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Yuiitsu
Helper V
Helper V

Creating new column with custom grouping

Hi Experts

 

I would like to create a new column to group my customer base on certain rules. Please take a look at the example I created below

 

CustomerItem Purchased
AAAGT
BBBGT
AAAAT
CCCAT
CCCFT
DDDGT
DDDGT
AAAHT
CCCHT

 

I want the rule to be like this:

New column= if customer = AAA = "AAA",

if customer = BBB = "BBB"

anything else will be grouped as "others"

 

Can anyone tell me how to set this formula? 

Let me know if my request is confusing. 

Thanks!

1 ACCEPTED SOLUTION
v-alq-msft
Community Support
Community Support

Hi, @Yuiitsu 

 

Based on your description, you may create a meausre or a column as follows.

 

 

Result = 
var _customer = SELECTEDVALUE('Table'[Customer])
return
IF(
    ISFILTERED('Table'[Customer]),
    IF(
        _customer in {"AAA","BBB"},
        _customer,
        "others"
    )
)

Result Column = 
IF(
    'Table'[Customer] in {"AAA","BBB"},
    'Table'[Customer],
    "others"
)

 

 

 

Result:

b2.png

 

Best Regards

Allan

 

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

View solution in original post

3 REPLIES 3
v-alq-msft
Community Support
Community Support

Hi, @Yuiitsu 

 

Based on your description, you may create a meausre or a column as follows.

 

 

Result = 
var _customer = SELECTEDVALUE('Table'[Customer])
return
IF(
    ISFILTERED('Table'[Customer]),
    IF(
        _customer in {"AAA","BBB"},
        _customer,
        "others"
    )
)

Result Column = 
IF(
    'Table'[Customer] in {"AAA","BBB"},
    'Table'[Customer],
    "others"
)

 

 

 

Result:

b2.png

 

Best Regards

Allan

 

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

Hi Experts

 

I found out that I could just right click the column and add new group.

 

It is so much easier!

 

Thanks alot for all the info guys!

amitchandak
Super User
Super User

Try a new column

New column = switch( true(),
[customer] = "AAA", "AAA",
[customer] = "BBB", "BBB",
"Others"
)

Also check : https://radacad.com/grouping-and-binning-step-towards-better-data-visualization

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