Creating a logical parameter with Summarize?

[Anonymous]

Hi,

I want to give customers a certain % of deduction if ALL the customers within that group meet a specific YoY (year over year) criteria of revenue growth.

So for example, the measure below:

I'm having trouble with this yellow part - I don't want each customer to get 18% if their individual YoY% is above 10% *but rather if all customers have a YoY% above 10%*, then the customer (and all others) should get min 18%...

So technically because the YoY% in 2022 was more than 10% (16% as you see below), there shouldn't be any 15% deductions (see red arrowed column).

Please what am I doing wrong?

Thanks,

Eyal

[Anonymous]

Hi @Ashish_Mathur,

Unfortunately, I cannot make this file anonymous it's very elaborate and would be difficult to do so.

As you can see in the below measure 'Deductions % per SchemeV2":

Deductions % per SchemeV2:=iferror(sumx(summarize(cust1,CUST1[Buying Group2]),

IF(calculate([YoY% XX],CUST1[Buying Group2]="Blue Vet")>0.1,0.18)),0)

Screenshot for your convenience-

See below that I have the 0.18 show up every time the YoY% is above 10% on a customer level. Can you help me understand what I need to change in the measure above so that 0.18 shows up all the time because the entire group is performing at *16%* (more than 10%)?

Thanks!

[Ashish_Mathur]

Hi,

What are the additional conditions of "Blue Vet" and "LL"?  When do the other discount % of 15%, 21% and 0% kick in?  Please explain in detail.  Also, share the link from where i can download your PBI file.

[Anonymous]

Hi @ashish the conditions are the ones I share in the measure which I present. Nothing else.

It's a group of 18 customers to which you can see each is growing at a certain YoY. The Condition I wish to be in place is only if all 18 grow at a YoY which is higher than 10% (see the measure) then they will get 18% deduction. There is also another condition relating to the LL which would come on top but that is individually based per customer. That one is working well as you can see... it's more about linking the accumalative YoY growth of all 18 customers which I'm struggling.

I cannot share the PBI unfortunately.

Thanks,

Eyal

[Ashish_Mathur]

Hi,

I will a file to work with.  Anonymise the data in your file and share the download link.