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Anonymous
Not applicable

Customer Segmenting

Ok.  So I have a problem that should be easy to work through and still I am not able to do it.  I have been segmenting clients based on a variety of metrics to show how the GP % from that group has grown or declined over time.  The only way that I can't seem to segment is by total $ purchased in a givin year.  I am just looking to prove out my hypothisis which is that larger (over $500k per year) clients have declining GP % while smaller clients (under $500k) are more stable.  I pasted a sample dataset below.  I am sure that this has already been answered someplace so if someone can just point me in the right direction I would appretiate it.

 

 

 

ClientSignedBudgetCost
Client 16/7/2020$1.08$0.36
Client 19/3/2020$1.11$1.11
Client 19/3/2020$3.32$3.32
Client 19/3/2020$5.09$5.09
Client 112/5/2019$6.32$6.32
Client 17/22/2019$7.20$3.60
Client 18/30/2018$10.46$10.46
Client 19/3/2020$20.08$20.08
Client 16/30/2021$21.50$21.50
Client 19/3/2020$22.03$22.03
Client 19/3/2020$33.39$33.39
Client 19/3/2020$35.86$35.86
Client 19/3/2020$44.04$44.04
Client 19/3/2020$58.09$58.09
Client 16/30/2021$64.13$64.13
Client 16/30/2021$115.72$115.72
Client 19/3/2020$122.63$121.17
Client 19/3/2020$125.54$125.54
Client 16/30/2021$128.27$128.27
Client 19/3/2020$137.86$137.86
Client 29/3/2020$146.71$143.79
Client 26/30/2021$148.05$148.05
Client 29/3/2020$170.52$170.52
Client 27/22/2019$172.23$57.41
Client 29/3/2020$185.96$185.96
Client 26/30/2021$189.49$189.49
Client 25/8/2019$206.22$206.22
Client 27/2/2019$209.01$69.67
Client 26/30/2021$229.28$229.28
Client 212/5/2019$233.99$233.99
Client 27/2/2020$241.49$118
Client 26/30/2021$251.95$251.95
Client 27/2/2019$264.81$88.27
Client 26/30/2021$267$89
Client 29/3/2020$267.25$236.43
Client 28/30/2018$273.43$273.43
Client 28/30/2018$294.82$294.82
Client 28/30/2018$296.74$296.74
Client 28/30/2018$298.41$298.41
Client 28/30/2018$299.48$299.48
Client 21/27/2020$303.03$303.03
Client 27/2/2020$303.24$100.98
Client 28/30/2018$303.37$303.37
Client 27/2/2019$304.56$101.52
Client 37/2/2020$304.71$101.47
Client 38/30/2018$307.09$307.09
Client 38/30/2018$307.96$307.96
Client 38/30/2018$308.01$308.01
Client 37/2/2020$318.56$106.08
Client 37/2/2020$319.13$106.27
Client 37/2/2020$320.45$106.71
Client 37/2/2020$325.20$108.40
Client 37/2/2019$329.01$109.67
Client 37/2/2020$330$107.82
Client 37/2/2020$330$108.01
Client 37/2/2020$330$109.01
Client 37/2/2020$332.37$110.79
Client 36/30/2021$334.38$111.46
Client 37/2/2020$334.65$111.55
Client 39/3/2020$336.56$341.29
Client 37/2/2020$339.66$111.54
Client 37/2/2020$340$113.22
Client 37/22/2019$342.59$113.83
Client 37/22/2019$342.59$113.92
Client 37/22/2019$342.59$114.19
Client 37/2/2020$343.38$114.46
Client 37/2/2020$346.92$115.64
Client 37/2/2019$348.96$116.32
Client 37/2/2019$349.32$116.44
Client 39/3/2020$353.71$353.71
Client 37/2/2020$358.83$119.61
Client 37/2/2020$359.94$119.98
Client 39/3/2020$360.42$360.42
Client 36/30/2021$365.62$121.87
Client 37/2/2020$377.12$123.43
Client 37/2/2020$377.13$125.05
1 ACCEPTED SOLUTION

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

6 REPLIES 6
Ashish_Mathur
Super User
Super User

Hi,

How do you propose to visualise this.  So in a simple matrix visual, on the row labels there will be 2 rows - <=500K and >=500K.  What do you want to see in the column labels of the matrix visual?  Please show the expected result clearly.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

I am thinking matrix but I would also like to be able to use the segments as a slicer.  The matrix would look like this:  

Carnegie_0-1631273312868.png

 

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

Thanks!!

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
ryan_mayu
Super User
Super User

@Anonymous 

could you pls also provide the expected output and the calculation logic?





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