How to dynamic label customer and use that filter on another visual ??

[kidpk111]

Hello there,
This is my problem context, I got the criteria for my customer ID from 2 source of data like this:

The problem is I want to dynamic label the customer each day, month, quarter, year i.e: When I choose 1 day the ID is categorise to VQ1 but when I choose whole month It will average and go to VQ2, I already succeed with this by use this approach: https://www.youtube.com/watch?v=3BlTXhhbOro from Enterprise DNA like this:

---

Group Transaction =

CALCULATE([Transaction],

    filter(VALUES([ClientID]),

        COUNTROWS(

            FILTER(DIM_Categorize 1 (VQ),

                [VQ per Date]>= DIM_Categorize 1 (VQ)[Lower-limit]&&

                [VQ per Date]< DIM_Categorize 1 (VQ)'[Upper-limit]))

                    >0

        &&COUNTROWS(

            FILTER(DIM_Categorize 2 (NA),

                [NA per Date]>= DIM_Categorize 2 (NA)[Lower-limit]&&

                [NA per Date]< DIM_Categorize 2 (NA)'[Upper-limit]))

                    >0)

)
---
The problem with this approach is:
- when I need to use these categories in the slicer to filter another visual, I need to write the whole new measure like that
- When I need to use this measure I need to include the value from  DIM_Categorize 1 (VQ) and DIM_Categorize 2 (NA) or it won't work -> some visuals don't have tooltip to include

- When I use these 2 categories in the slicer, It won't create a connection to data from client ID in other tables like "Customer balance".
- I have 16Gb Ram and more than million rows and It sometimes can calculate the measure.

Is there any more optimal way to do this ? Thank you guy in advance.

Tấn

[v-tangjie-msft]

Hi  @kidpk111 ,

Based on your requirement description and your logic to implement it, I think that the interaction of slicers and visuals that create measures to implement your custom logic is the only and necessary way to implement this requirement in Power BI, and as far as I know, measures are stored as expressions in Power BI and do not consume resources when data is refreshed.

However, according to your description, the hardware configuration of your computer is 16Gb RAM, but the dataset exists more than million rows, which may indeed consume your local computer memory resources to a large extent for the import mode dataset, if your local computer has difficulties, you can try to publish the report to the service for viewing and interaction. Check how well you are using reports on consuming Microsoft's cloud resources, and if the experience on the service is also poor, try to consider purchasing a PPU license and assigning it to your workspace to interact with the report perfectly with your limited local computer resources.

Power BI Premium Per User - Power BI | Microsoft Learn

Best Regards,

Neeko Tang

If this post  helps, then please considerAccept it as the solution to help the other members find it more quickly. 

[kidpk111]

Thank you, I use calculated column for better performance