Forum Discussion
Sum with Grouping
- 10 years ago
Are the groups static, or do they need to be dynamic based on a user selection?
If they're static, it's easy. Make a new field (preferably at your data source if you can, else in a query (e.g. in Power Query) before the data is added to the Power Pivot model) with those groups. Then you can just create visualizations against the new field that contains the group.
If they must be dynamic based on user selection, you'll have to give us some more detail on what your expected use case is, and the solution will be a bit more complex.
Couple different ways of doing this.
One, you could add a slicer for Aging and any other visualization, perhaps Card for Sales. You can use Ctrl to click multiple values in your slicer and see the summed result of sales (default aggregation).
You could add multiple visualizations for Sales (default sum aggregation) and put filters on each visual to segment out the buckets, the first one for aging values <= 2, second for aging values between 2 and 5 and for those > 5.
- itchyeyeballs10 years agoImpactful Individual
This might help - http://www.powerpivotpro.com/2014/11/new-twist-for-dynamic-segmentation-variable-grain-range-selection/