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I need to dynamically categorize the customer if they have a certain amount $ of sales.
an active customer is a customer who has a purchase expiry date within the date filter.
The total sales measure calculates the sales per each customer:
Customer Sales = Calculate ( Sum(Line[Sales]) , ALLEXPECT(Customer Table, Customer Table[Customer ID]))Result for 2023 active customer
End users need to see how many customers have sales over XX amount. And they prefer to be able to change that XX.
I am thinking of numeric parameters:
Although the matrix doesn't accept the sales bound as a row because it is a measure!
To dynamically categorize customers based on their sales amount and show it in a matrix per sales bound and product:
1. Create a new table for the Sales Bound:
Sales Bound = GENERATESERIES(1000, 70000, 500)
2. Create a new measure for the Total Sales per Customer:
Total Sales = SUM(Line[Sales])
3. Create a new measure for the Sales Bound per Customer:
Sales Bound =
VAR CustomerSales = [Total Sales]
VAR VIPSalesBound = SELECTEDVALUE('Sales Bound'[Value])
CustomerSales >= VIPSalesBound, "Sales>= $" & FORMAT(VIPSalesBound, "#,##0"),
CustomerSales < VIPSalesBound, "Sales<$" & FORMAT(VIPSalesBound, "#,##0"))
4. Create a new matrix visual with fields:
This will show the number of customers or total sales for each sales bound and product combination.
5. Add a slicer for the VIP Sales Bound parameter table to allow end-users to select the sales bound value.
With these steps, you should be able to dynamically categorize customers based on their sales amount and show it in a matrix per sales bound and product.
Let me know if this works for you.
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