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ZachPLPI's avatar
ZachPLPI
Frequent Visitor
6 years ago

Sales Stratification/Grouping

I have searched all over for this answer but I cannot find it. It seems this would be a pretty popular command, though and my lack of knowledge in this area is probably due to my experience with power BI.

 

I am trying to group my clients by sales over a period of time. For example, I want

 

Client                           Premium           

Fred's Donuts               $1000

Fred's Donuts               $5000

Sam's Auto                    $100

Eric's Dentistry              $10500

 

to show in a table as:

Client Group                Total

Clients < $500             $100 

Clients $500 - $2000   $6000

Clients > $10,000        $10,500

 

How can I do that? And will that total move dynamicly by page level date filters? For example, if Eric's Dentistry only has $600 in premium last year and I filter to last year at the visual level, will he move to the Clients $500 - $2000 group automatically?         

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2 Replies

  • v-juanli-msft's avatar
    v-juanli-msft
    Community Support
    6 years ago

    Hi ZachPLPI 

    Create measures

    Measure = CALCULATE(SUM('Table'[premium]),FILTER(ALLSELECTED('Table'),'Table'[client]=MAX('Table'[client])))

Measure 2 =
SWITCH (
    TRUE (),
    [Measure] < 500, "<500",
    [Measure] >= 500
        && [Measure] < 2000, "500~2000",
    [Measure] >= 2000
        && [Measure] < 10000, "2000~10000",
    [Measure] > 10000, ">10000",
    "other"
)
     
    Best Regards
    Maggie
    Community Support Team _ Maggie Li
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    • ZachPLPI's avatar
      ZachPLPI
      Frequent Visitor
      6 years ago

      I plugged this in a while back and it was still pulling premiums that were more or less than there assigned measure. Might there be a typo?