segmentation
12 TopicsCreating a dynamic summarization table based on measure values
Hello everybody! I have categorized my clients into 4 LRFM segments: Key, Frequent, Spender & Uncertain. Using measure. Client Status A Key B Uncertain C Uncertain D Frequent E Key F Key G Frequent H Key I Spender J Spender K Frequent L Uncertain I want a summarization table that shows something like this. Status # Clients Key 4 Uncertain 3 Frequent 3 Spender 2 Notice that my output in the first table is measure. But we can’t use measure as a legend. I don’t want to use columns because I want it to be dynamic and the summarization values change based on the slicers I have. What should I do? My lrfm measure: LRFM Analysis LRFM = IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="High","Key", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="High","Key", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="Low","Key", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="Low","Key", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="High","Spender", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="High","Spender", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="Low","Spender", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="High" && [If Normalize R LRFM]="Low","Spender", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="High","Frequent", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="High","Frequent", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="Low","Frequent", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="High" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="Low","Frequent", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="High","Uncertain", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="High","Uncertain", IF([If Normalize L LRFM]="High" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="Low","Uncertain", IF([If Normalize L LRFM]="Low" && [If Normalize F LRFM]="Low" && [If Normalize M LRFM]="Low" && [If Normalize R LRFM]="Low","Uncertain","Not Found"))))))))))))))))Solved917Views1like3CommentsHow to make a segmentation data data filter with data in datetime format?
Hi! I'm from Brazil and totally new to Power BI, so sorry in advance for any English mistakes or innacurate terminology. I hope I am able to make you understand the problem I'm facing. I am trying to add a segmentation data filter to my dashboard, like this one: I have a main fact table containig data from a set of telephone calls, from the project I'm working on. One of its columns is called 'data_hora', which contains the date and hour the calls were made in datetime format (dd/mm/yyyy hh:nn). It looks like this: I need to make the segmentation data filter look like this, so the user is able to select both date and time: However, when I try to add this visual and drop the data_hora column to the data field, selecting the style 'Between', the time information never shows up in the filter: > Options > Styles > 'Between' (Entre) What do I need to do in order to make the time information also be selectable along with the date?577Views0likes1CommentDynamic Segmentation of callers and calls
Hi there, I was hoping someone may be able to help with a dynamic segmentation query in Power BI. I have an activities table (SQLActivities) which contains columns called activityID and callerID. The principle of the table is that a single callerID can have multiple activityID. I'm trying to create two pie charts to show: 1) Callers grouped into buckets based on number of activities per caller, and 2) Activities grouped by the same buckets for each caller. For the second pie chart I am essentially trying to show how many activities in each caller bucket -i.e. if two callers had 11 or more activities, how many activities were actually in that bucket. I have created a table to specificy the values of the buckets - they are 1, 2, 3 - 5, 6 - 10, and 11 or more. I created the table as follows: ActivitySegments = Datatable( "Segment Key", INTEGER, "Bucket", String, "Min Activities", Integer, "Max Activities", Integer, { {1,"1",1,1}, {2,"2",2,2}, {3,"3 - 5",3,5}, {4,"6 - 10",6,10}, {5,"11 or more",11,99999999999} } ) for the first chart I've been able to create a measure to show the number of callers which fall into each bucket using the following dax: Activity Buckets - Callers = VAR Summary = SUMMARIZE ( FILTER(SQLActivities , SQLActivities [Filter Activities In Date] = 1), SQLActivities [c1_calleridid], "Bucket", SWITCH ( TRUE (), COUNTROWS ( SQLActivities ) = 1, "1", COUNTROWS ( SQLActivities ) = 2, "2", COUNTROWS ( SQLActivities ) <= 5, "3 - 5", COUNTROWS ( SQLActivities ) <= 10, "6 - 10", COUNTROWS ( SQLActivities ) > 10, "11 or more" ) ) RETURN SUMX ( Summary, IF ( [Bucket] = SELECTEDVALUE ( 'ActivitySegments'[Bucket] ), 1, 0 ) ) This seems to work well enough, but I cannot work out how to convert this to calculate the number of activities per caller bucket instead of the number of callers. The expected result would show the number of activities for callers per bucket.Solved548Views0likes1CommentData Segmentation and Visuals
Need help! I have 12 shape maps and would need each to be displayed on the same page as I use a slicer (region). For example, if I select map 1 - I want only map 1 to appear. If I select map 2, I want only map 2 to appear, and so on. Anyone who can give me a solution to my problem I appreciate it. The .pibx file can be found at the link below. PBI fileBucket Sales Managers by their performance for a specific time frame
Hi, I am trying to male a report with buckets for our managers according to the performance they had last quarter. The goal is to make a matrix where I can report the number of managers belonging to each group according to how many leads they generated. To do this, I started by setting up a new table which looks like this: After that I added a measure counting the number of unique leads: Unique Leads = DISTINCTCOUNT(Leads_Table[DimLeadId]) Thirdly, I added a measure with filter and values functions: Leads Group = CALCULATE([Unique Leads], FILTER(VALUES(Leads_Table[LeadRecordId__c]), COUNTROWS( FILTER('Bucket Table', [Count Leads] >= 'Bucket Table'[Lower Bucket] && [Count Leads] <= 'Bucket Table'[Upper Bucket])) > 0)) I tried using this measure in a matrix and got no results. There is something here that I really don't understand as to how create a segmentation based on a measure. Can anybody check this logic and explain how to write the measure correctly?Solved1.2KViews0likes5CommentsSegment movement between two dates
Dear all, I would like to calculate the segment movement of customers between two dates, but I'dont have any idea how to model or wich dax formula to use. I have following table: The goal is to get a cross table by using following slicers: Let me explain on two customers how the desired cross table should be calculated. Customer 1: - Classified as A in 2018 - Classified as B in 2019 Customer 3: - Doesn't exist in 2018 - Classified as B in 2019 My question to you: How can I realize that? Is there already a DAX pattern (I googled it but unfortunately I couldn't find anything)? Thank you in advance. Best regards SemihSolved2.5KViews0likes3CommentsHow to find average cost spent within a category per quarter/year
Hi there, I have a report that analyzes the amount spent on third-party vendors over the last few years. There are 26 different categories the vendors can fall under. I am trying to determine the average amount spent within a category per quarter/year and display it as a secondary Y-axis on a line chart. The line chart currently displays the total amount spent on the vendor per quarter by the year the user selects in the slicer visual. This is for a drill through page, so the user will select a vendor on the report page, which will then take them to the vendor's details on the drill through page. So the secondary Y-axis would show the average cost of the category of the selected vendor per quarter. My question is, is it possible to create a measure to find the average cost spent within a category per quarter? If so, how would I do it? It's tricky because I have to group the categories and then determine the number of vendors within each category for that quarter in order to find the average amount spent (I think this is called segmentation?). I'm just not sure if this can be done by a measure or if I need to create a separate data table to figure this out. Below is the data table I would use to pull information from, which includes sample data. The actual data table includes all of the invoices for each vendor throughout the month starting from Q1 2019 to Q1 2022. So just imagine that each vendor would have a lot more rows of invoices for each month/year. Vendor Name Vendor Category Invoice Number Invoice Description Invoice Date Invoice Amount Vendor 1 Category C 1447 Description 1/1/2019 $234.97 Vendor 1 Category C 3457 Description 2/1/2019 $459.03 Vendor 2 Category B 123 Description 1/1/2019 $3605.99 Vendor 2 Category B 654 Description 2/1/2019 $4526.86 Vendor 3 Category A 28998 Description 1/1/2019 $39408.33 Vendor 3 Category A 12879 Description 2/1/2019 $23609.76 Vendor 4 Category B 1257 Description 1/1/2019 $1094.32 Vendor 4 Category B 2146 Description 2/1/2019 $2094.31 Vendor 5 Category C 4948 Description 1/1/2019 $609.71 Vendor 5 Category C 5940 Description 2/1/2019 $876.50 Any guidance would be appreciated. Thank you!Solved1.4KViews0likes3CommentsDate issues on a custom date
Hello, I have issues to associate dates correctly. I don't really know how to workaround this. Note: the second table is a view and i can modify it for my needs. I have dimension date table as follow: I have an other table with products and dates like this (i show you only dates here): I made a relation between them: I want to count customer by entity for a specific report period, so i made a segment on the Generic_Period. I created mesures for this segment: Customers = CALCULATE(DISTINCTCOUNT('Customers'[Customer]), filter(Customers, Customers[Generic_Period] = DATEADD(Customers[Generic_Period],0,MONTH))) Customers M-1 = CALCULATE(DISTINCTCOUNT('Customers'[Customer]), filter(Customers, Customers[Generic_Period] = DATEADD(Customers[Generic_Period],-1,MONTH))) The first probleme is Q-1 returns 0 values : The second problem, It doesn't work if the day number isn't the same as previous month. If i select 30/09/2019 it will not retrieve the 31/10/2019 even with end of month -1 like this : ENDOFMONTH(DATEADD(Subscription_Partner_by_month[Generic_Period],-1,MONTH)) Thanks a lot for your time.927Views0likes3CommentsFILTER SELECTEDVALUE unable to conver text type into true/false
I am looking for values in a previous time range. But the problem is i can't use my filters segments ! Q-1 = CALCULATE(COUNT('Client'[Client Name]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-1,Quarter), FILTER('Client', SELECTEDVALUE('Client'[Entity]) )) 1) My entity are the country codes : UK, US etc ... how can i perform this ? 2) Whats the difference between ALLSELECTEDVALUES and SELECTEDVALUE ? Does selectedvalue will take in count all my segments ?1.2KViews0likes5Comments