Newbies question - Multiple buckets

[Aknas]

Hi all,

I'm trying to create buckets - but found difficult how to only get the last 3- month by ID. Basically wil only select the last 3- months to creat the buckets.

Here is the sample Data link - 

https://1drv.ms/x/s!Arm2JbpOh1VdgSU-gkfBnsXNKehF?e=tqzfSH 

I was able to create one by one buckets but thats not going to help what I'm trying to achieve.

Please  see if you can be help on this.

Dii

[Aknas]

Thanks Abas.

[AbbasG · Accepted solution]

@Aknas

Here is the URL to my solution - Aknas multiple buckets solutions.pbix

I hope it helps. Please accept it as a solution if it helps you achieve your desired output.

For creating buckets I have added a conditional column, you can find it in the power query applied steps.

For filtering the dates, I have used TOP N on each of the corresponding IDs.

[Aknas]

Thanks Abbas.

Is it possible to capture the last three months for each ID ( The month list can be dynamic) : 

Right now I have a static conditional column [ Month Key]  but that's not true always.

https://1drv.ms/u/s!Arm2JbpOh1VdgScd8jJYOhMl1j8V?e=SBMRpi

  

then want to change the below DAX formula  to capture the last 3-month only

Benefit Bucket =

SWITCH (

    TRUE (),

   [Month Key]=1

        && [Benfit]>=0.80, "top",

      [Month Key]=1

        && [Benfit]>0.7 && [Benfit]<0.80, "average",

  [Month Key]=1

        && [Benfit]>0.6 && [Benfit]<0.70, "poor","outlier"

)

thanks again

[TomMartens]

Hey @Aknas ,

provide sample data that can easily be copied to pbix file, describe the expected result based on the sample data you provide.

Regards,

Tom

[Aknas]

 Thanks Tom.

Here is the sample Data link - I removed the salary column to make it easier.

https://1drv.ms/x/s!Arm2JbpOh1VdgSU-gkfBnsXNKehF?e=tqzfSH