Create varying category results based on a measure that calculates off of a slicer

[Anonymous]

Hi! I'm hoping someone can help me with this as I'm fairly new to PBI (and first time posting). Below top left is an example summary of a much larger table I have. I currently have a Customer Dashboard with all the usual data, but we also have a specific focus on Product. In addition to telling the customer their orders under a selected product group (slicer), we tell them what percent of their portfolio that is. To do this I created a measure that looks to the Product slicer for the numerator, but uses ALL on the denominator. After reviewing all customers for all product lines, categories of Gold, Silver, Bronze, and Below Threshold were created to say how a customer ranks among their peers. These rates differ by product (bottom left). What I now need to do is to have a table visual on the dashboard that shows the category results by year (bottom right). Fwiw, there are two other active slicers that will affect this visual called Period (01, 02, etc) and Market. As they have the same impact as the Customer slicer, I excluded them from the example table for space. I appreciate any help. Thanks!!

[Ritaf1983 · Accepted solution]

Hi @Anonymous 
It looks like you need to create a dynamic segmentation .

Please refer to the linked videos

https://www.youtube.com/watch?v=3BlTXhhbOro&t=10s

https://www.youtube.com/watch?v=QhUBmO14u0o&t=240s

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

[Ashish_Mathur · Accepted solution]

Hi,

I have solved a similar question in the attached file.

Hope this helps.

[Anonymous · Accepted solution]

Hi @Anonymous ,

Based on the information you have provided, you can follow these steps:

1.Create a category table and create relationships.

2.Create a measure

Category =

SWITCH (

    SELECTEDVALUE ( 'Table'[Product] ),

    "PVM",

        IF (

            'Table'[product rate] >= 0.05,

            "Gold",

            IF (

                'Table'[product rate] >= 0.035,

                "Silve",

                IF ( 'Table'[product rate] >= 0.02, "Bronze", "Below Threshold" )

            )

        ),

    "400 Series",

        IF (

            'Table'[product rate] >= 0.15,

            "Gold",

            IF (

                'Table'[product rate] >= 0.12,

                "Silve",

                IF ( 'Table'[product rate] >= 0.10, "Bronze", "Below Threshold" )

            )

        )

)

Final output:

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If it does not help, please provide more details with your desired out put and pbix file without privacy information.

^{Best Regards,}

^{Yifan Wang}

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

[Anonymous]

Thank you! I will try this out as soon as I get back to the office.

[Ashish_Mathur · Accepted solution]

Hi,

I have solved a similar question in the attached file.

Hope this helps.

[Anonymous]

Thank you! I will try this out as soon as I get back to the office.

[Ritaf1983 · Accepted solution]

Hi @Anonymous 
It looks like you need to create a dynamic segmentation .

Please refer to the linked videos

https://www.youtube.com/watch?v=3BlTXhhbOro&t=10s

https://www.youtube.com/watch?v=QhUBmO14u0o&t=240s

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

[Anonymous]

Thank you! I will try this out as soon as I get back to the office.