Seeking Guidance on Grouping and Filtering Customers by Online IDs in PowerBI

[jer13811]

I want to group customers by the number of Online IDs (1 ID, 2 IDs or 3IDs). I also want to filter by these groups and if I apply a filter to exclude certain IDs then the number of IDs for a customer and the group they are placed in could change if the filter excludes some of their IDs which places them into a different group.

I have a table with Online IDs as the most granular level within the table. It has descriptive columns for this Online ID and the customer linked to this online id as well as the credits consumed.

For example, with no filters, Customer A has 3 IDs and is placed in the '3+ ID' group. If I filter for only paid IDs, Customer A only has 2 and now is placed in '2 ID' group. The most important thing is I want to filter by this grouping. So now with this filter applied, I want to filter the whole page for customers that are in the '2 ID' group and Customer A should now be in the output.

Slicer


Thanks in advance.

[Ashish_Mathur · Accepted solution]

Hi,

PBI file attached.

Hope this helps.

[parry2k]

@jer13811 this falls under dynamic segmentation, check this blog post and tweak the solution for your need.