filtering custom column values by range, and displaying the true value

[Lil789]

Hello all,  I need your help!  

This below is a custom column I have to display fees:

Fees = IF(isblank(Enquiry_UDF[Total Fee Estimate]),IF(ISBLANK(Enquiry_UDF[AE Labour Fee]),Enquiry_UDF[Capital Value of Project],Enquiry_UDF[AE Labour Fee]),Enquiry_UDF[Total Fee Estimate])+0

I have also needed & created measures to count the number of transactions by various value ranges.  For example:

Under $10K = CALCULATE(DISTINCTCOUNT('Enquiry'[Proposal Code]),FILTER('Enquiry_UDF','Enquiry_UDF'[Fees]<10000))

Now I am trying to display the value of each transaction [Fees] by range:  For example:

unit	under 10	10k-200k	200k-1M	…
xyz	$8,000	18000	400000
yzz		130000
zzz		190000
sss	$7,000		800000

What I end up getting is:

unit	under 10	10k-200k	200k-1M	…
xyz	TRUE	TRUE	TRUE
yzz		TRUE
zzz		TRUE
sss	TRUE		TRUE

test4 = If(Enquiry_UDF[Under $10K], TRUE(),

SELECTEDVALUE (Enquiry_UDF[Fees]))

I also tried to get Enquiry_UDF[Fees], using KEEPFITERS Enquiry_UDF [Under $10K]

I am new to this and very much appreciate your help!

[Lil789]

@sturlaws !  Thank you so much that solved the Segment issue!  I see the numbers are also accurate when I cross-reference them.  The Unit custom colum also pulls the accurate data.  However the segment value [individual fee value] isn't showing as your file does.  

current result:

Measure after your correction:

Unit Column:

expected result:

[similar to the result on your file].  😥

[v-chenwuz-msft]

Hi @Lil789 ,

Is that these tables with relationship between them? "unit" and "Segment" should be in different tables and these tables have no relationship.

Or you can share the pbix file with fake data if you need more help.

Best Regards

Community Support Team _ chenwu zhu

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

[Lil789]

@sturlaws , thank you so much for sharing that method!  I believe I followed it but kept getting errors... please take a look at this when you can?  

This is the error I get:

This is the table

Can you help me correct the errors please?

Thanks!

[sturlaws]

It might be because you have an unclosed paranthesis:

Try removing one of those opening paranthesis

[Ashish_Mathur]

Hi,

Share the link from where i can download the PBI file.  Why is the FEE measure a series of IF() functions?  Ideally shouldn't that be a SUM() function?  I am conused.

[Lil789]

@Ashish_Mathur 

Thank you for your quick response Ashish, the reason the Fee measure is a series is - it is get data from this column, and if null go to this other column, and if data doesn't exist there go to this last column.  The file contains company confidential data so I can't share as-is.  I will strip off and send if I don't get a resolution.  

What I need is, once the Fee value is obtained [and that measure works now], to report it by department, by value range like this in a table:

[sturlaws]

Hi, @Lil789,

I think you can solve your issue using the method described here: https://www.daxpatterns.com/dynamic-segmentation/ 

I have created a sample report, based on the information you provided and the method from the URL.

Cheers,
Sturla

If this post helps, then please consider Accepting it as the solution. Kudos are nice too.