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I need to be able to set labels for Accounts based on various parameters
Examples
- if Revenue for the Account has grown YoY then it is "Growing" vs "Shrinking".
- if Gross Margin for an Account is +ve then "Profitable" vs "Lossmaking"
- If Gross Margin YoY is shrinking at a faster rate than Revenue YoY then label it as "Shrinking Account w/ GM shrinking faster"
and other similar labels based on other parameters.
I can achieve this by using simple calculated fields or by using the Static segmentation patters described here http://www.daxpatterns.com/static-segmentation/
However, I have an added complication. Any Account could be operating in say multiple regions. If a regional leader filters just his/her region then the segmentation/labeling should be based on the values for the Account for that region.
With static segmentation, this is not possible.
With the dynamic segmentation patters described here http://www.daxpatterns.com/dynamic-segmentation/ I can kind of achieve it but then I only get to see 1 measure in the pivot.
I can't see for example the Revenue, GM, GM% and say 10 other metrics of all our Shrinking Accounts. I can do that with static segmentation but then it doesn't satisfy the regional scenario.
Is there any other technique that can be used to achieve what I need?
Share us a simplified model and your expected result.
wrote:
Share us a simplified model and your expected result.
@v-chuncz-msft Here's a simplified model -> Download Link
I've explained the expected output in the file as well.
Not sure everything I'm expecting is possible so knowing about the closest options is ok too.
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