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riteshmen's avatar
riteshmen
Regular Visitor
9 months ago
Solved

Stacked bar chart with three customer group types: Internal, Prior Year Loss, and New Year Loss.

I want to implement a stacked bar chart that categorizes customers into three groups: Internal Customers – Identified using a calculated column in the fact table. – If the calculated column indica...
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  • amitchandak's avatar
    amitchandak
    9 months ago

    @riteshmen ,  -Prior year loss-making customers  and -New year loss-making customers seems to measures not column values. In such case we have two option, we create measure and create calculation group and use that. Or we do Dynamic segmentation 


    example 
    Learn Power BI Advance - Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q

    :Calculation Groups (Can now be created in Desktop)- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0 

Praful_Potphode's avatar
Praful_Potphode
Icon for Super User rankSuper User
9 months ago

Hi riteshmen ,

 

try below column :

CustomerGroupNew = SWITCH(TRUE(),
'GL+GF'[Customer Group]<>"internal" && 'GL+GF'[GP]<0 && YEAR('GL+GF'[MonthYY])=YEAR(TODAY())-1,"Prior Year Loss-Making Customer",
'GL+GF'[Customer Group]<>"internal" && 'GL+GF'[GP]<0 && YEAR('GL+GF'[MonthYY])=YEAR(TODAY()),"New Year Loss-Making Customer",
'GL+GF'[Customer Group]
)

Then use this column for stacked column chart as legend.in legend,exclude blank(blank represents customer whose GP is positive).

Sample PBIX

Please give kudos or mark it as solution once confirmed.

 

Thanks and regards,

Praful

 

 

 

 

 

riteshmen's avatar
riteshmen
Regular Visitor
9 months ago

This is a calculated column which is not providing the correct output. I want to show the customer group count and differentiate it as internal,prior and new based on the monthyy selection. so it should be dynamic.

  • amitchandak's avatar
    amitchandak
    Icon for Super User rankSuper User
    9 months ago

    @riteshmen ,  -Prior year loss-making customers  and -New year loss-making customers seems to measures not column values. In such case we have two option, we create measure and create calculation group and use that. Or we do Dynamic segmentation 


    example 
    Learn Power BI Advance - Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q

    :Calculation Groups (Can now be created in Desktop)- Measure Slicer, Measure Header Grouping, Measure to dimension conversion. Complex Table display : https://youtu.be/qMNv67P8Go0 

  • V-yubandi-msft's avatar
    V-yubandi-msft
    Icon for Community Support rankCommunity Support
    9 months ago

    Hi riteshmen ,

    amitchandak, pointed out correctly that this logic needs to be dynamic  a calculated column won’t handle the time based grouping.
    He also shared a useful link on dynamic segmentation, which is relevant for this scenario.

     

    Please take a moment to review it and let us know if you need any additional information.


    Thank you.