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Hi,
I have a requirement , where my data looks like below
https://www.dropbox.com/s/1n3gtyqxb8wjncn/data.xlsx?dl=0
Account AccountSegment TER_FYTD_USD
Eig | Core | 0 |
Dol | Core | 33914.75 |
818 | Core | 0 |
818 | Core | -7439.3 |
DE | G360 | 0 |
DE | G360 | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
Edi | Core | 0 |
Edi | Core | 31351.83162 |
Edi | Core | 0 |
Edi | Core | 52873.82172 |
I need to create a format in Power BI in the below format (this is done PPT)
let me know how do i achieve this?
Solved! Go to Solution.
Hey ,
So here's what i did, i grouped the the table using edit query, and the group by transformation as shown below.
Now , on the data modelling section , created two column as below
Rank= IF([AccountSegment]="Core",RANKX('Account Grouped',[FYTD]))
and
categorize = SWITCH(TRUE(),[RANK]>25, "Remainder",
[RANK]>10, "Next 15 Core",
[RANK]>0, "Top 10 Core",
"G360")
Now use this categorize column to create the visual.
Hope this servers your need.
Regards.
Hey ,
So here's what i did, i grouped the the table using edit query, and the group by transformation as shown below.
Now , on the data modelling section , created two column as below
Rank= IF([AccountSegment]="Core",RANKX('Account Grouped',[FYTD]))
and
categorize = SWITCH(TRUE(),[RANK]>25, "Remainder",
[RANK]>10, "Next 15 Core",
[RANK]>0, "Top 10 Core",
"G360")
Now use this categorize column to create the visual.
Hope this servers your need.
Regards.
Hi,
I have a requirement , where my data looks like below
https://www.dropbox.com/s/1n3gtyqxb8wjncn/data.xlsx?dl=0
Account AccountSegment TER_FYTD_USD
Eig | Core | 0 |
Dol | Core | 33914.75 |
818 | Core | 0 |
818 | Core | -7439.3 |
DE | G360 | 0 |
DE | G360 | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
DE | Core | 0 |
Edi | Core | 0 |
Edi | Core | 31351.83162 |
Edi | Core | 0 |
Edi | Core | 52873.82172 |
I need to create a format in Power BI in the below format (this is done PPT)
let me know how do i achieve this?
Can you help create a format which i can use? seee the sample file attached!
Hi ,
The top visual can be achived using the waaterfall chart , give it a shot, it should work.
For the below information , you would have to place tables for the respective information .
Regards.
thanks for this
But it doesn't looks like it works
How do i categorise G360, Top 10 core , Next 15 core, Remainder?
https://www.dropbox.com/s/1n3gtyqxb8wjncn/data.xlsx?dl=0
Can you please try and share? how you think this can be achieved?
sample file attached in the link.
how are you expecting the values of G360, top 10 core, top15 core ?
is it based on the [account] column? or based on [TER_FYTD_USD]?
Its based on account and [TER_FYTD_USD]
basically it means
G360 accounts
Top 10 core accounts based on the [TER_FYTD_USD]
Next 15 core accounts based on [TER_FYTD_USD]
Remainder accounts based on [TER_FYTD_USD]
Hi ,
Try creating a rank column and categorizing it based on the rank column.
Can you try this option !
Regards.
tried doing that, but that doesn't helps, as the grouping of account is should be done before ranking them.
that means, there are many entries for 1 account and ranking should be done in a way that it should club those accounts first and summarize it based on TER value and then rank it.
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