Power BI is an amazing analytical engine! Today I’m going to show you how you can find your top customers – not just as static numbers, but through time and through any time period you could want.
This is the power of DAX combined with the data model at its best.
In this example I use DAX functions such as CALCULATE, FILTER and RANKX, so there are plenty of tips around how to use them in the video. I also show how you can combine them all to get interesting calculations and results.
This type of analysis would be great from a head office perspective. You always want to be really focused on where your revenue will be coming from, so keeping a very close eye on the main contributors to your performance is crucial. Also understanding how this make up of customers changes over time will let you know who to focus your marketing and advertising efforts on, and also provides some attribution around why you’re losing business (as another example).
I also use some conditional formatting techniques inside the great table visualizations. Adding some color can really make your numbers stand out so I highly recommend it. It helps the eye to spot trends that much easier than just looking at bland numbers on a page. Make sure your color palettes work well also.
Good luck with this one.
Leave me a comment if you have any thoughts or feedback on this technique.