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Calculating # customers / # orders in banding table|Power Pivot|Excel Forum|My Online Training Hub

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sp_CrumbsHome HomeExcel ForumPower PivotCalculating # customers / # orders …
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Calculating # customers / # orders in banding table
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Alison Banks
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March 15, 2019 - 6:09 am
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I've created a banding table that groups order value based on what is selected in a metric.

I want to be able to include the number of customers and the number of orders that make up the total order value in each of the groups eg (data not representative of the attached model)

 

Band       Value      # Customers       # Orders

<1000      3500            2                      5
<3500      7500            1                      1

 

I've tried lots of different ways but the # customer and # orders will not filter based on the time frame.

This is a non-standard calendar

I've attached a power bi model

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Philip Treacy
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March 15, 2019 - 8:59 am
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PBI File attached

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Mynda Treacy
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March 15, 2019 - 2:58 pm
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Hi Alison,

The Table filters for me when I click on a column in the chart.

Mynda

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Alison Banks
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March 15, 2019 - 5:09 pm
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the # customers and # orders is not calculating for each group banding - that's the issue.

I've tried all sorts - if I get the banding to work for customers and orders then the filter for periods doesn't work

the example model just has the basic workings - it doesn't work as I want it to

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Mynda Treacy
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March 15, 2019 - 9:41 pm
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Can you please give me an example of what you expect and what it's returning based on the file you provided so we can focus on one example to troubleshoot?

Thanks,

Mynda

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Alison Banks
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March 15, 2019 - 11:27 pm
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File attached with all the measures included.   the # Customers by Banding is the one that appears not to be working.

It looks like it is evaluating the total for the customer for the period and then putting it into a band rather than evaluating how many different customers make up the Order Banding column ie total of orders that are within the banding limits

Thanks

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Mynda Treacy
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March 18, 2019 - 10:10 am
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This measure is summing the number of customer types, not the number of distinct customers:
 
# Customers by Banding = SUMX(Customer,IF([Selected Order Value Metric]>=[BandMin]&&[Selected Order Value Metric]<[BandMax],[Selected # Customer Type Metric]))
 
There is only 1 customer type for fiscal period 2 for orders <1000 and that's 'new' customers. Likewise for fiscal period 3. 
 
I hope that points you in the right direction.
 
Mynda
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Alison Banks
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March 18, 2019 - 11:33 pm
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Thanks - changing this from [selected # Customer Type metric] to simply [# Customers] or removing the measure completely and adding DISTINCTCOUNT of CUST.ID doesn't give me the correct answers.   It still isn't working

In the case of Period 2 FY 2018 ALL Orders there are 3 different customer id's

In the case of Period 3 FY 2018 ALL Orders there are  3 different customer id's

Any ideas?

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Alison Banks
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March 26, 2019 - 12:13 am
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Can someone help please?

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Mynda Treacy
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March 27, 2019 - 9:34 am
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Hi Alison,

I've moved this thread to the open Power Pivot forum as this is outside the scope of the course and I don't currently have time to understand the complexities of your scenario. Hopefully someone else can take a look for you now that it's open to all forum members.

Mynda

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Catalin Bombea
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March 30, 2019 - 10:18 pm
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Hi Alison,

You have added fields from Banding table (Label) into the pivot table, but there is no relationship between Banding and Orders Intake tables.

Add a calculated column to Orders Intake table, to calculate where the Order Value fits: into <1000, <3500, and so on. Next, add a relationship between the Orders Intake-(new calculated column) and Banding table-Label column. Only then the pivot will be able to understand what you want and it will display the report as you expect.

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