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Creating Threshold Buckets for Sum Total while using Date Slicer that can be used in Bar Chart
I have donation transactions that are grouped by an id with relationships built between transaction table, date table, id table. I want to find the sum of the transaction total that is dynamic to a date slicer. Standalone I have accomplished this:
Total Giving =
CALCULATE(
SUM('Financial Transactions'[Amount]),
ALLSELECTED('Date')
)
Works in isolation and then created a table with my category thresholds (example):
Giving Categories =
DATATABLE(
"Min", INTEGER,
"Max", INTEGER,
"Category", STRING,
{
{0, 500, "0 - 500"},
{501, 1000, "501 - 1000"},
{1001, 5000, "1001 - 5000"},
{5001, 9999999, "5001+"}
}
)
I have had some success in making this work within a table, but can't within bar chart. Here is an example of a Giving Category Measure that worked within table, but failed in bar chart due to Lookup:
Donation Category =
VAR TotalAmount = [Total Donations]
RETURN
LOOKUPVALUE(
CategoryTable[Category Name],
CategoryTable[MinAmount],
MAXX(
FILTER(CategoryTable,
TotalAmount >= CategoryTable[MinAmount] &&
TotalAmount <= CategoryTable[MaxAmount]
),
CategoryTable[MinAmount]
)
)
Issue: I either create a measure to pull the Total Giving and assign a category via table or within the measure itself and run into these issues:
- Can't add Measure to Bar Chart due to it not having the categorization
- Calculated column isnt dynamic to the date filter
Find myself going in cirlces. End goal is to have a bar chart with total (Count of Givingid's) on Y axis and Categories (0-500,501-1000, etc) as the x-axis that is dynamic to changing date range.
Solved! Go to Solution.
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@Ski034 have you looked at this blog/view on dynamic segmentation
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
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@Ski034 have you looked at this blog/view on dynamic segmentation
Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!
Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo
If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤
Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.
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This was really helpful and did get me a lot closer to what I am trying to accomplish :)! Thank you!

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