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