A TOP N + Other dashboard in Power BI highlights key data points (e.g., top 10 customers) while grouping the rest into an "Other" category for a clearer, more complete view. This approach ensures focus on top contributors without losing overall context.

Steps to Set Up Your TOP N + Other Dashboard

1. Setting up a Data model

Data model for this scenario:

  • Fact table:

    • Sales … Contains info about Margin + Sales and IDs for dimension

  • Dimension tables:

    • Salesman … ID Salesman | Salesman

    • Product category … ID Product category | Product category

    • Product … ID Product | Product

2. Calculated table to add ,,Other” as a new row

Create a calculated table that adds an "Other" row, grouping data not in the TOP N for a complete view.

DAX Calculated table:

TOP Salesman = UNION( DISTINCT (Salesman[Salesman]), -- to find unique names of the products DATATABLE ( -- one row table having value "Others" "Salesman", STRING, { { "Other" } } ) )

3. Connect calculated table to Dimension table

Link the calculated table to the dimension table to maintain relationships and ensure accurate filtering. Relationship should be set on the ,,Salesman” column in this case.

Repeat steps #2 and #3 for other Dim tables.

4. Create TOP N table + create Selected TOP N measure inside this table

Create a TOP N table and define a Selected TOP N measure within it to dynamically control the number of top items displayed. It is possible to create a TOP N table only by entering data.

Selected TOP N measure:

Selected TOP N = SELECTEDVALUE('TOP N'[Number], 10)

5. Create TOP N + Other Salesman Turnover measure

Create a TOP N + Other Salesman Turnover measure to calculate turnover for the top salesmen while grouping the rest into "Other."

TOP N Salesman Turnover:

Top N Salesman Turnover = VAR TopTable = TOPN( [Selected TOP N], ALLSELECTED ('TOP Salesman'[Salesman]), [Turnover] ) VAR TopValue = CALCULATE( [Turnover], KEEPFILTERS(TopTable) ) VAR Other = CALCULATE( [Turnover], ALLSELECTED('TOP Salesman'[Salesman]) ) - CALCULATE( [Turnover], TopTable ) VAR Selected = SELECTEDVALUE('TOP Salesman'[Salesman]) RETURN SWITCH ( TRUE(), HASONEVALUE('TOP Salesman'[Salesman]) && Selected <> "Other", TopValue, HASONEVALUE('TOP Salesman'[Salesman]) && Selected = "Other", Other, Other + TopValue )

Repeat this for Turnover and Margin in TOP Products, TOP Product category and TOP Salesman table.

6. Create Field parameter for Dimension and Measure table

Create a Field Parameter to switch between dimensions and measures dynamically, enhancing dashboard flexibility.

Dimension field parameter:

Dimension = { ("Salesman", NAMEOF('TOP Salesman'[Salesman]), 0, "Salesman"), ("Product Category", NAMEOF('TOP Product category'[Product Category]), 1, "Product Category"), ("Product", NAMEOF('TOP Products'[Product]), 2, "Product") }

7. Final measure that switches between dimensions and measures

Create a Final Measure that dynamically switches between selected dimensions and measures for flexible data analysis.

DAX Measure:

Measure = SWITCH( TRUE(), SELECTEDVALUE('Measure'[Measure]) = "Turnover" && SELECTEDVALUE('Dimension'[Column]) = "Salesman", [Top N Salesman Turnover], SELECTEDVALUE('Measure'[Measure]) = "Turnover" && SELECTEDVALUE('Dimension'[Column]) = "Product Category", [Top N Product category Turnover], SELECTEDVALUE('Measure'[Measure]) = "Turnover" && SELECTEDVALUE('Dimension'[Column]) = "Product", [Top N Products Turnover], SELECTEDVALUE('Measure'[Measure]) = "Margin" && SELECTEDVALUE('Dimension'[Column]) = "Salesman", [Top N Salesman Margin], SELECTEDVALUE('Measure'[Measure]) = "Margin" && SELECTEDVALUE('Dimension'[Column]) = "Product Category", [Top N Product category Margin], SELECTEDVALUE('Measure'[Measure]) = "Margin" && SELECTEDVALUE('Dimension'[Column]) = "Product", [Top N Products Margin] )

Final TOP N + Other Power BI Dashboard

The result is a powerful TOP N + Other Power BI dashboard providing a clear, complete view of your data. This dashboard helps you:

  • Highlight key contributors while preserving full data context.

  • Group smaller contributors into an "Other" category.

  • Enable dynamic control over TOP N selections.

  • Improve data clarity and decision-making.

Build your TOP N + Other Power BI dashboard today for better insights and smarter reporting!

#2 Quick win - TOP N Dashboard.pdf

#2 Quick win - TOP N Dashboard.pdf

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