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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Customer Analysis and Quote Tool

Hello. I am just learning DAX and have been using Excel for a while, and just starting to learn Power BI.

 

I am in the internet industry and have a table of my customers (lets call it 'Sales') that shows their current usage (in GB) and Charges by product type and region. I have created a calculated measure to get the current cost per GB, and I can drop that in a Visual and it will show the rate per GB by region, as well as total charges and usage by region. 

 

What I am trying to create is a dashboard that will show my customers potential savings if they commtted to a monthly volume of traffic. I have a table of discounted rates per region ('Rate Plans'), where you have a Plan ID, Region, Rate. I figure I could easily run some DAX to caclucate the current usage by region x the corresponding discounted rate in my table. However, there are times when I want to override the fixed rate in the table with a custom rate. 

 

It does not appear that I can just create a data entry field in Power BI with the rate I would like to offer and have that rate override the rates in the Rate Plan table. Seems like if I want to do that, I would need to create my tool in Excel.  My thought to do the same in Power BI is to create a DAX table or measure that applies a discount to the rate or adds to the rate in increments of $0.0001 and add this as a slicer or filter. It would have to run on each region idependently. So, one slicer or filter within a visual per region. 

 

Am I asking  too much of Power BI. Should I just try to do this in Excel?

4 Replies

  • v-lili6-msft's avatar
    v-lili6-msft
    Icon for Community Support rankCommunity Support

    hi  Anonymous 

    You could get it by What If parameters in power bi, then use it in a measure

    https://docs.microsoft.com/en-us/power-bi/transform-model/desktop-what-if

    https://radacad.com/power-bi-what-if-parameters

     

    and you could also import Dim Rate Plans table, then create  a [New Parameter measure] as below

    New Parameter measure = SELECTEDVALUE('Dim Rate Plans'[Rate]) 

    and use it in a measure too.

     

    Regards,

    Lin

  • Anonymous's avatar
    Anonymous
    Not applicable

    You should be able to use a parameter solve this where you are quoting on the fly. However, I would question the value of using powerBI over excel.

    • Anonymous's avatar
      Anonymous
      Not applicable

      Thanks. Could you expand on what you mean by value of Power BI over Excel?

      • Anonymous's avatar
        Anonymous
        Not applicable

        Sure. PowerBI is valuable to govern information, so if you are sharing this quoting tool, it is more robust way to share it vs excel.

         

        However, excel has a larger surface area to customize, but is harder to control & govern.