Hello All,
Have accounts that buy different services for different products. There is a segmentation concept within SEO that looks at the accounts that make up the top 50% of your revenue, those that make up the next 48% and finally the tail that make up the last 2%. Using a slicer, it makes this revenue number dynamic plus I'm trying to group accounts by have a cumulative revenue less than or equal to the segment boundary. Other segmentation techniques I've seen in the community look at accounts in isolation between certain boundaries.
The data looks like:
Accounts,Service,Product,Revenue
Client1,Installation,Network,$10
Client1,Design,Security,$20
Client1,Support,Telephony,$30
Client2,Installation,Network,$30
Client2,Design,Security,$40
Client2,Support,Telephony,$50
Client3,Installation,Network,$90
Client3,Design,Security,$5
Client3,Support,Telephony,$100
It's just in a single fact table at the moment.
I'm a novice trying to work out how to apply this logic. RankX and TopN focus on ranking and looking at the top accounts. However, the logic of what I'm after is:
1) Slice the data by service or product
2) Create calculated measures (50% of Revenue (REV50), 48% of Revenue (REV48), 2% of Revenue (REV2))
3) Sort the accounts by revenue descending
4) Sum descending the rows until <= REV50. Mark a column for Segment - Top.
5) Sum descending the following rows until <= REV48. Mark a column for Segment - Middle.
6) Mark the remaining rows as - Tail.
7) Have a table view which I can slice with a button by Top, Middle or Tail.
Is this feasible in PowerBI?
Cheers
