cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
johnmelbourne Helper II
Helper II

Group companies

I want to be able to group three subsidiaries into a new parent entity name for reporting. For example:

I have
Company       Sales
Company A   $100
Company B    $150
Company C    $200

Company D    $100
...
Company Z   $400

I want a report that shows total sales for all individual companies, but treat Company A, B and C as one 'virtual' company.

 

So a table that results

Company                             Sales

New Company Name           $450

Company D                           $100

...

Company Z                            $400

 

That is group company A, B and C revenue but not group the rest.

 

I was thing of a switch statement for a calculated column where

Company A, New Company Name

Company B, New Company Name

Company C, New Company Name

Company D, Company D

...

Company Z, Company Z

 

but wondered what advice others would have to solve my problem.

Thanks in advance.

1 ACCEPTED SOLUTION

Accepted Solutions
Anonymous
Not applicable

Re: Group companies

Depending on how many companies you have, you can use the group function and put them in "buckets":

 

Untitled.png

 

Then just add them together and leave the others ungrouped like this:

 

Untitled.png

 

Then replace the dimension on your graphs with the new Companies (groups) dimension.

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Re: Group companies

Depending on how many companies you have, you can use the group function and put them in "buckets":

 

Untitled.png

 

Then just add them together and leave the others ungrouped like this:

 

Untitled.png

 

Then replace the dimension on your graphs with the new Companies (groups) dimension.

View solution in original post

johnmelbourne Helper II
Helper II

Re: Group companies

Thank you! Especially for going to the trouble of adding the screen captures. Much appreciated and will solve my problem (only 30 companies).

Thanks again.

John

 

Helpful resources

Announcements
New Ranks Launched March 24th!

New Ranks Launched March 24th!

The time has come: We are finally able to share more details on the brand-new ranks coming to the Power BI Community!

‘Better Together’ Contest Finalists Announced!

‘Better Together’ Contest Finalists Announced!

Congrats to the finalists of our ‘Better Together’-themed T-shirt design contest! Click for the top entries.

Arun 'Triple A' Event Video, Q&A, and Slides

Arun 'Triple A' Event Video, Q&A, and Slides

Missed the Arun 'Triple A' event or want to revisit it? We've got you covered! Check out the video, Q&A, and slides now.

Top Solution Authors
Top Kudoed Authors