Assign unique identifiers based on multiple criteria within a transactional data set

[Anonymous]

Hello, 

I have a set of data that describes case work coming into a support organization, including who owns it during different points over the case lifecycle. What I need to do is describe each case as having been owned by a group, i.e.  'Red', 'Blue' or 'Red&Blue', based on the Team that shows up in the ownership history. I have a separate table maps the Teams to their group, something like the following:

Team A = Red

Team B = Blue

(In reality, I have many more Team combinations, but just trying to keep it simple to get the logic)

Tables:

Case[Case]

User[Team]

History[Time]

Case      Team       Time

123        A             11:23

123        B             12:34

123        A             12:54

456        B              1:50

456        B              1:56

789        A              10:21

234        A              7:45

234        A              7:52

234        B              7:59

I'd like to produce a table that includes the following:

Case      Group

123        Red&Blue

456        Blue

789        Red

234        Red&Blue

I intend to use the output against other attributes within the Case table, so whether it actually needs to be a table or a measure may be immaterial(?). Any help is appreciated - thank you in advance. 

[v-yulgu-msft · Accepted solution]

Hi @Anonymous,

Based on my understanding, I created two sample tables.

Test_1

    

Test_2

To get desired output, please new a calculated table with this DAX formula:

Test_3 =
SUMMARIZE (
    ADDCOLUMNS (
        SUMMARIZE ( Test_1, Test_1[Case], Test_2[Team] ),
        "Group", LOOKUPVALUE ( Test_2[Group], Test_2[Team], [Team] )
    ),
    [Case],
    "Group2", CONCATENATEX (
        ADDCOLUMNS (
            SUMMARIZE ( Test_1, Test_1[Case], Test_2[Team] ),
            "Group", LOOKUPVALUE ( Test_2[Group], Test_2[Team], [Team] )
        ),
        [Group],
        "&"
    )
)

Best regards,

Yuliana Gu

[ImkeF]

1) Create a lookup table with column "TeamKey" (containing A, B...) and another column "TeamName" (Red, Blue...)

2) Merge your main table with the lookup table and expand "TeamName"

3) Group on "Case" and choose "All" as aggregation with default-name "Count"

4) Add a column where you create your text string dynamically: Text.Combine([Count][TeamName], "& ")