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Frequent Visitor

Help with SUMMARIZE function

Hello. I have two columns 'RateSchedule - Current[UtilityName]' and 'RateSchedule - Current[CompanyId]'. My goal is to have a table visual in the report that I can filter out utilities deemed as "Custom". If a [UtilityName] has an accompanying [CompanyId] then it should be considered "Custom". If [CompanyId] is blank, then it is considered "Global". And if a [UtilityName] has both, then it is "Global".

 

Example:

 

'RateSchedule - Current[UtilityName]'       'RateSchedule - Current[CompanyId]'

 

  ANEC-VA                                                                   6721   

  ANEC-VA                                                                   ------

  ANEC-VA                                                                   10484

  AEC                                                                            10733

  AEC                                                                            8413

  ACEC                                                                          ------

  ACEC                                                                          ------

 

In this example, ANEC-VA should be "Global", AEC should be "Custom", and ACEC should be "Global".

 

My problem is figuring out how to classify a [UtilityName] as "Global" when it has multiple rows that have blanks and IDs. I think SUMMARIZE is what I need to use, but I'm not entirely sure.

 

I'm fairly new to Power BI and I appreciate any help you can provide!

1 ACCEPTED SOLUTION

Accepted Solutions
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Super User IX
Super User IX

Re: Help with SUMMARIZE function

@rweb95 , Try a new column like

if(countx(filter(table, [UtilityName] =earlier([UtilityName] ) && isblank([CompanyId])),[UtilityName])+0>=1,"Global", "Custom" )



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View solution in original post

2 REPLIES 2
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Super User IX
Super User IX

Re: Help with SUMMARIZE function

@rweb95 , Try a new column like

if(countx(filter(table, [UtilityName] =earlier([UtilityName] ) && isblank([CompanyId])),[UtilityName])+0>=1,"Global", "Custom" )



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

Highlighted
Frequent Visitor

Re: Help with SUMMARIZE function

Yep, that worked! Thank you for your help!

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