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mattb1990
Frequent Visitor

Conditional Column not quite correct

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:

mattb1990_0-1673603302719.png

 

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:

 

mattb1990_1-1673603482235.png

 

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 

 

 

 

2 REPLIES 2
Anonymous
Not applicable

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:

vxinruzhumsft_0-1673836677630.png

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.

 

 

serpiva64
Solution Sage
Solution Sage

Hi,

i think you have to create 2 tier

serpiva64_0-1673605814979.png

then it depends on your visualizations

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