Classification of customers by levels

[Syndicate_Admin]

Hello team, thank you for your time and help. I describe the case:

I have a table F_ALL ORDERS with all annual sales by rows. Each sale has a different Id (Name field), its amount (Total field), its date (Created at field) and the user ID that made it is your email (Email field). A user can have between 1 and n purchases and therefore appear from n rows.

I have a second table CALENDAR, to set date, month, year, etc ... as recommended in most courses and tutorials I have seen, in this case the date field is Date.

I have a third DAX MEASURES table, with all the measures such as Total amount of all purchases with the SUM function (total_revenue), number of customers with a DISTINCTION of the email field (total_clientes) and another that can be useful for revenue / customer (AV Revenue / Customer) among many other measures.

My intention is to set the percentage of customers depending on the time range you choose, using a filter with the Date field of the CALENDAR table, in 4 different levels:

LEVEL 1 > Total expenditure from 1 to 49 euros

LEVEL 2 > from 50 to 149

LEVEL 3 > from 150 to 299

LEVEL 4 > more than 300

Thank you very much for your help

[amitchandak · Accepted solution]

@Syndicate_Admin , if these are column values, You can create a new column using Switch

Switch( True(),

[expenditure] <49, "01 - 49",

[expenditure] <150, "50 - 149",

// Add others

)

In case expenditure is a measure, you need dynamic segmentation

Dynamic Segmentation Bucketing Binning
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1...

Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k