DAX conditional Column based on the same column value with multiple rows

[dwilltho27]

Hi all,

I'd like to create a DAX column which returns a text value with rules.

1. If Category = "Done", then "Good"
2. If for the same Account value (for example A with multiple rows) Category = "Done" AND "Unfinished", then it's still "Good".
3. If Category = "Unfinished", then "In Progress"

I tried with a SWITCH True formula, but (as expected) it didn't work, because the conditions only applies for one row after another. The rules should apply to the column Account with the same value. For example Account = A has three rows. The 3rd row in the new column "defined" should be "Good" as well, because Account A has Category = "Done" in the first two rows.

The same applies to the other marked rows.

Thank you a lot for your help.

[Ashish_Mathur]

Hi,

This calculated column formula works

=if(AND(CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Account]=EARLIER(Data[Account])&&(Data[Category]="Done"||Data[Category]="Unfinished")))=CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Account]=EARLIER(Data[Account]))),CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Account]=EARLIER(Data[Account])&&Data[Category]="Done"))>=1),"Good","In progress")

Hope this helps.

[Fowmy · Accepted solution]

@dwilltho27 

Add the following code as anew column to your table:

Defined = 
IF( 
    ISEMPTY( FILTER( Accounts , Accounts[Account] = EARLIER(Accounts[Account]) && Accounts[Category] = "Done")),
    "In Progress",
    "Done"
)

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[FrankAT]

Hi @dwilltho27 

take a look at the folowing solution:

Defined = 
VAR _Text = CONCATENATEX(VALUES('Table'[Category]),'Table'[Category])
RETURN
    SWITCH(TRUE(),
        _Text = "Done" , "Good",
        _Text = "Unfinished" , "In Progress",
        "Good"
    )

With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
FrankAT (Proud to be a Datanaut)

[dwilltho27]

@mahoneypat Thx, but didn't work.

@FrankAT

thanks. I tried the same solution, but in my case Account C is still "Good" instead of "In Progress".

What is different in my new column?

[mahoneypat]

Switch True returns the first one that's true.  All you need to do is change the order.  Put the one with && as the second one.

Regards,

Pat