Help - conditions on a column

[andrewjones11]

Hi,

Is is possible to apply the following logic to a new column?

If task set = "Quick Quote" and contains a value for "Opportunity Ref", include this in a funnel visual when I've filtered a slicer to "Specified Opportunity" (specified opportunity is also a task set).

Values:

Opportunity Ref	Task Set	Quote Number
TEST180121	Quick Quote	1
test1234	Quick Quote	2
test8520	Quick Quote	3
test4332	Quick Quote	4

I would like the above values to show in a funnel visual along with those with task set Specified Opportunity. Any Quick Quotes that do not have an Opportunity Ref cannot show in the funnel.

Hope this makes sense, thanks.

[v-robertq-msft]

Hi, 

Have you followed the DAX formula and method posted by ValtteriN to find the solution to your problem?

If so, would you like to mark his reply as a solution so that others can learn from it too?

Thanks in advance!

How to Get Your Question Answered Quickly 

Best Regards,

Community Support Team _Robert Qin

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ValtteriN · Accepted solution]

Hi,

There isn't really need to make DAX for this since BLANK values and certain Task sets can be filtered in visuals:

Example:

End result (note the filters on visual):

However, if you insist on dax you can create a calculated column or filter measure and use that for filtering. E.g.

Filter column = IF('Example (2)'[Task Set]="Quick Quote"&&'Example (2)'[Opportunity Ref]<>BLANK(),1,0)

I hope this post helps to solve your issue and if it does consider accepting it as a solution and giving the post a thumbs up!

[AnkitKukreja]

Hi! @andrewjones11 

Can you share a sample file with 15-20 line item and expected result?