Graph and visualization help

[vjnvinod]

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?

[praiselyabraham · Accepted 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.

[vjnvinod]

@praiselyabraham

thanks very much, this is helpful

[vjnvinod]

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!

[vjnvinod]

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!

[praiselyabraham]

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.

[vjnvinod]

@praiselyabraham

thanks for this

But it doesn't looks like it works

How do i categorise G360, Top 10 core , Next 15 core, Remainder?

[vjnvinod]

@praiselyabraham

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.

[praiselyabraham]

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]?

[vjnvinod]

@praiselyabraham

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]

[vjnvinod]

@praiselyabraham

Hi, can i assume this is not possible?

[praiselyabraham]

Hi , 

Try creating a rank column and categorizing it based on the rank column.

Can you try this option !

Regards.

[vjnvinod]

@praiselyabraham

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.

[vjnvinod]

@praiselyabraham

anything on this?