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weicaomis123
Frequent Visitor

Dynamic Grouping of Category

Need help with Dynamic Grouping

Consider that there are different categories –

  • Extra Small
  • Small
  • Medium
  • Large
  • Extra Large

 

I have a checkbox where one can select the categories. –

If user selects Extra small and small, rest categories should be grouped to other.

 

weicaomis123_0-1618581588766.png

 

Can someone help me to write DAX for dynamic grouping?

Thank you in advance.

 

2 ACCEPTED SOLUTIONS
amitchandak
Super User IV
Super User IV

@weicaomis123 , If it based on another column, you can create a new column, using Switch 

https://www.daxpatterns.com/static-segmentation/

 

If you need on the measure you need to binning or segmentation

refer video: https://youtu.be/CuczXPj0N-k

 

https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization



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View solution in original post

Jihwan_Kim
Community Champion
Community Champion

Hi, @weicaomis123 

Please check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

 

all measures are in the sample pbix file.

 

Picture1.png

 

Picture2.png

 

Qty Total by Choice =
VAR choice =
ALLSELECTED ( Categories[Category] )
VAR currentseries =
MAX ( Data[Series] )
VAR alltable =
SUMMARIZE ( ALL ( Data ), Data[Category], Data[Series] )
VAR choicetable =
FILTER ( alltable, Data[Category] IN choice )
VAR nochoicetable =
FILTER (
ADDCOLUMNS ( EXCEPT ( alltable, choicetable ), "@qty", [Qty total] ),
Data[Series] = currentseries
)
RETURN
IF (
SELECTEDVALUE ( Data[Category]) = "_Others",
SUMX ( nochoicetable, [@qty] ),
IF ( SELECTEDVALUE ( Data[Category] ) IN choice, [Qty total], BLANK () )
)
 
 
 
 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: https://www.linkedin.com/in/jihwankim1975/

View solution in original post

2 REPLIES 2
Jihwan_Kim
Community Champion
Community Champion

Hi, @weicaomis123 

Please check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

 

all measures are in the sample pbix file.

 

Picture1.png

 

Picture2.png

 

Qty Total by Choice =
VAR choice =
ALLSELECTED ( Categories[Category] )
VAR currentseries =
MAX ( Data[Series] )
VAR alltable =
SUMMARIZE ( ALL ( Data ), Data[Category], Data[Series] )
VAR choicetable =
FILTER ( alltable, Data[Category] IN choice )
VAR nochoicetable =
FILTER (
ADDCOLUMNS ( EXCEPT ( alltable, choicetable ), "@qty", [Qty total] ),
Data[Series] = currentseries
)
RETURN
IF (
SELECTEDVALUE ( Data[Category]) = "_Others",
SUMX ( nochoicetable, [@qty] ),
IF ( SELECTEDVALUE ( Data[Category] ) IN choice, [Qty total], BLANK () )
)
 
 
 
 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: https://www.linkedin.com/in/jihwankim1975/

View solution in original post

amitchandak
Super User IV
Super User IV

@weicaomis123 , If it based on another column, you can create a new column, using Switch 

https://www.daxpatterns.com/static-segmentation/

 

If you need on the measure you need to binning or segmentation

refer video: https://youtu.be/CuczXPj0N-k

 

https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization



Did I answer your question? Mark my post as a solution! Appreciate your Kudos!!
Dashboard of My Blogs !! YouTube Channel !! Connect on Linkedin

Proud to be a Super User!

View solution in original post

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