Cumulative sum

Hi everyone, I’m trying to implement a logic where I classify customers based on their cumulative contribution to total revenue. My goal is to: Classify a customer as "A" if their revenue contribu...

Need Help

Sahir_Maharaj

2 years ago

Hello Anonymous,

Can you please try the following:

1. Calculate the total revenue

TotalRevenue = 
SUM(RevenueTable[Revenue])

2. Calculate Each Customer's Contribution

RevenueContribution = 
DIVIDE(SUM(RevenueTable[Revenue]), [TotalRevenue])

3. Rank Customers by Revenue, then calculate the Cumulative Revenue

CustomerRank = 
RANKX(
    ALL(RevenueTable[Customer]),
    SUM(RevenueTable[Revenue]),
    ,
    DESC
)

CumulativeRevenue = 
VAR CurrentRank = [CustomerRank]
RETURN
CALCULATE(
    SUMX(
        FILTER(
            ALL(RevenueTable[Customer]),
            [CustomerRank] <= CurrentRank
        ),
        [RevenueContribution]
    )
)

4. Classify Customers

CustomerClassification = 
SWITCH(
    TRUE(),
    [CumulativeRevenue] <= 0.75, "A",
    [CumulativeRevenue] <= 0.85, "B",
    "C"
)

Hope this helps.

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