Forum Discussion
Issues with Creating a Cohort Group (using a calculated column)
Hello Community - I have created the following calculated column. In general, this works fine however: If I have a table with the Opportunity Name (and not the opportunity id) you will see below that I get values that do not match the switch conditions.
This is because there are duplicate Opportunity Names, each with their own "tech amount converted" value (this is the opp value). These are actually unique opportunities, as evidenced by the unique opportunity IDs in the other example...and when this field is added, the cohort formula works perfectly.
So my question is: Can I modify this calculated column so that it works without needing to have the opportunity ID in the table? Or do I perhaps need to concatenate the Opportunity Name and the ID and somehow have the calculated column use that? Any guidance or advice is appreciated!
2 Replies
Anonymous , when you have measure, you need to dynamic segment
Dynamic Segmentation Bucketing Binning
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1387187#M626
Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k@I recreated based on your information above, but still get the exact same issue: The data is correct if I have the Opportunity ID in the table...but it is not correct if I only have the Opportunity name.
It seems in your example data (which I'm not able to see in the query editor), you may have concatenated the customer name and customer id. This is what I think I have to do as well, for Opp name and Opp ID. Is that correct?
