Measure to group clients into existing vs new, add drilldown for source of "new", & add target %

[Anonymous]

I have the following visual:

I would like to group all of the Sources (except "Existing Client") into "New Clients", while still having the ability to drill-down to show each individual Source (e.g. Personal Networking, Referral, etc.) within my new "New Clients" measure (or conditional column?). I tried just creating a conditional column that says "IF Personal Networking, Referral, etc., THEN "New Client" but because my Source is in Legend, I cannot add my new conditional column "New Clients" underneath it like you would if you added it to the Axis to drill down (create heirarchy?).

Then I would like to create another column (or some other method) that reflects a target of 10% growth of "New Clients" for next year. I was hoping to get some recommendations on the best way to do this. I'm fairly new to Power BI so any help would be appreciated!

Thank you.

[v-eqin-msft · Accepted solution]

Hi @Anonymous ,

• Method1——Add a column with values "New Client" and "Existing Client":

Flag Column = SWITCH(TRUE(), [Source] IN {"Personal Networking", "Referral"},"New Client", "Existing Client")

Then create visuals:

• Method2——Create new group:

Best Regards,
Eyelyn Qin
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler]

@Anonymous Try building out the ad-hoc hierachy in the Axis.