Pareto (80/20) Segmentation in Power BI - powerbi

I created 80/20 segmentation in my Power BI data model and I got what I wanted (see the table below).
Now I want to calculate new Name column with the next logic: if Cumulative % <=80% show value from the "Customer Name" column, otherwise show "Other" (the result will be the column Name as in the table below).
I tried with this calculated column but it doesn't work (the result isn't correct, it's always "Other"):
80/20 Name = IF([Cumulative Percen.] <= 0.8, SalesReport[Names], "Other")
Note: "Cumulative Percen." is calculated measure.
How can I do this?
In the next step, I'll use a pie chart to show this segmentation where all customers with small cumulative transactions will be categorized as Other.
The calculated measures that I used:
Customer Rank by Transaction =
IF (
HASONEVALUE ( SalesReport[CustName] ),
RANKX (
ALLSELECTED ( SalesReport[CustName] ),
CALCULATE ( [# of Transactions] ),
,
DESC,
DENSE
)
)
Customer Cumulative Transaction =
VAR CurrentCustimerRank = [Customer Rank by Transaction]
RETURN
SUMX (
FILTER (
ALLSELECTED ( SalesReport[CustName] ),
CALCULATE ( [Customer Rank by Transaction] ) <= CurrentCustimerRank
),
CALCULATE ( DISTINCTCOUNT ( SalesReport[CustID] ) )
)
Customer Cumulative Transaction Percen. =
[Customer Cumulative Transaction]
/ CALCULATE (
DISTINCTCOUNT ( SalesReport[CustID] ),
ALLSELECTED ( SalesReport[CustName] )
)

Related

SUMMARIZE or SUM values based on Date fields in another table

I am trying to do a burndown graph on PowerBI.
My data is a list of tasks. Each task has a numerical value (EFFORT) assigned to it and there is a total amount of effort for any given month (sum of all EFFORT). As tasks as set to DONE, the ongoing effort should be deducted from a running total and that value used to plot a graph. I have 3 columns
I would like to have measure to calculate EFFORT REMAINING for each date, i.e.
EFFORT REMAINING = TOTAL EFFORT - (EFFORT WHEN TASKS ARE DONE FOR EACH DAY)
For example,
I did get the consecutive dates displaying:
Burndown = CALENDAR(DATE(2022,7,1),DATE(2022,7,31))
and also the total effort (starting value)
TOTAL EFFORT = SUM(Issues[EFFORT])
Now for each date in table, I need to minus the accumulating total of EFFORT when the status is set to DONE
EFFORT REMAINING = Burndown[TOTAL EFFORT]-SUM(Issues[EFFORT]="DONE" ....
Im stuck after this last point. Can anyone help, please?
you are so close to the answer ). Convert SUM(Issues[EFFORT]="DONE" to:
CALCULATE(
SUM(Issues[EFFORT])
, SUM(Issues[Status]="DONE"
)
Have a nice day.
Please try this measure:
Please ensure that (1-Many) relationship is created between Burndown [Date] and Issues[ISSUE_CREATED] columns.
EFFORT REMAINING =
VAR TblSummary =
ADDCOLUMNS (
SUMMARIZE ( Issues, Burndown[Date] ),
"Total Effort", CALCULATE ( SUM ( Issues[EFFORT] ) ),
"Tasks Completed", CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" ),
"Effort Remaining",
CALCULATE ( SUM ( Issues[EFFORT] ) )
- CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" )
)
VAR Result =
SUMX ( TblSummary, [Effort Remaining] )
RETURN
Result
After that, you can create a clustered column chart, and put [Date field] on calendar table on X_axis and put 'EFFORT REMAINING' measure on Y_axis(Value axis) to see the result.
I hope It solves your problem.
Bonus Info:
If you want to see your Summary table, create a "New Table" and paste this code:
Summary_Table =
VAR TblSummary =
ADDCOLUMNS (
SUMMARIZE ( Issues, Burndown[Date] ),
"Total Effort", CALCULATE ( SUM ( Issues[EFFORT] ) ),
"Tasks Completed", CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" ),
"Effort Remaining",
CALCULATE ( SUM ( Issues[EFFORT] ) )
- CALCULATE ( SUM ( Issues[EFFORT] ), Issues[STATUS] = "DONE" )
)
VAR Result =
SUMX ( TblSummary, [Effort Remaining] )
RETURN
TblSummary
The result It produces:
Note: I have limited access to your data sets as you shared above. The result will be exact with your full dataset.

Measure Including Year Filter

i have done a Measure to get the Revenue from TOP N Products.
N depends on the selected Value from my TOP-N Table (It's containing just the numbers from 1 to 10).
In the same Measure, I also calculate how much was the revenue of all Products how were not in the selected Top N.
The Code for this is:
Top N Produktbez Sum DB3 =
VAR TopNSelected =
SELECTEDVALUE ( 'TOP N-Filter'[TOP N] )
VAR TopNProdbezTable =
TOPN ( TopNSelected, ALLSELECTED ( 'Pseudo Produkbez Table' ), [DB3] )
VAR TopNProdbez =
CALCULATE ( [DB3], KEEPFILTERS ( TopNProdbezTable ) )
VAR OtherSales =
CALCULATE ( [DB3], ALLSELECTED ( 'Pseudo Produkbez Table' ) )
- CALCULATE ( [DB3], TopNProdbezTable )
VAR CurrentProd =
SELECTEDVALUE ( 'Pseudo Produkbez Table'[Produktbezeichnung] )
RETURN
IF ( CurrentProd <> "Others", TopNProdbez, OtherSales )
Now I want to add Year as Filter.
I'm using the Year coming from the Date Hierarchy.
Unfortunately, I can't provide a sample yet.
If a sample is need, I will try to create own.

How can I get total amount value for each different user in PowerBI

I want sum all 308 values in userprofileid column to get the total amount of the values for that user in the amount column
This image shows GROUPBY(userprofileid, amount)
My goal:
308 664,878
You can create a Measure as below-
total = sum(table_name[amount])
now add userprofileid and newly created measure Total to a table visual and you will get your desired output.
But, if you need only sum for profile 308, you need something as below-
Total_308_ =
calculate(
sum(table_name[amount]),
filter(
ALL(table_name),
table_name[userprofileid] = 308
)
)
If you need a measure
Measure =
SUMX ( VALUES ( 'Table'[userpofileid] ), SUM ( 'Table'[amount] ) )
If you need a table
tbl =
GROUPBY (
'Table',
'Table'[userpofileid],
"amount", SUMX ( CURRENTGROUP (), 'Table'[amount] )
)

How to calculate rank within Sales ranges

How to calculate rank within Category defined on sales level. Say, that we want to label products with Sales above some threshold with Category "high", and below that threshold with Category "low".
Here is a sample data.
let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcisqzSwpVtJRSiwoyEkF0oZKsTpIwkmJeUAIZJigipfn56QlpRYVVQLZpqhSyRlQcWOweFhqempJYlJOKlgusagovwS7XEF+SWJJPtwJKHL5eZn5eUDaHNUqHI5GdkEsAA==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Category = _t, Product = _t, Amount = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Amount", Int64.Type}})
in
#"Changed Type"
My question is a nephew related to its older uncle, who now I want to call in:
Percent Rank within Category =
VAR HasOneValueTrue = HASONEVALUE ( MyTable[Product] )
VAR tbl =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
REMOVEFILTERS ( MyTable[Product] ),
VALUES ( MyTable[Category] )
)
VAR result =
CALCULATE (
DIVIDE (
RANKX (
tbl,
[Sales],
,
ASC
) - 1,
COUNTROWS ( tbl ) - 1
)
)
RETURN
IF (
HasOneValueTrue,
result
)
The difference is that the uncle has Category defined in table column, but now we want to have category calculated on the fly based on sales level. So I tried
replacing the VAR tbl code with the following one with the threshold of 4:
var tbl =
SUMMARIZECOLUMNS (
MyTable[Product],
"CalculatedCategory", IF ( [Sales] > 4, "high", "low" ),
"AggSales", [Sales]
)
Nevertheless, I am not able to refer to such defined variable. I also failed with trial based on creating first a DAX table and then trying to refer to it.
Here are expected results:
References
Here is the family of related questions which members I met on the way while approaching to state this problem.
DAX equivalent of Excel PERCENTRANK.INC per category
DAX RANKX for within Category
DAX REMOVEFILTERS vs ALL
The value parameter in DAX function RANKX
DAX ALLEXCEPT to sum by category of multiple dimension tables
This can be done with a minor modification to my answer here. Copied below:
Percent Rank =
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
ALLSELECTED ( MyTable[Product] )
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)
First, define the calculated category as you suggested.
CalculatedCategory = IF ( [Sales] > 4, "high", "low" )
Then plug that into a filter in the ProductsInCategory variable.
Exp. Results =
VAR CalculatedCategory = [CalculatedCategory] /*Determine current category*/
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = CalculatedCategory /*New Condition*/
)
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE ( RankProduct - 1, COUNTROWS ( ProductsInCategory ) - 1 )
)
Output:
Edit:
To handle the case where there is only 1 product in a category, you can use MAX to disallow a zero value for the denominator.
Exp. Results =
VAR CalculatedCategory = [CalculatedCategory] /*Determine current category*/
VAR ProductsInCategory =
CALCULATETABLE (
VALUES ( MyTable[Product] ),
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = CalculatedCategory /*New Condition*/
)
)
VAR RankProduct = RANKX ( ProductsInCategory, [Sales],, ASC )
RETURN
IF (
HASONEVALUE ( MyTable[Product] ),
DIVIDE (
RankProduct - 1,
MAX ( COUNTROWS( ProductsInCategory ) - 1, 1 )
)
)
Being very grateful to Alexis Olson, I would like to share a different solution I ended up with. The solution proposed by Alexis works well in my simple example, but it did not work in my complex model. In my complex model the RANKX function does not give the expected results. RANKX returns the same rankings for different sales values.
For the time being this is the solution that works without figuring out what causes RANKX to return ties for different sales values.
First of all, defining Category measure:
CalculatedCategory =
SWITCH (
TRUE (),
NOT ( HASONEVALUE ( MyTable[Product] ) ), "total", -- important to handle totals
[Sales] <= 4, "low",
[Sales] > 4, "high",
"other"
)
It is important to exclude totals from Category. I did it by setting up a different category for totals. Otherwise totals will fall into "high" category bucket. It would distort final results.
I have not used RANKX in calculation of Percent Rank within Category. I used MIXTURE OF COUNTROWS and FILTER.
PercentRank within Category =
VAR category = [CalculatedCategory]
VAR ProductSales = [Sales]
VAR ProductsMatching =
COUNTROWS (
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = category
&& [Sales] >= ProductSales
)
)
var ProductsAll =
COUNTROWS (
FILTER (
ALLSELECTED ( MyTable[Product] ),
[CalculatedCategory] = category
)
)
RETURN
DIVIDE (ProductsMatching-1, MAX( ProductsAll-1, 1 ))
I calculated rows of two tables. First table ProductsMatching has all products that have sales in appropriate category and sales that are higher or equal of the product. ProductsAll returns number of products in category.

DAX - TOPN() in a SUMX() for multiple transactions

I need your help.
I am trying to make a calculated column which sum the sales for the last two dates (there are not sales on all dates!) for each product.
I have tried to use the calculation:
CALCULATE (
SUMX ( TOPN ( 2; 'Table'; 'Table'[date_ID] ); 'Table'[Sale] );
ALLEXCEPT ( Table; 'Table'[Product_ID] )
)
But this only works if you have one sale per date per product ID.
What do I do if there are many transactions per date and prod ID?
Below I have a table where I have (filtered) one date and one product.
Now, I have made a calculated column that sums all transactions per date and product ID (for reference).
This is
Calculated Column 2 =
CALCULATE (
SUMX ( Table; Table[Sale] );
ALLEXCEPT ( Table; 'Table'[Date]; 'Table'[Product_ID] )
)
Now comes the difficult part.
If I want to sum the transactions for the last two dates on each product, I have made the following calculation:
Calculated Column 1 =
VAR SumProd =
CALCULATE (
SUMX ( Table; Table[Sale] );
ALLEXCEPT ( Table; Table[Date]; Table[Product_ID] )
)
RETURN
CALCULATE (
SUMX ( TOPN ( 2; 'Table'; 'Table'[Date] ); SumProd );
ALLEXCEPT ( Table; Table[Product_ID]; Table[Date] )
)
The Problems:
The calculations sums ALL the values in each category
Example: in the table, you see "Calculated column 1"=7571200, which is 27040 * number of transactions? I only want the value 27040.
For some reason, the TOPN() doesn’t work. If I change the N_Value=2 to N_Value=3, the calculation doesn’t change?
Please, does anyone know what is wrong with my calculation?
Thanks.
Br,
Jakob
In your measure, SumProd is a constant that you're summing for each row in the table. This is not what you want.
I'd suggest something more like this:
Calculated Column 1 =
VAR LastTwoDates =
CALCULATETABLE (
VALUES ( Table[Date] );
TOPN ( 2; ALLEXCEPT ( Table; Table[Product_ID] ); Table[Date] )
)
RETURN
CALCULATE (
SUM ( Table[Sale] );
ALLEXCEPT ( Table; Table[Product_ID] );
Table[Date] IN LastTwoDates
)
In this, we first calculate a list of the top 2 dates associated with Product_ID and store it as a variable. Then we use that as a filter when calculating the sum of Sale.
I'm not positive this exact syntax will work, but I hope it will point you in a better direction.
It turns out my code didn't work exactly as intended. Try this instead:
Calculated Column 1 =
VAR ProductDates =
CALCULATETABLE (
VALUES ( Table1[Date] );
ALLEXCEPT ( Table1; Table1[Product_ID] )
)
VAR LastTwoDates = TOPN ( 2; ProductDates; [Date] )
RETURN
CALCULATE (
SUM ( Table1[Sale] );
ALLEXCEPT ( Table1; Table1[Product_ID] );
Table1[Date] IN LastTwoDates
)