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Hi,
I was hoping someone will be able to help me with this issue.
I have a list of Clients and a list of the number of deals we have done with each client. I want to categorise these clients in to Bronze, Silver, Gold and Platinum tiers based on the number of deals.
I have created a conditional column as so:
For the most part this is working correctly, however, there is an issue where a client overall crosses one of these tiers, but deals have been done by two different teams meaning the value for each is below the threshold. For example see below:
Where we have done 11 deals with the highlighted client, they should be showing as Gold, however, these deals are split 6 & 5 across two teams and show it is showing as Silver
The team column is not present in this table so I would like this to be summarised to show Gold, but split to show Silver and Silver for each team when I add in the Team column.
Is there a way around this? any help would be much appreciated!
Thank you
Hi @mattb1990
You can refer to the following example:
Create a custom column in power query
if [Number of Runners] >= 5 and [Number of Runners] < 10 then "Silver" else if [Number of Runners] >= 10 and [Number of Runners] < 20 then "Gold" else if [Number of Runners] >= 20 then "Platinum" else "Bronze"
Output:
You need to put interval to the condition, such as [5,10] [10,20]
Best Regards!
Yolo Zhu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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