Calculated Column for Sales Grouping

DAX DAX Calculations
1

Hi
I’d like to segment my customers based on their predicted sales in order to use this as a cohort

How do I get the segment into a calculated column in the Customer table
Customer Attrition UL - Upload.pbix (789.8 KB)

Thanks for any help

2

Hi,

Thanks for posting your query can you tell more what actually you want and if possible a expected output will do a grt help.

Thanks,
Anurag

3

Hi
I’d like their predicted banding to be add to the customer table

The groupings are based on monthly invoice values
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So based on the predicted mth sales column I’d like the customers original segmentation to be added on the customer table in a new column

The two shown would be in the >8000 group

4

Hi,

You need to create the below calculated column in your customer table:

Sales banding Id =

VAR cus=Customers[Customer]

VAR su=Customers[Predicted Mth Sales]

VAr _id=MAXX(FILTER(‘Sales Banding’,‘Sales Banding’[Max]>su && ‘Sales Banding’[Min]<=su),‘Sales Banding’[SortID])

return

_id

And you can connect that id column to your banding table to use it further in your report.
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I hope this solve your problem.

Attaching the pbix for your reference:
Customer Attrition UL - Upload.pbix (790.5 KB)

1 Like
5

Thank you - with a little tweak for the column to return it works a treat. :grinning: