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dancruth
Frequent Visitor

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

I have the following visual:

 

dancruth_1-1627585226474.png

dancruth_2-1627586711441.png

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.

 

1 ACCEPTED SOLUTION
Eyelyn9
Community Support
Community Support

Hi @dancruth ,

 

  • 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:

Add new column for AXIS.PNG

 

  • Method2——Create new group:

create new group.gif

 

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.

View solution in original post

2 REPLIES 2
Eyelyn9
Community Support
Community Support

Hi @dancruth ,

 

  • 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:

Add new column for AXIS.PNG

 

  • Method2——Create new group:

create new group.gif

 

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.

View solution in original post

Greg_Deckler
Super User
Super User

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


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