Forum Discussion
Filter Fact Value Table by multiple cluster segmentation
Hello everyone
I have this problem:
to each negotiation I have to assign a "score", based on the value of negotiention (ex. 150) and the date of the negotiation;
if it is included in the cluster (from 500 to 2000 score 1.00 - July 01 2020), but the cluster is updated every 6 months and I must not lose the history.
I have to keep the history of the clusters by appending them, because
a negotiation of 1000 in the first half of 2021 is worth score = 1.00
a negotiation of 1000 in the second half of 2021 is worth score = 0.00
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If I did not have the cluster of the first semester all the negotiations would have as score = 1.00
IF I have only 1 cluster for all negotiation =
VAR VALQUO = Fact_negotiation[Value negotiation]
VAR VALCLUSTER = FILTER(CLUSTER_SME_CONV,
AND(CLUSTER[from] <= VALQUO, CLUSTER[to] >= VALQUO))
VAR Result= CALCULATE(DISTINCT( CLUSTER[Score]), VALCLUSTER)
return
Result
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I am trying to create a calculated column that assigns the score to each negotiation, taking into account the value and date of the negotiation.
(Format Date DAY / MONTH / YEAR)
Download:
Grazie a tutti
Paol ·
Thank you for the sample data. It really helps.
Ok, here is one way.
1) Create a Dimension table for the semesters with the function "New table" under Modeling in the ribbon using:
Dim Score Period = DISTINCT('Date Table'[Sem])2) Now set up the model as follows:
3) In the Cluster table, add a new index column using:
Index = VAR RNK = RANKX ( FILTER ( ALL ( ClusterTable ), ClusterTable[HY] = EARLIER ( ClusterTable[HY] ) ), [From], , DESC ) RETURN CALCULATE ( RNK, ALLEXCEPT ( ClusterTable, ClusterTable[HY], ClusterTable[From] ) )4) Create the following measures to calculate the score:
Sum Result = SUM(ClusterTable[From])Negotiation Value = SUM(FactTable[Value Negotiention])Factor = SUM(ClusterTable[Score])Score = IF ( ISINSCOPE ( 'Dim Score Period'[Sem] ), IF ( ISBLANK ( [Negotiation Value] ), BLANK (), SWITCH ( TRUE (), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 1 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 1 } ), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 2 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 2 } ), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 3 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 3 } ), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 5 } ) ) ) )Now create the visual using the Semester field from the Dimension Score Period, and the rest from the fact table & add the score measure to get:
If you prefer to have the Score as a column in the fact table, you can use:
Score Column = SWITCH ( TRUE (), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 1 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 1 } ), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 2 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 2 } ), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 3 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 3 } ), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 5 } ) )
Caveat: you will have to tweak the [Score] measure/column if you have more than 5 score values in a semesterI've attached a semaple PBIX file
3 Replies
Please share sample data (not an image) which you can paste from Excel into your post, or a PBIX file (which you can share the link via OneDrive, Deopbox....
HI, this here is the link (OneDrive), where there is an Excel file with two tables 1.Fact, 2.Cluster
I hope it works
Paolo
Thank you for the sample data. It really helps.
Ok, here is one way.
1) Create a Dimension table for the semesters with the function "New table" under Modeling in the ribbon using:
Dim Score Period = DISTINCT('Date Table'[Sem])2) Now set up the model as follows:
3) In the Cluster table, add a new index column using:
Index = VAR RNK = RANKX ( FILTER ( ALL ( ClusterTable ), ClusterTable[HY] = EARLIER ( ClusterTable[HY] ) ), [From], , DESC ) RETURN CALCULATE ( RNK, ALLEXCEPT ( ClusterTable, ClusterTable[HY], ClusterTable[From] ) )4) Create the following measures to calculate the score:
Sum Result = SUM(ClusterTable[From])Negotiation Value = SUM(FactTable[Value Negotiention])Factor = SUM(ClusterTable[Score])Score = IF ( ISINSCOPE ( 'Dim Score Period'[Sem] ), IF ( ISBLANK ( [Negotiation Value] ), BLANK (), SWITCH ( TRUE (), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 1 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 1 } ), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 2 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 2 } ), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 3 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 3 } ), [Negotiation Value] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 5 } ) ) ) )Now create the visual using the Semester field from the Dimension Score Period, and the rest from the fact table & add the score measure to get:
If you prefer to have the Score as a column in the fact table, you can use:
Score Column = SWITCH ( TRUE (), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 1 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 1 } ), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 2 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 2 } ), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 3 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 3 } ), FactTable[Value Negotiention] >= CALCULATE ( [Sum Result], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 4 } ), CALCULATE ( [Factor], ClusterTable[Index] IN { 5 } ) )
Caveat: you will have to tweak the [Score] measure/column if you have more than 5 score values in a semesterI've attached a semaple PBIX file
