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ugux's avatar
ugux
Frequent Visitor
5 years ago
Solved

Grouping data based on two level conditions

I have a Data modell, which works fine. Data table, Customers, products, dates…etc…Now I got a special request
They want to see a new kind of grouping, which have 2 levels.
1st - not all of customers will be grouped, just special ones.
2nd - we don't want to see all sales data by customer, only for special product types. So for example Customer 11 - just produt A and C, Customer 21 only Product B...  like in picture below

 

 

How Can I do this?

 

Final result would be : Customer_G1 - sum of sales for that 3 customers only the products types signed with "x"

 

Thank you

  • Hi, ugux 

    Thank you for sharing.

    Please check the link down below.

    It seems working. However, I am not quite convinced to myself whether it is the best solution or the worst solution. Because the measure is using Treatas function two times in the same measure.

    Please check whether it suits your real model.

     

    https://www.dropbox.com/s/vaf19ug4l029g17/ugux_v2.pbix?dl=0 

    Thank you.

     

    Hi, My name is Jihwan Kim.

     

    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

     

    Linkedin: linkedin.com/in/jihwankim1975/

    Twitter: twitter.com/Jihwan_JHKIM

9 Replies

  • ugux , you might have create a measure using switch

     

    like

    Switch ( True() ,

    max(product[product]) = "Product A" && max(Customer[Customer]) = "X" ,

    // Add others

    )

     

  • Hi, ugux 

    Please check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

    The lower three visuals are using the conditional calculated measure.

    The measures are in the sample pbix file.

     

     

     

    https://www.dropbox.com/s/67jt8i10aa0zi96/ugux.pbix?dl=0 

     

     

    Hi, My name is Jihwan Kim.

     

    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

     

    Linkedin: linkedin.com/in/jihwankim1975/

    Twitter: twitter.com/Jihwan_JHKIM

    • ugux's avatar
      ugux
      Frequent Visitor

      Hi Guys,

       

      Thank you for your support. I checked the pbix file, it would be fine, but I have 10 product type, and more than 300 Customers. So it should be dynamic somehow, we don't want to write 300 conditions into Switch.

      Is it helps, if I reshape my conditions table into normal table look instead of Matrix?

      I mean 3 columns like this:

      Groups | Customer Nr | Product Type

      ...

      ...

      Thank you

      • Jihwan_Kim's avatar
        Jihwan_Kim
        Super User

        Hi, ugux 

        I am not sure how your all other tables, other measures, and relationships with other tables look like.

        If you have more than 300 customers and 10 product types, and if the only problem is to solve this question, I definitely agree with you, and reshaping your fact table really helps a lot.

         

        Hi, My name is Jihwan Kim.

         

        If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

         

        Linkedin: linkedin.com/in/jihwankim1975/

        Twitter: twitter.com/Jihwan_JHKIM