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nikos_derv
Frequent Visitor

aggregate per category keeping filters, using calculated column or new table

Hello,

 

I have a customer-per-month dataset, and i need to create a calulated column (not measure) where for each customer returns an aggregation of its total turnover. The tricky part here is that i need to have a slicer in my dashboard, where the user selects specific months to be included in this calculation.

 

Please note that it need to be a calculation in column, not a measure, because i need to use this numbers as axis in a scatter chart.

 

I tryed a calculated new table having both ways connection with my primary customer-per-month table, on customer_id . It did returned on customer level the required aggregation, but it partially ignored the slicer, as it was containing total turnover, of the correct month's customers.

 

My code was the following:

 

TOTAL_CUSTOMER_TURNOVER =
SUMMARIZE(
'CUSTOMERS_MONTHLY_ACT'
,CUSTOMERS_MONTHLY_ACT[CUSTOMER_ID]
,"Turnover",sum(CUSTOMERS_MONTHLY_ACT[MONTHLY_TURNOVER])
 
I seems that if i used some kind of filtering in my calculated table it will be wroking fine, but i just can't figure it out.. Can someone help me please?
 
Many thanks in advance!
1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@nikos_derv , Only measure can use slicer value, not calculated table/column.

 

You can use dynamic segmentation to get measure on Axis.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1...


Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k

Dynamic segmentation -Measure to Dimension conversion: https://youtu.be/gzY40NWJpWQ

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1 REPLY 1
amitchandak
Super User
Super User

@nikos_derv , Only measure can use slicer value, not calculated table/column.

 

You can use dynamic segmentation to get measure on Axis.

https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1...


Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k

Dynamic segmentation -Measure to Dimension conversion: https://youtu.be/gzY40NWJpWQ

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

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