Sales per customer with classification/area assignment (total/%, cluster groups, and running total)

Hi, tbones 

According to your description and sample pictures, I can roughly understand what you want to get, you can try my steps:

1. Create a measure like this:

% of customers with at least one qualified sales =

DIVIDE(CALCULATE(DISTINCTCOUNT('Sales'[Account]),FILTER(ALLSELECTED(Sales),[Qualified_Sale]=1)),DISTINCTCOUNT('Sales'[Account]))

2. Then create a silcer and place [Owner] and a card chart to place this measure, this can achieve your first requirement:

3. Then create a calculated column like this:

Sales count =
var _count=COUNTX(FILTER(ALLSELECTED(Sales),[Account]=EARLIER(Sales[Account])&&[Qualified_Sale]=1),[ID])
return
SWITCH(
    TRUE(),
    _count>=4,"4+ sales",
    _count>=3,"3+ sales",
    _count>=2,"2+ sales",
    _count>=1,"1+ sales",
"0 sales")

And two measures like this:

Running total = COUNTX(FILTER(ALLSELECTED(Sales),[Date]<=MAX('Sales'[Date])),[ID])

% of all customers =

var _count=COUNTX(FILTER(ALLSELECTED(Sales),[Account]=MAX(Sales[Account])&&[Qualified_Sale]=1),[ID])

return

DIVIDE(_count,[Running total])

4. Then create two line chart like this, this can achieve your second requirement:

And you can get what you want.

You can download my test pbix file here

Thank you very much!

Best Regards,

Community Support Team _Robert Qin

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