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Hi all ,
New to the Community and also using Power BI , so apologies if the below done not seem clear
I am trying to group clientswhich have mutiple products , so I first want to know which clients have a "SIPP" Product and if they have any of the other products and what the total value is ( clear in the output I would expect to see)
Account Number | Client Id | Product Type | Amount |
A00001 | CLID1 | SIPP | £25.00 |
A00001 | CLID1 | SIPP | £25.00 |
A00002 | CLID1 | GIA | £200.00 |
A00003 | CLID2 | GIA | £500.00 |
A00004 | CLID3 | SIPP | £100.00 |
I have assumed I am likely going to need to add another column when trabsforming and use the switch function top to add a yes value if the client has "SIPP" text under Product Type . Then then some further filtering or meassure to then look up at client level those that have a SIPP product and potential flag another field with Yes across each row so that when you get into reporting you can identiy a count of the client holding "SIPP" Product Type only vs those that Are holding "SIPP" and "GIA " vs those that are not hold "SIPP)
Thus in the above example once in the report I would expect to see CLID1 has a SIPP and Other product with value of £450 and CLID2 does not hold a SIPP and their value is £500
ClLI3 Holds only a SIPP with a value of £100
If anyone able to point me in the direction of what I need to do eitheir through transforming my data set or using measures would be most appreciative
Thanks
Solved! Go to Solution.
@kev_bro , the expected output is not clear.
A new column like this can help?
New column =
var _SIPP = countx(filter(Table,[Client Id] =earlier([Client Id]) && [Product Type] = "SIPP"),[Account Number])
var _Not = countx(filter(Table,[Client Id] =earlier([Client Id]) && [Product Type] <> "SIPP"),[Account Number])
return
switch(true(),
not(isblank(_SIPP)) && not(isblank(_not)), "SIPP and Others",
not(isblank(_SIPP)) && (isblank(_not)) ,"Only SIPP",
(isblank(_SIPP)) && not(isblank(_not)) ,"No SIPP",
"Others"
)
@kev_bro , the expected output is not clear.
A new column like this can help?
New column =
var _SIPP = countx(filter(Table,[Client Id] =earlier([Client Id]) && [Product Type] = "SIPP"),[Account Number])
var _Not = countx(filter(Table,[Client Id] =earlier([Client Id]) && [Product Type] <> "SIPP"),[Account Number])
return
switch(true(),
not(isblank(_SIPP)) && not(isblank(_not)), "SIPP and Others",
not(isblank(_SIPP)) && (isblank(_not)) ,"Only SIPP",
(isblank(_SIPP)) && not(isblank(_not)) ,"No SIPP",
"Others"
)
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