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DAX Help
Dear Experts,
- Pipeline table with columns: Prospect Client Name, Service Offering, Total Value Of Potential Sale.
- ClientSlicerTable (disconnected from the Pipeline table) used to select a single client.)
- Peer clients are filtered using a PeerFilter measure (same sector, excluding selected client) which is set to 1 based on the below measurePeerFilter =VAR _selectedClient = SELECTEDVALUE( ClientSlicerTable[Prospect Client Name] )VAR _selectedSector = CALCULATE(MAX( Pipeline[Client Sector] ),ALL( Pipeline ),Pipeline[Prospect Client Name] = _selectedClient)VAR _rowSector = MAX( Pipeline[Client Sector] )VAR _rowClient = MAX( Pipeline[Prospect Client Name] )RETURNIF( NOT ISBLANK(_selectedClient) &&_rowSector = _selectedSector &&_rowClient <> _selectedClient,1,0)I need to display the potential cross-selling value for peer clients who currently have no sales (blank or 0) for service offerings that the selected client already has. The goal is to identify where peers are missing offerings that the selected client provides, and estimate the potential value they could generate if they adopted those offerings
- to do that i have used the below measure CrossSellSales_Final =VAR _selectedClient = SELECTEDVALUE( ClientSlicerTable[Prospect Client Name] )VAR _currOffering = SELECTEDVALUE( Pipeline[Service Offering] )VAR _selectedHasOffer =CALCULATE(COUNTROWS( Pipeline ),REMOVEFILTERS( Pipeline[Prospect Client Name] ), -- ignore current peer filterPipeline[Prospect Client Name] = _selectedClient,Pipeline[Service Offering] = _currOffering)VAR _peerSales = [sales]VAR _baseResult =IF( ISBLANK( _selectedClient ), BLANK(),IF( _selectedHasOffer = 0, BLANK(),IF( NOT ISBLANK( _peerSales ), _peerSales, 0 )))RETURN_baseResult, this measure doesn't give me what i am looking for
in the above example Financial statemnt audit and Financial Statement review are the sales offerings for ANB capital but in peer Client table, i only want to see, if peer client doesn't have both or one of the offerings, their potential sales value should be picked from the first table of Selected clients.
I hope i was able to explain the requirement, might be a small dax fix in my current dax measure, would be great to get some support
Finally figured it out
CrossSell (Only fill from selected when peer blank) =
VAR SelectedClient = SELECTEDVALUE ( 'ClientSlicerTable'[Prospect Client Name] )
VAR RowClient = SELECTEDVALUE ( 'MatrixPeers'[Prospect Client Name] )
VAR CurrOffering = SELECTEDVALUE ( 'Pipeline'[Service Offering] )
RETURN
IF (
NOT ISINSCOPE('MatrixPeers'[Prospect Client Name]) || NOT ISINSCOPE('Pipeline'[Service Offering]),
BLANK(),
VAR SelectedSector =
CALCULATE ( MAX('Pipeline'[Client Sector]), REMOVEFILTERS('Pipeline'),
TREATAS({SelectedClient}, 'Pipeline'[Prospect Client Name]) )
VAR RowSector =
CALCULATE ( MAX('Pipeline'[Client Sector]), REMOVEFILTERS('Pipeline'),
TREATAS({RowClient}, 'Pipeline'[Prospect Client Name]) )
VAR PeerSales =
CALCULATE ( [sales], REMOVEFILTERS('Pipeline'),
TREATAS({RowClient}, 'Pipeline'[Prospect Client Name]),
TREATAS({CurrOffering}, 'Pipeline'[Service Offering]) )
VAR SelectedClientSalesForThisOffering =
CALCULATE ( [sales], REMOVEFILTERS('Pipeline'),
TREATAS({SelectedClient}, 'Pipeline'[Prospect Client Name]),
TREATAS({CurrOffering}, 'Pipeline'[Service Offering]) )
RETURN
IF (
RowClient = SelectedClient || RowSector <> SelectedSector || ISBLANK(SelectedSector),
BLANK(),
IF ( ISBLANK(PeerSales), SelectedClientSalesForThisOffering, BLANK() )
)
)
23 Replies
Hi vjnvinod,
It seems the issue is with the logic you are implementing,
Try below DAXs to fix this issue
Sales :=
SUM ( Pipeline[Total Value Of Potential Sale] )Selecting Client’s Sales for Current Offering
SelectedClient_Offering_Sales :=
VAR _selectedClient =
SELECTEDVALUE ( ClientSlicerTable[Prospect Client Name] )
VAR _currOffering =
SELECTEDVALUE ( Pipeline[Service Offering] )
RETURN
CALCULATE (
[Sales],
REMOVEFILTERS ( Pipeline[Prospect Client Name] ),
Pipeline[Prospect Client Name] = _selectedClient,
Pipeline[Service Offering] = _currOffering
)Finally calculate cross sell
CrossSellSales_Final :=
VAR _selectedClient =
SELECTEDVALUE ( ClientSlicerTable[Prospect Client Name] )VAR _peerSales =
[Sales]VAR _selectedClientSales =
[SelectedClient_Offering_Sales]RETURN
IF (
ISBLANK ( _selectedClient ),
BLANK(),-- Selected client does NOT have this offering → hide row
IF (
ISBLANK ( _selectedClientSales ) || _selectedClientSales = 0,
BLANK(),-- Peer HAS the offering → show actual peer sales
IF (
NOT ISBLANK ( _peerSales ) && _peerSales > 0,
_peerSales,-- Peer does NOT have it → show potential from selected client
_selectedClientSales
)
)
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Let’s keep building smarter solutions together!thank you, but unfortunately dax still doesn't work, for example in the below view for Peer client Abhudhabi Global market doesn't have sales in RI-Financial Crimes, so it should pick up the value from selected clients sales value from RI-Financial crimes, in this case $45K, so this $45K becomes potential cross selling opportunity?
Not sure if i am able to explain this
vjnvinod , Have two measures like below, use the second measure M2 with ClientSlicerTable or pipeline Prospect Client Name
M1 =
VAR _selectedClient = SELECTEDVALUE( ClientSlicerTable[Prospect Client Name] )
_tab = summarize(filter(Pipeline, Pipeline[Prospect Client Name] = _selectedClient ), Pipeline[Client Sector] )
return
Countrows(filter(Pipeline, Pipeline[Client Sector] in _tab))
M2 = Countx(values(ClientSlicerTable[Prospect Client Name]) , If(ISBLANK([M1]),[Prospect Client Name], blank()))or
M2 = Countx(values(Pipeline[Prospect Client Name] ) , If(ISBLANK([M1]),[Prospect Client Name], blank()))
If both tables are joined first one should work. Else try second M1
vjnvinod Hey,
I am taking some assumption for your requirement and creating dax based on that.Assumptions
- [Sales] = SUM of Pipeline[Total Value Of Potential Sale].
- Matrix: Rows = Pipeline[Prospect Client Name], Columns = Pipeline[Service Offering].
- Visual-level filter: PeerFilter = 1 (your existing measure).
Key measure (show selected client’s value when peer lacks the offering)
CrossSellPotential =
VAR SelectedClient = SELECTEDVALUE(ClientSlicerTable[Prospect Client Name])
VAR RowClient = MAX(Pipeline[Prospect Client Name])
VAR CurrOffering = SELECTEDVALUE(Pipeline[Service Offering])
VAR SelValue =
CALCULATE(
[Sales],
REMOVEFILTERS(Pipeline[Prospect Client Name]),
Pipeline[Prospect Client Name] = SelectedClient,
Pipeline[Service Offering] = CurrOffering
)
VAR PeerValue = [Sales]
RETURN
IF(
ISBLANK(SelectedClient) || RowClient = SelectedClient,
BLANK(),
IF( SelValue > 0 && (ISBLANK(PeerValue) || PeerValue = 0),
SelValue, -- potential = selected client’s value
BLANK() -- hide if peer already has the offering or selected lacks it
)
)Optional flag (to filter/highlight only gaps)
CrossSellFlag =
VAR SelectedClient = SELECTEDVALUE(ClientSlicerTable[Prospect Client Name])
VAR CurrOffering = SELECTEDVALUE(Pipeline[Service Offering])
VAR SelHas =
CALCULATE(
[Sales] <> 0,
REMOVEFILTERS(Pipeline[Prospect Client Name]),
Pipeline[Prospect Client Name] = SelectedClient,
Pipeline[Service Offering] = CurrOffering
)
VAR PeerHas = NOT ISBLANK([Sales]) && [Sales] <> 0
RETURN IF(SelHas && NOT PeerHas, 1, 0)How to use
- Put CrossSellPotential in Values.
- Keep PeerFilter = 1 on visual to show only peers.
- Optionally add a visual-level filter CrossSellFlag = 1 to show only gap cells.
Few more suggestion-
- If your [Sales] can have duplicates per offering, SelValue sums them; switch to MAX/AVERAGEX if needed.
- Ensure the client slicer is single-select; otherwise wrap logic with HASONEVALUE.
ThanksHaish K
If I resolve your issue. Kindly give kudos to this post and accept it as a solution so other can refer this.
Hi,
Could you share some dummy data set to work with and show the expected result. Share data in a format that can be pasted in an MS Excel file.
Hi vjnvinod ,
I just wanted to check if the issue has been resolved on your end, or if you require any further assistance, please provide the sample Pbix file. How to provide sample data in the Power BI Forum
You can refer the following link to upload the file to the community.
How to upload PBI in CommunityWe are available to support you and are committed to helping you reach a resolution.
Best Regards,
Chaithra E.HI vjnvinod ,
I just wanted to check if the issue has been resolved on your end, or if you require any further assistance. Please feel free to let us know and provide the sample data as mentioned in previous reply, we’re happy to help!
Thank you
Chaithra E.Re: Identifying Cross-Sell Opportunities in Matrix with Disconnected Table
Body:
Hello! This is a classic "Gap Analysis" requirement. The issue in your current measure is that _peerSales is returning BLANK for the gaps, and the logic isn't explicitly fetching the "Potential Value" from the Selected Client to fill that gap.
To achieve this, you need to calculate the value the Selected Client has for that specific offering and use that as the "Potential" value when the peer has no sales.
Try this updated measure:
CrossSellSales_Final =
VAR _selectedClient = SELECTEDVALUE( ClientSlicerTable[Prospect Client Name] )
VAR _currOffering = SELECTEDVALUE( Pipeline[Service Offering] )
-- 1. Get the value the Selected Client has for this offering
VAR _potentialValue =
CALCULATE(
SUM( Pipeline[Total Value Of Potential Sale] ),
REMOVEFILTERS( Pipeline[Prospect Client Name] ),
Pipeline[Prospect Client Name] = _selectedClient,
Pipeline[Service Offering] = _currOffering
)
-- 2. Check if the Peer Client in the current row has sales
VAR _peerSales = [sales]
-- 3. Logic: If Selected Client HAS it AND Peer DOES NOT have it, show Potential Value
RETURN
IF( ISBLANK(_selectedClient), BLANK(),
IF( _potentialValue > 0 && ISBLANK(_peerSales),
_potentialValue,
_peerSales
)
)
Why this works:
_potentialValue: Instead of just counting rows, we use SUM to get the actual dollar value from the Selected Client's record for that offering.
The IF Condition: It checks if _potentialValue exists (meaning the Selected Client uses this service) and if _peerSales is BLANK. If both are true, it "plugs the gap" with the potential value.
Note: Ensure your Matrix rows are Prospect Client Name (from the Pipeline table) and columns are Service Offering.
I hope this helps you identify those cross-sell opportunities! If this resolves your issue, please mark this post as an "Accepted Solution" to help others in the community. Happy New Year!
Best regards,
Vishwanath
that doesn't work either, it expands all my offerings on the 2nd table while i want to restrict the offerings of what being selected
Thank you for the feedback! I see what happened—the previous measure was returning a value for every offering in your database. To restrict the rows so you only see the offerings the Selected Client has, we need to add a filter check at the start of the measure.
Try this updated version:
CrossSellSales_Final =
VAR _selectedClient = SELECTEDVALUE( ClientSlicerTable[Prospect Client Name] )
VAR _currOffering = SELECTEDVALUE( Pipeline[Service Offering] )
-- 1. Check if the Selected Client actually has this offering
VAR _selectedHasOffer =
CALCULATE(
COUNTROWS( Pipeline ),
REMOVEFILTERS( Pipeline[Prospect Client Name] ),
Pipeline[Prospect Client Name] = _selectedClient,
Pipeline[Service Offering] = _currOffering
)
-- 2. Get the potential value from the Selected Client
VAR _potentialValue =
CALCULATE(
SUM( Pipeline[Total Value Of Potential Sale] ),
REMOVEFILTERS( Pipeline[Prospect Client Name] ),
Pipeline[Prospect Client Name] = _selectedClient,
Pipeline[Service Offering] = _currOffering
)
VAR _peerSales = [sales]
-- 3. Logic: Only show data IF the selected client has the offering
RETURN
IF( ISBLANK(_selectedClient) || _selectedHasOffer = 0,
BLANK(),
IF( ISBLANK(_peerSales), _po
tentialValue, _peerSales )
)
Why this fixes the "Expanding" issue:
The IF(_selectedHasOffer = 0, BLANK(), ...) part is the key. In Power BI, if a measure returns BLANK(), the Matrix automatically hides that row or column. By forcing a BLANK whenever the Selected Client doesn't own the offering, the 2nd table will shrink to match only the Selected Client's portfolio.
I hope this restricted view is exactly what you are looking for! If this resolves the expansion issue, please mark this as an "Accepted Solution."
Best regards,
Vishwanath
