Sales Stratification/Grouping

[ZachPLPI]

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?         

[v-juanli-msft]

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]

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?