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Hi All,
I am trying to replicate a feature from Tableau where I can group things together and give them a summary.
My data looks like this and for the different types of tasks I am looking to create a summary level "Service Delivery" & Back Office Admin
I.e CRM is admin, Board Minutes are Service Delivery etc..
The only way I can thing I can think of is to:
1. create a new column
2. Use if statements to categorise it
This seems fairly clunky, just wondering if there is an elegant way of achieving this?
Solved! Go to Solution.
Hello @BarryRadio ,
You'll need to create a calculated column
You can use the SWITCH function.
Calculated column ??
SWITCH(
true(),
Table[Task] - "admin" Table[Task] - "Board Meeting", "CRM",
Table[Task] to "XXXX" , "Board"
)
Best regards
Harsh Nathani
Have I answered your question? Mark my position as a solution! Appreciate with a Kudos!! (Click the Thumbs button above)
Hello @BarryRadio ,
You'll need to create a calculated column
You can use the SWITCH function.
Calculated column ??
SWITCH(
true(),
Table[Task] - "admin" Table[Task] - "Board Meeting", "CRM",
Table[Task] to "XXXX" , "Board"
)
Best regards
Harsh Nathani
Have I answered your question? Mark my position as a solution! Appreciate with a Kudos!! (Click the Thumbs button above)
@Anonymous , Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
You can use an simply put any column in table visual you will get distinct value.
You can put a text column and value column with aggregation, you will get aggregated data
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