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Alex_192's avatar
Alex_192
Frequent Visitor
8 years ago

What IF parameter: using 2 as filter to extract some data

Hello everyone,   I am facing quite a complex issue (for me :) ) and I would really appreciate some guidance !   I have this kind of data:  Client name / Sales amount / Date of sales Client ...
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v-yulgu-msft's avatar
v-yulgu-msft
Microsoft Employee
8 years ago

Hi Alex_192,

 

"What IF" parameter is not able to filter data. In your scenario, I would suggest you add a relative slicer from which users can choose a period of month.

 

Create a "What IF" parameter which is used to specify the minimum sales per month.

 

Create some measures similar to below:

Sum per month =
CALCULATE (
    SUM ( Client_Sales[Sales Amount] ),
    ALLEXCEPT (
        Client_Sales,
        Client_Sales[Client Name],
        Client_Sales[Date of Sales].[Month]
    )
)

minmum sales = IF([Sum per month]>=Parameter[Parameter Value],1,0)

Add above measure [minimum sales] into visual level filters, set its value to 0. In that case, once you specify a value for slicer and "What IF" parameter, the visual will display all clients which have bought not more than specified sales in the last X months.

 

Best regards,

Yuliana Gu

Alex_192's avatar
Alex_192
Frequent Visitor
8 years ago

Hi v-yulgu-msft,

 

Thank you very much for your answer, I think it does exactly what I asked for !

edit: after a few test, it doesnt' seem to work properly

 

 

But I think I am missing something, let me explain:

 

with this view I am able to see:

- all client who bought less than "5k" over the last "3" months period 

 

but I think I am not able to detect:

- a client who used to buy before this 3 months period and who became inactive during the last 3 months

- what amount of sales this client was doing on a 12 months period before those "3 months"

 

 

Do you think that's feasible ?

 

I found an other solution which basically consist in creating a client classification based on their sales done on previous quarters and then allocate e a status as "Inactive since 1Q" "Inactive since 2Q" ....

But with this solution I can't play with the period (it has to be Q-1; Q-2; Q-3;...) and it's really white or black, either the client bought something either it's 0... I can't play with a variable like "who bought less than xx in the last 3 months" to tag this client as an "inactive".

 

I don't know if I am clear enough, anyway thank you in advance for your time I really appreciate

 

Kind regards,

 

Alexandre