calculating 20th and 80th percentile thresholds

[Anonymous]

All - I'm VERY new to power BI (like, a day) but have been developing in qlik for quite some time.  I'm trying to re-create a dashboard where I have client spend data grouped by percentile (0-20,20-80,80+).  In Qlik, i used the fractile function in the script to define the breakpoints and put a flag of 1,2,3 on each account based on which bucket their revenue fell in but can't figure out how to accomplish the same thing.  

Any suggestions would be appreciated!

[v-rzhou-msft · Accepted solution]

Hi @Anonymous 

I think you want to group the users whose precentile>=0 &<=20% to1, 20%<percentile<=80% to2 and percentile >80% to 3.

Due to I don't know your data model, I build a sample table to have a test. I set the target = 10000, and calculate the percentile by divide Revenue and Target.

Build a calculated column as below.

Flag = 
Var _Target = 10000
Var _percentile = DIVIDE('Table'[Revenue],_Target)
Var _Flag = IF(_percentile<=.20,1,IF(_percentile>.80,3,2))
Return
_Flag

Result:

If this reply still couldn't help you solve your problem, please show me more details about your data model.

And you can provide me with your calculate logic and the result you want.

Or you can share your pbix file with me by your Onedrive for Business.

Best Regards,

Rico Zhou

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

[v-rzhou-msft · Accepted solution]

Hi @Anonymous 

Could you tell me if your problem has been solved? If it is, kindly Accept it as the solution. More people will benefit from it. Or you are still confused about it, please provide me with more details about your table and your problem or share me with your pbix file from your Onedrive for Business.

Best Regards,

Rico Zhou

[v-rzhou-msft · Accepted solution]

Hi @Anonymous 

I think you want to group the users whose precentile>=0 &<=20% to1, 20%<percentile<=80% to2 and percentile >80% to 3.

Due to I don't know your data model, I build a sample table to have a test. I set the target = 10000, and calculate the percentile by divide Revenue and Target.

Build a calculated column as below.

Flag = 
Var _Target = 10000
Var _percentile = DIVIDE('Table'[Revenue],_Target)
Var _Flag = IF(_percentile<=.20,1,IF(_percentile>.80,3,2))
Return
_Flag

Result:

If this reply still couldn't help you solve your problem, please show me more details about your data model.

And you can provide me with your calculate logic and the result you want.

Or you can share your pbix file with me by your Onedrive for Business.

Best Regards,

Rico Zhou

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

[Anonymous]

Thank you!  This worked out

[amitchandak]

@Anonymous , not very clear. check if this can help

https://blog.enterprisedna.co/implementing-80-20-logic-in-your-power-bi-analysis/
https://forum.enterprisedna.co/t/testing-the-pareto-principle-80-20-rule-in-power-bi-w-dax/459
https://finance-bi.com/power-bi-pareto-analysis/
https://community.powerbi.com/t5/DAX-Commands-and-Tips/Calculate-the-sum-of-the-top-80/td-p/763156

[Greg_Deckler]

@Anonymous - I think that you use PERCENTILE.EXC, PERCENTILE.INC, PERCENTILEX.EXC and PERCENTILEX.INC for that sort of thing. But sparse on details.

Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.