To create dynamic Profit Margin Segmentation in Power BI using interquartile range (IQR) logic that updates with filters, follow this step-by-step guide using DAX:

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🧮 Objective:

Segment profit margins into:

• High Profit – greater than Q3
• Medium Profit – between Q1 and Q3
• Low Profit – less than Q1

Where Q1 (25th percentile) and Q3 (75th percentile) are calculated dynamically, and the measure should respond to filters (e.g., by region, product, etc.).

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✅ Assumptions:

You have a Sales table with at least these columns:

• [ProfitMargin] (or calculate it if you only have Profit and Revenue)
• You want to segment each row into High / Medium / Low

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💡 Step 1: Create Profit Margin Column (if not available)

Profit Margin = DIVIDE(Sales[Profit], Sales[Revenue])

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💡 Step 2: Create Q1 and Q3 as Measures

Q1 Profit Margin = 
PERCENTILEX.INC(
    ALLSELECTED(Sales),
    Sales[Profit Margin],
    0.25
)

Q3 Profit Margin = 
PERCENTILEX.INC(
    ALLSELECTED(Sales),
    Sales[Profit Margin],
    0.75
)

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💡 Step 3: Create Dynamic Segmentation Measure

Profit Margin Segment = 
VAR Q1 = [Q1 Profit Margin]
VAR Q3 = [Q3 Profit Margin]
VAR CurrentProfitMargin = SELECTEDVALUE(Sales[Profit Margin])
RETURN
    SWITCH(
        TRUE(),
        CurrentProfitMargin < Q1, "Low Profit",
        CurrentProfitMargin >= Q1 && CurrentProfitMargin <= Q3, "Medium Profit",
        CurrentProfitMargin > Q3, "High Profit",
        "Undefined"
    )

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📊 Step 4: Use It in Your Visuals

• Add this Profit Margin Segment to a Table or Matrix visual
• Use slicers to filter by region, product, date, etc.
• It will dynamically update based on the filtered data

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📌 Optional Tips

• Use a Stacked Column Chart with Profit Margin Segment on axis and Count of Sales or Sum of Profit as value.
• You can format the segments with colors using Conditional Formatting.
• If using a calculated column instead of a measure for segmenting, it won’t respond to slicers/filters.

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