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Hidde
Helper I
Helper I

Creating segments of customers based on multiple rows & values

‎03-22-2018 06:22 AM

Hi,

 

I have rows of invoices, so lets say for 1 customer there are 4 invoices with a text description:

 

1. Standard module 1
2. Premium module 1

3. Standard module 2

4. Premium module 2

 

I want to check whether in the current month a customer has at least one premium module. IF so, then the client is a premium client this month. So I need the check this for every client in one month.

 

I am a bit stuck because dynamic segmentation only looks at numbers, not at text. Could anyone give a hint?

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Anonymous
Not applicable
In response to Hidde

‎03-29-2018 02:30 AM

Hi @Hidde,

 

You can use below measure to check premium status.

 

Is premium =
SEARCH (
    "Premium",
    CONCATENATEX ( ALLSELECTED ( Table1[Module] ), [Module], "," ),
    1,
    0
)
    > 0

1.PNG

 

Regards,

Xiaoxin Sheng

View solution in original post

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Hidde
Helper I
Helper I
In response to Anonymous

‎04-10-2018 07:47 AM

Thanks I managed to solve it this way:

 

if(search("Premium",Table1[Modules],,0)>0,,1,,blank())

View solution in original post

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Anonymous
Not applicable

‎03-22-2018 10:27 PM

HI @Hidde,

 

Can you please share some sample data? I'm not so clarify for your data structure.

 

Regards,

Xiaoxin Sheng

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Hidde
Helper I
Helper I
In response to Anonymous

‎03-23-2018 03:31 AM

https://omniaretail-my.sharepoint.com/:x:/p/hidde/ESkcr7QyCkBDug7dck9LctEBG3tbDIbxVgD1riMgsWEf5A?e=T...

 

In this file you can see the desired outcome and sample data.

 

So for every month & customer I need to check whether at least 1 Premium Module was invoiced...

Message 6 of 8
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Anonymous
Not applicable
In response to Hidde

‎03-29-2018 02:30 AM

Hi @Hidde,

 

You can use below measure to check premium status.

 

Is premium =
SEARCH (
    "Premium",
    CONCATENATEX ( ALLSELECTED ( Table1[Module] ), [Module], "," ),
    1,
    0
)
    > 0

1.PNG

 

Regards,

Xiaoxin Sheng

Message 7 of 8
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Hidde
Helper I
Helper I
In response to Anonymous

‎04-10-2018 07:47 AM

Thanks I managed to solve it this way:

 

if(search("Premium",Table1[Modules],,0)>0,,1,,blank())

Message 8 of 8
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Hidde
Helper I
Helper I
In response to Anonymous

‎03-23-2018 03:29 AM
YearPeriodCustomer_nameInvoicenumberModuleDesired outcome
20181Client 113-104223Standard module 1Premium client
20181Client 113-104223Premium module 2Premium client
20181Client 113-104223Premium module 1Premium client
20181Client 113-104223Standard module 2Premium client
20181Client 113-104292Extra modulePremium client
20181Client 113-104292Standard module 2Premium client
20181Client 113-104368Standard module 1Premium client
20181Client 113-104368Premium module 2Premium client
20181Client 113-104368Premium module 1Premium client
20181Client 113-104368Standard module 2Premium client
20181Client 213-104223Standard module 1Standard client
20181Client 213-104223Standard module 2Standard client
20181Client 213-104292Extra moduleStandard client
20181Client 213-104292Standard module 2Standard client
20181Client 213-104368Standard module 1Standard client
20181Client 213-104368Standard module 2Standard client
20182Client 113-104223Standard module 1Premium client
20182Client 113-104223Premium module 2Premium client
20182Client 113-104223Premium module 1Premium client
20182Client 113-104223Standard module 2Premium client
20182Client 113-104292Extra modulePremium client
20182Client 113-104292Standard module 2Premium client
20182Client 113-104368Standard module 1Premium client
20182Client 113-104368Premium module 2Premium client
20182Client 113-104368Premium module 1Premium client
20182Client 113-104368Standard module 2Premium client
20182Client 213-104223Standard module 1Premium client
20182Client 213-104223Standard module 2Premium client
20182Client 213-104292Extra modulePremium client
20182Client 213-104292Standard module 2Premium client
20182Client 213-104368Standard module 1Premium client
20182Client 213-104368Premium module 2Premium client
Message 5 of 8
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Hidde
Helper I
Helper I
In response to Anonymous

‎03-23-2018 03:27 AM
YearPeriodCustomer_nameInvoicenumberModuleDesired outcome
20181Client 113-104223Standard module 1Premium client
20181Client 113-104223Premium module 2Premium client
20181Client 113-104223Premium module 1Premium client
20181Client 113-104223Standard module 2Premium client
20181Client 113-104292Extra modulePremium client
20181Client 113-104292Standard module 2Premium client
20181Client 113-104368Standard module 1Premium client
20181Client 113-104368Premium module 2Premium client
20181Client 113-104368Premium module 1Premium client
20181Client 113-104368Standard module 2Premium client
20181Client 213-104223Standard module 1Standard client
20181Client 213-104223Standard module 2Standard client
20181Client 213-104292Extra moduleStandard client
20181Client 213-104292Standard module 2Standard client
20181Client 213-104368Standard module 1Standard client
20181Client 213-104368Standard module 2Standard client
20182Client 113-104223Standard module 1Premium client
20182Client 113-104223Premium module 2Premium client
20182Client 113-104223Premium module 1Premium client
20182Client 113-104223Standard module 2Premium client
20182Client 113-104292Extra modulePremium client
20182Client 113-104292Standard module 2Premium client
20182Client 113-104368Standard module 1Premium client
20182Client 113-104368Premium module 2Premium client
20182Client 113-104368Premium module 1Premium client
20182Client 113-104368Standard module 2Premium client
20182Client 213-104223Standard module 1Premium client
20182Client 213-104223Standard module 2Premium client
20182Client 213-104292Extra modulePremium client
20182Client 213-104292Standard module 2Premium client
20182Client 213-104368Standard module 1Premium client
20182Client 213-104368Premium module 2Premium client
Message 4 of 8
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Hidde
Helper I
Helper I
In response to Anonymous

‎03-23-2018 02:39 AM

 

 So for every month and every customer the formula needs to check if there is at least one invoice with a "premium" module.

 

Thanks for your help already.

 

YearPeriodeRelatienaamInvoicenumberModuleDesired outcome
20181Client 113-104223Standard module 1Premium client
20181Client 113-104223Premium module 2Premium client
20181Client 113-104223Premium module 1Premium client
20181Client 113-104223Standard module 2Premium client
20181Client 113-104292Extra modulePremium client
20181Client 113-104292Standard module 2Premium client
20181Client 113-104368Standard module 1Premium client
20181Client 113-104368Premium module 2Premium client
20181Client 113-104368Premium module 1Premium client
20181Client 113-104368Standard module 2Premium client
20181Client 213-104223Standard module 1Standard client
20181Client 213-104223Standard module 2Standard client
20181Client 213-104292Extra moduleStandard client
20181Client 213-104292Standard module 2Standard client
20181Client 213-104368Standard module 1Standard client
20181Client 213-104368Standard module 2Standard client
20181Client 113-104223Standard module 1Premium client
20181Client 113-104223Premium module 2Premium client
20181Client 113-104223Premium module 1Premium client
20181Client 113-104223Standard module 2Premium client
20181Client 113-104292Extra modulePremium client
20181Client 113-104292Standard module 2Premium client
20181Client 113-104368Standard module 1Premium client
20181Client 113-104368Premium module 2Premium client
20181Client 113-104368Premium module 1Premium client
20181Client 113-104368Standard module 2Premium client
20181Client 213-104223Standard module 1Premium client
20181Client 213-104223Standard module 2Premium client
20181Client 213-104292Extra modulePremium client
20181Client 213-104292Standard module 2Premium client
20181Client 213-104368Standard module 1Premium client
Message 3 of 8
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