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Anonymous
Not applicable

How would you approach this? Creating a reference for range of percentages

I have data which list out the cost / price / margin % of individual items. There is another reference table that list cost range for items to fall in and the targeted gross margin.

 

SOLUTION NEEDED:

1) To categorize cost of each item by bucketing to a certain cost range

2) Does it meet or exceed the target gross margin by creating an output of either "YES" or "NO".

 

How would you approach this scenario? I thought about creating IF statements but there are hundreds of items and I am unsure on how to build this out as either a DAX measure or calculated column.

 

Please see screenshots below.

 

Your expertise is greatly appreciated!

 

Table 1 = Sample data with cost / price / margin %

 

itemcostpricemargin%.png

 

 

Table 2 = Cost Range / Gross Margin % Target / Falls Within Target Margin?

 

CostGross MarginFall Within Target Margin?
$0.00 - $0.3983.30%Yes/No
$0.40 - $0.4983.30%Yes/No
$0.50 - $0.9981.80%Yes/No
$1.00 - $1.4980.00%Yes/No
$1.50 - $3.9977.78%Yes/No
$4.00 - $7.9975.00%Yes/No
$8.00 - $19.9971.00%Yes/No
$20.00 - $39.9966.67%Yes/No
$40.00 - $49.9963.64%Yes/No
$50.00 - $199.9960.00%Yes/No
$200.00 - $1,699.0055.00%Yes/No
$1,700.00 - $2,499.0053.00%Yes/No
$2,500.00 +50.00%Yes/No
1 ACCEPTED SOLUTION
mattbrice
Solution Sage
Solution Sage

You want to assign each Item in Table 1 to a band based on price which is specified in Table 2.   After assigned to a band, compare it to targe Gross Margin % target to determin if it meets goal.  There are a lot of articles out there explaining how to implement banding.  Here is one:

https://exceleratorbi.com.au/banding-in-dax/

View solution in original post

2 REPLIES 2
mattbrice
Solution Sage
Solution Sage

You want to assign each Item in Table 1 to a band based on price which is specified in Table 2.   After assigned to a band, compare it to targe Gross Margin % target to determin if it meets goal.  There are a lot of articles out there explaining how to implement banding.  Here is one:

https://exceleratorbi.com.au/banding-in-dax/

Anonymous
Not applicable

@mattbrice Thank you so much for your response! I was successful in creating the banding!

 

I am having a problem with creating the categorization of either "Yes" or "No". Essentially, I am comparing a measure from one table against the Target Gross Margin % of another table (which is a disconnected table). The hope is to generate an output of either "Yes" or "No" from the comparison.

Below is my DAX measure but I am getting an error "A table of multiple values was supplied where a single value was expected". Not sure on how else to go about this because I have tried to rework the syntax a few ways but am still getting the same result.

 

Any guidance will be greatly appreciated!

 

Target Gross Margin % =
IF(
    [Margin %_purch] >=
    FILTERS('Cost Gross Margin%'[Gross Margin]),
    "Yes", "No"
)

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