How to create custom groups ?

[pran_jal_g]

Hi, I am completely new in Power BI, I have a requirement which required grouping of data.I have data for customers under 10 hierarchies (let's say, H1, H2, H3,....H10) drilling down from H1 to H2 to H3 ....till H10. According to the requirement, I need to group the few customers whose Hierarchy and name of customer will be given to us and combine those customers into one single group. The customers need not be in the same hierarchy. The different customer from H2, H4, H8 may be combined to form one group. Any suggestions or help is welcome.

[v-lili6-msft]

Hi@ pran_jal_g 

You can try to add the few customers information into a new table and then use  LOOKUPVALUE function and ISBLANK function to add a column like below:

H11 = IF(ISBLANK(LOOKUPVALUE(Table1[ID],Table2[ID],Table1[ID],Table2[H1],Table1[H1],Table2[H4],Table1[H4]))=FALSE(),"new group")

Result:

the few customers information

Best Regards,

Lin

[Anonymous]

Hi,

If the grouping is based on just the titles then in might be easier to group by the ' create a new group' option.

Link to video here - https://www.youtube.com/watch?v=6kpKQxjo7uI

If it's not as simple as that then you might need to implement some DAX

Let me know if that helps