Count of customers by dynamic segment

[av9]

Hi

I am trying to group customers by 4 segements. Those who hold both Index Funds & Stocks, Index Fund Only, Stocks Only, and those who hold nothing.

I created a segments measure based on some conditions which gives me this output in table.

Total Value = SUM ( Investments[Value] )

Index Fund Value = CALCULATE ([Total Value], FILTER(Asset, Asset[Asset Type] = "Index Funds" )

Stocks Value = CALCULATE ([Total Value], FILTER(Asset, Asset[Asset Type] = "Stocks" )

Segments = 
SWITCH(
 TRUE(), 
 [Index Fund Value]>0 && [Stocks Value]>0, "Index Funds & Stock",
 [Index Fund Value]>0 && [Stocks Value]<=0, "Index Funds Only",
 [Index Fund Value]<=0 && [Stocks Value]>0, "Stocks Only",
 [Index Fund Value]<=0 && [Stocks Value]<=0, "Nothing",
 BLANK())

The output snapshot is this:

I now need to be able to count how many customers are in each segment and represent it in a bar chart that looks like this:

So each bar would show the count of customers in each segment.

I tried to use a disconnected table but not sure how it works win this scenario. I have tried multiple techniques but cant seem to get the right measure.

This is the PBIX im working with.

https://drive.google.com/file/d/1r_rNN995HPC6CWIJV7zH_bDZ7QylFEFo/view?usp=sharing

[Greg_Deckler]

@av9 In general, to use a measure in that way, you need to use the Disconnected Table Trick as this article demonstrates: https://community.powerbi.com/t5/Community-Blog/Solving-Attendance-with-the-Disconnected-Table-Trick...

[av9]

I gave that a try and but couldn't quite figure it out for my sceanrio. I tried another one of your techniques I came across and it gave me a bar chart I am after, but was wandering if you knew how to ensure I can still crossfilter in the visuals in teh report. I.e you click on the bar and it filters the table?

PBIX file

Count of Segment = 
VAR Segment =SELECTEDVALUE(Segments[Segment],"All")
RETURN
SWITCH(true(),
Segment="Index Funds & Stocks", COUNTX(FILTER(Customer,[Segments]="Index Funds & Stocks"),Customer[CustomerID]),
Segment="Index funds Only",COUNTX(FILTER(Customer,[Segments]="Index funds Only"),Customer[CustomerID]),
Segment="Stocks Only", COUNTX(FILTER(Customer,[Segments]="Stocks Only"),Customer[CustomerID]),
Segment="Nothing", COUNTX(FILTER(Customer,[Segments]="Nothing"),Customer[CustomerID])
)

[PaulDBrown · Accepted solution]

This measure seems to work:

Filter measure =
IF (
    ISFILTERED ( Segments[Segment] ),
    COUNTROWS (
        FILTER ( Customer, [Segments] IN { VALUES ( Segments[Segment] ) } )
    ),
    1
)

Select the table visual, add the measure to the filters for the visual in the filter pane and set the value to "is 1"

Edit: the filtering should work if you select more than one bar using ctrl