Group By and Then Sum Values

[Anonymous]

Hi Community, 

I have an interesting challenge for us to discover. The following table has been built in a different BI platform. I am replicating into my Power BI Dashboard. Here's the challenge, the line headers are built based on a group of if statements that slice the type of data that each will consider. Here's the sample:  

"If(([Detalhe_Processos.Tipo_Processo_SGC]='EVE' OR [Detalhe_Processos.Tipo_Processo_SGC]='CMP' OR [Detalhe_Processos.Tipo_Processo_SGC]='FTR' OR [Detalhe_Processos.Tipo_Processo_SGC]='EXC'),'Evolutiva',

If(([Detalhe_Processos.Tipo_Processo_SGC]='TPS'),'Trabalhos Preparatórios', etc "

Anyone knows how to replicate this in DAX? 

Thank you in advance!  

[v-yulgu-msft]

Hi @Anonymous ,

Is "Detalhe_Processos.Tipo_Processo_SGC" a column name in source data table? If so, you could group this column by creating a calculated column:

Group =
IF (
    Detalhe_Processos[Tipo_Processo_SGC] = 'EVE'
        || Detalhe_Processos[Tipo_Processo_SGC] = 'CMP'
        || Detalhe_Processos[Tipo_Processo_SGC] = 'FTR'
        || Detalhe_Processos[Tipo_Processo_SGC] = 'EXC',
    "Evolutiva",
    IF (
        Detalhe_Processos[Tipo_Processo_SGC] = 'TPS',
        "Trabalhos Preparatórios",
        "Other"
    )
)

For more advice, please provide sample data in source table and show us your expected output as suggested in this link.

Best regards,

Yuliana Gu

[v-yulgu-msft]

Hi @Anonymous,

In Power BI, you can still use above IF statement to create a calculated column in data table, then, add this new column into "Columns" of a Matrix visual, and place corresponding fields into "Rows" and "Values". "Values" will be sumed up based on row and column automatically.

Best regards,

Yuliana Gu

[Greg_Deckler]

If I am understanding your need correctly, you would want to use the Detalhe_Processos.Tipo_Processo_SGC to create a Group. Then you would use that Group for your rows.

[Anonymous]

Exactly, there are multiple "Tipo_Processo_SGC", I would need to group them differently and then use them as dimension line in my table.