members find it more quickly.

Regards,
Rita Fainshtein | Microsoft MVP
https://www.linkedin.com/in/rita-fainshtein/
Blog : https://www.madeiradata.com/profile/ritaf/profile

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