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Hi everyone, I'm basically a new Power BI user but Power BI has become an important part of my work 🙂
I have a FACT table of customers using banking products. This table contains 15 million rows dividing into several months, each month include approximately the same customers, their products, and their money balance in each product.
I'd like to put Customer Asset Bands in filters or slicers. The bands are something like < $1000; $1000-$2000; $2000-$3000; >$3000. This allows us to look into the demographic and behaviour etc. of customers with low net worth vs high net worth etc. Therefore, I've created a column named Customer Total Asset$ and Total Asset Band in my FACT table below that calculates and categorise the monthly total amount of asset each customer has. But this literally means I have created two entire columns on my FACT table which increase the size of the table significantly. If the customer has 10 products then the value in two columns would be repeated 10 times :((
I'd like to ask , if there is a better way to achieve the same result I am looking for? I only could think of creating another table that group the asset balances of each customer each month and then join this table with the main FACT table by customerID&MonthYear, but this does not seem to reduce the data that much ...
Thank you very much in advance!!!
Customer No | Banking Product | Customer Asset $ | Customer Total Asset $ | Customer Asset Bands | Month End |
Customer 1 | A | 200 | 500 | < $1000 | 31-May-24 |
Customer 1 | C | 300 | 500 | < $1000 | 31-May-24 |
Customer 2 | B | 1150 | 1150 | $1000-$2000 | 31-May-24 |
Customer 3 | B | 2600 | 2600 | $2000-$3000 | 31-May-24 |
Customer 1 | A | 5000 | 5300 | >$3000 | 30-Apr-24 |
Customer 1 | C | 300 | 5300 | >$3000 | 30-Apr-24 |
Customer 2 | B | 1100 | 1100 | $1000-$2000 | 30-Apr-24 |
Customer 3 | B | 2500 | 2500 | $2000-$3000 | 30-Apr-24 |
Solved! Go to Solution.
pls see if grouping and binning is a better solution for you.
Proud to be a Super User!
pls see if grouping and binning is a better solution for you.
Proud to be a Super User!