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Cgowdar
Frequent Visitor

Top customers who are contributing to the 80% of the total amount

Following is the sample data used in the report to find the Top customers who are contributing to the 80% of the total amount

 

YearMonthCustomerAmount INRAmount USD
2017FebCustomer 16500108
2017FebCustomer 3500083
2017JanCustomer 3450075
2017JanCustomer 2300050
2017FebCustomer 2250042
2017MarCustomer 1250042
2017FebCustomer 4230038
2017AprCustomer 2230038
2017AprCustomer 1220037
2017JanCustomer 1200033
  100% Amount32800547
  80% Amount26240437

 

 

Would like to find find out who are those customers who will full fill the 80% of the total amount in the desc order for both INR and USD

 

Report consists of calender , currency type and customers filter

 

any solution on this will be very helpfull

 

Thanks in advance

 

 

2 ACCEPTED SOLUTIONS
Zubair_Muhammad
Community Champion
Community Champion

Hi @Cgowdar

 

See the attached file

(With your sample date)

 

I hope this will help although your original model would be complex

 

111.png

 

 

 

 


Regards
Zubair

Please try my custom visuals

View solution in original post

@Cgowdar

 

Here is what I have Done

 

1) RANK the Customers based on AMOUNT (lets say INR)

 

RANK INR =
IF (
    HASONEVALUE ( TableName[Customer] ),
    RANKX (
        ALLSELECTED ( TableName[Customer] ),
        CALCULATE ( SUM ( TableName[Amount INR] ) ),
        ,
        DESC,
        DENSE
    )
)

2) Add Cumulative Totals using RANK from 1st to last Ranked Customer

 

CumulativeTotals =
VAR CurrentRANK = [RANK INR]
RETURN
    SUMX (
        FILTER (
            ALLSELECTED ( TableName[Customer] ),
            CALCULATE ( [RANK INR] ) <= CurrentRANK
        ),
        CALCULATE ( SUM ( TableName[Amount INR] ) )
    )

3) Last step..Cumulative contribution by each Customer based in order of their RANK

 

Cumulative Percentage =
[CumulativeTotals]
    / CALCULATE ( SUM ( TableName[Amount INR] ), ALLSELECTED ( TableName[Customer] ) )

Regards
Zubair

Please try my custom visuals

View solution in original post

6 REPLIES 6
Zubair_Muhammad
Community Champion
Community Champion

Hi @Cgowdar

 

See the attached file

(With your sample date)

 

I hope this will help although your original model would be complex

 

111.png

 

 

 

 


Regards
Zubair

Please try my custom visuals

 Hi 

 

Is there a way to  filter by top x%, but default setting should be to show top 80%. Filter should allow 10-100% and in 10% increments?

 

Thanks

Simona


@Zubair_Muhammad wrote:

Hi @Cgowdar

 

See the attached file

(With your sample date)

 

I hope this will help although your original model would be complex

 

111.png

 

 

 

 



@Zubair_Muhammad wrote:

Hi @Cgowdar

 

See the attached file

(With your sample date)

 

I hope this will help although your original model would be complex

 

111.png

 

 

 

 


 

@Cgowdar

 

Here is what I have Done

 

1) RANK the Customers based on AMOUNT (lets say INR)

 

RANK INR =
IF (
    HASONEVALUE ( TableName[Customer] ),
    RANKX (
        ALLSELECTED ( TableName[Customer] ),
        CALCULATE ( SUM ( TableName[Amount INR] ) ),
        ,
        DESC,
        DENSE
    )
)

2) Add Cumulative Totals using RANK from 1st to last Ranked Customer

 

CumulativeTotals =
VAR CurrentRANK = [RANK INR]
RETURN
    SUMX (
        FILTER (
            ALLSELECTED ( TableName[Customer] ),
            CALCULATE ( [RANK INR] ) <= CurrentRANK
        ),
        CALCULATE ( SUM ( TableName[Amount INR] ) )
    )

3) Last step..Cumulative contribution by each Customer based in order of their RANK

 

Cumulative Percentage =
[CumulativeTotals]
    / CALCULATE ( SUM ( TableName[Amount INR] ), ALLSELECTED ( TableName[Customer] ) )

Regards
Zubair

Please try my custom visuals

Hi @Zubair_Muhammad, I have calculated the cumulated  %. How do I calculate the count of customers contributing to 80% of value.

I have used this Dax

80% = COUNTROWS(FILTER(VALUES('Table'[Customer Name]),[Cumulative Percentage]<=0.8)).
You help is highly appreciated.

@Zubair_Muhammad 

please share pbix file, its not found in one drive, I am looking on same requirement

This worked like a Pro.

 

Thanks a lot for your valuable reply.

 

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