Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
8 years ago

Dynamic customer segmentation by multiple criteria

Hello,

 

I'm on learning stage so sometimes I'm in stuck with my PBI problems. My current task is to create dynamic customer segmentation by volumes based on Date, Branch and Unit.

TOP10 customers are GOLD

TOP11-TOP20 are SILVER

TOP21... are BRONZE

 

All segmented data should be populated in separate tables. Once Date/Branch/Unit are changed, all tables should change to meet selected criteria.

 

Here is my window screeshot:

 

 

 

Thanks in advance!

 

ps. here is a TestFile

 

Need Help
Show and Tell

3 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    8 years ago

    Hi Anonymous

    You could upload your file to OneDrive for Bussniess and share the link here, but note you'd better not contain personal information in your pbix, just an simple example which can illustrate the problem.

     

    All segmented data should be populated in separate tables. 

    Does this mean there are many tables (dataset, not refer to a table visual)?

     

     

    Best Regards

    Maggie

    • Anonymous's avatar
      Anonymous
      Not applicable
      8 years ago

      Hi v-juanli-msft,

       

      Thanks for your feedback. I've uploaded a file into googledrive(no possibility to upload in OneDrive at the moment), please refer to a link in below of original message.

       

      "All segmented data should be populated in separate tables.

      Does this mean there are many tables (dataset, not refer to a table visual)?"

      • This means that I wish to populate segmented data in different tables according to segment. In my case there will be 3 tables: GOLD (Top10), SILVER(Top11-20) and BRONZE (Top21...)

      Tomas

       

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    7 years ago

    Hi Anonymous

    You could create a measure to define whether the volumes belongs to the level for each table.

    top10 = IF(MAX([Volumes])<=10,1,0)

11-20 = IF(MAX([Volumes])>10&&MAX([Volumes])<=20,1,0)

morethan21 = IF(MAX([Volumes])>=21,1,0)

    Then add the each measure the the Visual Level Filter, and set "show value when 1".

    [top10] measure->Top10 table

    [11-20]->Top11-20 table

    [morethan21]->Top21... table

     

     

    Then edit the interaction for the three table to make each not affect another by selecting "none" instead of "filter".

    The following picture is for Top 10 table, the same operation for the other two tables.

     

     

    Best Regards

    Maggie