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dyee4613
Helper I
Helper I

Dynamic Grouping

I'm building a report that classifies people on income.  I've created a measure to sum up their wage and then a long if statement to classify what range the user falls into.  The issue is my report needs to look like this:

 Under 30Under 60Over 60
0-10,0005112
10,001-20,000135
20,001-30,0001 8

 

The problem is I'm not sure how to dynamically group the numbers so it will modify as the date changes.  Initially, I built a measure that calculates total wages and then created another measure to group them into each class.  However, I can not use the measure for the rows in my Matrix.  I tried to switch it to a calculated column but the calculated column will not change based on the date. 

 

Anyone have any ideas?  I was thinking a stand alone table with all my groupings and then referencing them with a measure would work but I'm not sure how to do that.

2 REPLIES 2
dax
Community Support
Community Support

Hi dyee4613,

I am not sure your data structure, you could refer to my design:

My sample

name month amount older
a 1 10 3
a 2 20 3
a 3 20 3
a 4 30 3
a 5 50 3
b 1 10 5
b 2 2 5
b 3 30 5
b 4 20 5
b 5 5 5
c 1 10 3
c 2 50 3
c 3 60 3
c 4 9 3
c 5 50 3
d 1 20 5
d 2 30 5
e 1 100 5
e 2 20 5
e 3 50 5

I create a column like below

 

category =
VAR temp =
    CALCULATE ( SUM ( 'sum'[amount] ), ALLEXCEPT ( 'sum', 'sum'[name] ) )
RETURN
    SWITCH (
        TRUE (),
        temp < 100, "<100",
        temp < 150, "100-150",
        temp < 200, "150-200",
        temp > 200, ">200"
    )

 

 

Then create a measure like below

Measure = CALCULATE(distinctCOUNT('sum'[name]), ALLEXCEPT('sum','sum'[older],'sum'[category]))

309.PNG

Best Regards,
Zoe Zhi

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

 

Ashish_Mathur
Super User
Super User

Hi,

Share data in a form that can be pasted in an Excel workbook.


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

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