How to calculate coverage rate

[Anonymous]

I might be thinking the wrong way. I would appreciate your help. Basically, I have a list of visits (Interactions) with clients we have met. The clients have a classification (ClientClassification). I want to know how many type High clients we have met, not total interactions. My plan is to count unique customer IDs. 

Then, I want to know the percentage covered vs the universe in each classification. I have calculated the universe for each classification already.

My ideal visualization would be a doughnut where I show how many we are missing. but there might be a better way to get this. Any suggestions?

My initial plan was to first make a calculation to extract how many "High" clients have been visited.  This is what I wrote: MetTier1 = CALCULATE(DISTINCTCOUNT(' Interactions'[customer ID]), FILTER('Interactions','Interactions[ClientClassification]="High")), but it only more less works when I use "High", it shows more than the actual number when I filter in the list, and comes up empty for other classifications - 

Am I all wrong? how would you solve this? thanks!

[Anonymous · Accepted solution]

Hi @Anonymous ,

For future reference, if you want to count the number of unique customer IDs for each client classification, you can use the following DAX formula:

UniqueCustomers = CALCULATE(DISTINCTCOUNT('Interactions'[customer ID]), ALLEXCEPT('Interactions', 'Interactions'[ClientClassification]))

This formula will count the number of unique customer IDs for each client classification, regardless of the filter context.

To calculate the percentage covered vs the universe in each classification, you can use the following DAX formula:

Coverage = DIVIDE([UniqueCustomers], 'Classification'[totalTier1])

As for the visualization, a doughnut chart is a good option to show the percentage covered vs the universe. However, you might also want to consider using a stacked column chart to show the total number of unique customers for each client classification, with the percentage covered vs the universe as a data label.

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly. 

[Anonymous]

Ok, some how the calculation seems to work now (I did nothing, just closed the app and went to have lunch). I could now create a new calculation CoverageHigh=

divide('Interactions'[MetTier1],'Classification'[totalTier1])

What is the best way to show how much we are missing? I am using a table just to visualize the numbers, but what would you suggest is the best visualization? Never mind, Gauge I guess. I think I answered all my questions myself; although, feel free to share better ways.