Create Automated Lists Based On Ranking Calculations in Power BI

by | Power BI

You might find a situation where across a range of different metrics you actually want to show the TopN of something. In the example I run through in this tutorial video, I’m going to show how dynamically we can place a filter on our set of clients that is determined by the ranking in a particular metric. You may watch the full video of this tutorial at the bottom of this blog.

There’s a bit to this one, but if you can learn how this works then there are many different ways you can take this across other dimensions in your data sets.

In this example I want to see my top clients in sales, profits, and profit margins, AND I want to be able to do it dynamically, utilizing the power we have in our data model in Power BI.

So I want to be able to also filter by any time frame, and in this example, I use quarters, and quarters and years.

On top of this, I also want to integrate some ranking logic where I can create a filter which showcases only my top 5, 20 or 50 clients.

By combining all of these techniques, you get this really powerful visualization in your reports where you can really drill into or back out of a particular insight or particular analysis based on any of these metrics that we integrate into our logic.

Try and get your head around each individual part of the formulas I implement here.

Following that, you can begin to get an understanding of how to integrate many DAX formulas all together, because one DAX formula in isolation can only do so much.

Combination measures by utilizing the ‘measure branching’ technique I talk about a lot is how you can create some compelling visualizations and analysis in Power BI.

I cover measure branching in depth across a range of example in the Solving Analytical Scenarios module at Enterprise DNA Online. Check out this course to discover more.

All the best with working out this insight.


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