Dynamically rank and group rows to show top-3 vs other

[artjomsf]

Hi all,

I have a table with data with sales per client per month, something simple like this:

Where I can achive ranking with RANKX.

Next I need: for each month to determine top-3 clients by "Amount" and compare see how much of total they do have, i.e. steps would be:

• Rank clients
• Sum top-3, sum all others
• Get relative value in %

In the end Im looking for output like this:

So far I could do just RANKX ranking that does work with clients and months:

 ClientRank = RANKX (ALL(clients[Client]), calculate(sum(clients[amount])))

 but now I am struggling with having them aggregated in two groups. Is there a way to achieve that?

Thanks!

[Greg_Deckler · Accepted solution]

@artjomsf Create a disconnected table using an Enter Data query that contains 2 rows. Top 3 and Others

Construct a measure like:

Measure =
  VAR __Category = MAX('DisconnectedTable'[Value])
  VAR __Table = ADDCOLUMNS(SUMMARIZE('clients',[Client],[Month],"amount",[amount]),"rank",[ClientRank])
  VAR __Top3 = FILTER(__Table,[rank]<=3)
  VAR __Others = FILTER(__Table,[rank]>3)
  VAR __Amount = IF(__Category = "Top-3",SUMX(__Top3,[amount]),SUMX(__Others,[amount]))
RETURN
  __Amount

[artjomsf]

@Greg_Deckler 

thanks a lot! That worked like charm! Just one more thing:

I have reworked that to match yearly instead of monthly data (which does not really matter), but I have calculation of total not right:

It shows Grand Total same as "Top-3" total. Could there be a solution to that?

[Greg_Deckler]

@artjomsf Ah yes, Measure Totals. This looks like a measure totals problem. Very common. See my post about it here: https://community.powerbi.com/t5/DAX-Commands-and-Tips/Dealing-with-Measure-Totals/td-p/63376

Also, this Quick Measure, Measure Totals, The Final Word should get you what you need:
https://community.powerbi.com/t5/Quick-Measures-Gallery/Measure-Totals-The-Final-Word/m-p/547907

[amitchandak]

@artjomsf , refer if this can help

https://www.proserveit.com/blog/ms-power-bi-topn-and-other

https://www.youtube.com/watch?v=UAnylK9bm1I