I seem to have run into an issue when trying to segment my clients into groups with ranking.
I have a table Company that is linked to our policies table. A client can have multiple policies located in the policies table.
I have created by segment table (Top 25%, Mid 50%, Bottom 25%)
I would like to select a company (in a slicer) and find out how many distinct clients are there in the segment and at what purchase price.
I have gone through the tutorials but cannot break down the purchase price or clients by segment. It shows me all clients in the bottom segment.
Client Ranked = IF ( ISBLANK ( [ScheduleNetCurrent] ), BLANK (), RANKX ( FILTER ( ALL ( AcquistionsSchedule[MasterEntity] ), NOT ( ISBLANK ( [ScheduleNetCurrent] ) ) ), [ScheduleNetCurrent], , DESC ) ) Segmented Schedule Amount = VAR rankdimension = VALUES ( AcquistionsSchedule[MasterEntity] ) VAR totalclients = CALCULATE ( COUNTROWS ( AcquistionsSchedule ), FILTER ( ALL ( AcquistionsSchedule[MasterEntity] ), [ScheduleNetCurrent] > 0 ) ) VAR customerrank = [Client Ranked] RETURN CALCULATE ( [ScheduleNetCurrent], FILTER ( rankdimension, COUNTROWS ( FILTER ( 'Client Segmentation', customerrank > totalclients * 'Client Segmentation'[Low] && customerrank <= totalclients * 'Client Segmentation'[High] ) ) > 0 ) )
Thank you in advance