Grouping of customer based on their users output is not showing correctly.

[sagarsahoo_123]

Hi All,

I am trying to group of customers based on users output value. But somehow the result is not coming correctly. Please see the below image for more information on the issue.

On the right side there are averages of output value shown against each customer. This averages is done by calculating the employees output average working for that customer, which is working fine. But then on the left side bases on the average value i want to put them into 3 different categories which i have mentiond in the above note section. But while trying to count the customer falling into each category of output, it is throwing completely wrong information. For example i have sorted the Customer based on descending Avg Output(ILP) values in the Right image above. Here on the right hand side  4 customers are below 95 in the May month. Please note in the right hand side May 2022 month is selected. Means on the left hand side in the May month, only 4 customers should be displayed under Low Output, but it is showing 101.

I have written below Code  for Output category which is used in the left side Matrix view.

----------Created Calculated column using below code.

Output = IF( CustomerTable[ILP Avg]<95,"Low Output",IF(CustomerTable[ILP Avg]>=100, "High Output","Medium Output"))

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And [ILP Avg] measure has been created using below codes:

ILP Avg = CALCULATE(AVERAGE(CustomerTable[ILP]), ALLEXCEPT(CustomerTable,CustomerTable[Customer]))

---------------

Please help me how can i get the correct value for the Left visual created above toget the correct customers count in each category of Output. Please advice me for better approach. Any help would be highly appreciated.

[Ashish_Mathur]

Hi,

Share the link from where i can download your PBI file.

[sagarsahoo_123]

Hi @Ashish_Mathur,

As per your suggestion attached the file in your linkdin. Please look at the Customer Page. Suggest if any changes required to get the customer counts to the following category(High,Low,medium). 

Regards,

Sagar

[Ashish_Mathur · Accepted solution]

Hi,

You may download my PBI file from here.  Reapply whatever filters you want to from in the Filter pane.  I have completely disregarded the Customer table.

Hope this helps.

[sagarsahoo_123]

Hi @Ashish_Mathur ,

Thanks a lot for your quick support. Really it helped. Your effort is much appreciated.

Regards,

Sagar

[Ashish_Mathur]

You are welcome.

[amitchandak]

@sagarsahoo_123 , No this will not work on a measure like this. You need to do dynamic segmentation

Refer

Dynamic Segmentation Bucketing Binning
https://community.powerbi.com/t5/Quick-Measures-Gallery/Dynamic-Segmentation-Bucketing-Binning/m-p/1...

Dynamic Segmentation, Bucketing or Binning: https://youtu.be/CuczXPj0N-k

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://www.youtube.com/watch?v=W4EF1f_k6iY