Forum Discussion
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?
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
4 Replies
- v-lili6-msft
Community 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
- AnonymousNot 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.
- AnonymousNot applicable
Thanks. Could you expand on what you mean by value of Power BI over Excel?
- AnonymousNot 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.