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Anonymous
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6 years ago

Dynamic Groups based on Dollar Amount

Hi,

 

This is a follow up question to a previous question I've asked (that has already been answered).

 

I have an excel table 'Claim Data' I'm bringing in to Power BI.  The table has medical claim data.  The two fields that apply to my question here are [Plan Payment Amount] and [Claim Serial Number].  Each [Claim Serial Number] can populate numerous times in this table (meaning a customer could have gone to the same doctor for the same cold multiple times and it would have been logged with the same [Claim Serial Number] because it was for the same issue).  Each instance (row) of the [Claim Serial Number] is also populated with a [Plan Payment Amunt].  For example:

 

Claim Serial Number     Plan Payment Amount

0077                              $1.00

0077                              $3.00

0077                              $10.00

0050                              $150.00

0077                              $10.00

0030                              $25.00

 

My current question is.  How can I go about creating a dynamic [Plan Payment Amount] group?  I know Power BI has the option/ability to create a Group based on dollar amounts...but this is limited in that the user either has to specify how many Groups to create (and this can create strange dollar amount buckets)...or the user has to manually create each bucket and then manually drag each dollar amount/instance in to each group.

 

There are two issues with both of these methods for my situation.  For one, the groups I need to create are as follows:

Group A: $0 to $499

Group B:  $500 to $999

Group C:  $1000 to $2499

Group 😧  $2500 to $4999

Group E:  $5000 to $9999

Group F:  $10000 to $14999

Group G:  $15000 to $19999

Group H:  $20000 to $39999

Group I:  $40000+

 

So, I need to create 9 groups, but because each group can be a different size, the "Number of Groups" useability won't work. 

 

Also, for my situation, each [Claim Serial Number] can (and often does) populate more than once (as the example above represents).  I'd like to first sum together each [Claim Serial Number] accordingly first...and then have these totals Grouped in to the dynamic groups that I'm trying to create.

 

This is going to be a template as well...so the excel sheet I'm bringing in will be constantly updated.  Here is a photo of my current relationships.

 

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