Forum Discussion
Matrix Grouping Using What If Parameter
Hi – I have some calculations that previously took place in SQL that I have to move to Power BI using a What If parameter. Since we can’t use What If parameters within calculated columns, I’m at a loss on how to put it all together within a measure.
I basically have a list of customers that I need to group by “Buying” vs. “Not Buying” based on the value of the user-defined parameter, which sets the threshold for the # of days since last purchase. The output for this only needs to go into one matrix that looks like the below (Active/Inactive is pre-calculated in the same table and won’t change).
Sample data:
CustomerID | Amount | LastOrder_Days | Current_Status |
217459 | 100 | -50 | Active |
217467 | 500 | -38 | Inactive |
217468 | 100 | -64 | Active |
217476 | 1,000 | -170 | Inactive |
217479 | 1,000 | -152 | Active |
217481 | 50 | -353 | Inactive |
Parameter and expected output based on parameter:
I get the expected result for “Buying” using the below, but it’s only the value with no label and doesn’t include the calculation for “Not Buying”. I've attempted to use SWITCH(TRUE()) and SUMMARIZE, but can't seem to get it to work. Any help would be great. Thanks!
CALCULATE(
SUM(CUSTOMER[Amount]),
FILTER(ALL(
CUSTOMER[LastOrder_Days]),
CUSTOMER[LastOrder_Days]>='BUYING STATUS THRESHOLD'[BUYING STATUS THRESHOLD Value]
)
)
3 Replies
What I'm understanding is you need to group your data by "Buying" and "Not Buying"..
Give this video a watch and see if it helps!
https://www.youtube.com/watch?v=D1LO8syugMAhrafnkel11 , You need to create an independent table(Option) with two values Buying and non buying
measures
Buy 1= CALCULATE(
SUM(CUSTOMER[Amount]),
FILTER(ALL(
CUSTOMER[LastOrder_Days]),
CUSTOMER[LastOrder_Days]>='BUYING STATUS THRESHOLD'[BUYING STATUS THRESHOLD Value]
)
)
Status = if(isblank([measure]), "Buying", "Non Buying")then a measure like
sumx(filter(values(CUSTOMER[Customer ID]), [Status] = max(Option[Option] )), CALCULATE(
SUM(CUSTOMER[Amount]) ))Thank you so much. Just in case anyone comes across this in the future, I needed to make one small adjustment in the Status measure (switching Buying and Not Buying), but this was the perfect solution. Thanks again!
