This post is about segmenting data using static parameters PowerPivot or PowerBI. The scenario occurs frequently in many businesses, for example you may want be able to review the sales volume based on a low, medium or high price point.

1. Power-Ups
Static Segmentation
PowerBI

2. Problem
● You would like to group data into predetermined
segments or ranges
● A sales analyst would like to group sales volume by the
product’s price for example a low, medium and high price
● The grouping (Low, Medium and High) should appear as
column headers in a pivot table
2

3. Solution
● This scenario can be solved using Static Segmentation
● You need the following:
○ A disconnected segmentation table
○ A calculated column in the sales table. Calculating to
which segment each row belongs
3

4. Place your screenshot
here
4
Data
Sales and a segmentation
table
The parameter table does
not contain the product
code. So there can not be a
relationship between the
Sales and the Parameters
table

5. 5
Import
data
Import the sales table into
PowerBI.

6. Relationship
Segmentation and Sales tables
Please note that there is
no relationship between
the sales and the
segmentation table
6

7. 7
Calculated
Column
Because the user wants to use
the segmentation as the pivot
table headers and there is no
relationship between the
product and sales tables the
calculation would need to be
a calculated column in the
Sales table

8. 8
VALUES ()
The VALUES () function
returns a single column table
based on the filter condition.
The condition is filtering the
segmentation table based on
sales price in the sales table

9. 9
FILTER ()
FILTER() the segmentation
table where the sales price in
the sales table is greater than
the minimum price in
segmentation table and less
than or equal to the maximum
price in the segmentation
table

10. 10
Further
example
The $44 sales price is used to
filter the segmentation table
and return the segmentation
value.
In the example $44 meets
the min and max criteria of
the high ($25 - $50) range.
That range value is returned
in the calculated column

11. Ta-dah!
The sale volume is grouped by
the segmentation values.
Product A sold well at pricing
between $25 - $50 but not so
good at a range between $5 -
$17)
11

12. Thanks!
I am Johann Krugell
A practical guide to “Power-Up” your analysis
You can find me at @JohannKrugell@linkedin
12

13. Credits
Special thanks to all the people who made and
released these awesome resources for free:
● Presentation template by SlidesCarnival
● Photographs by Unsplash
13