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Advocate III
Advocate III

Logic Issue (Added raw data for context)

Hi Folks,


I have 2 fields: Manager Name & Employee Type in which I need to use as criteria for a formula. What I want to do is create a measure or calculated column in a table visual that looks at the Manager name and then looks at employee type to return whether the manager is managing just employees, contractors or employees & contractors. I'm working on a manager reconciliation exercise. Employee Type only has two options: Employee and Contractor


So for example, the output would look like this in a table visual:


Manager ID                    Manager Name                      Managing?

11112                             Frog, Kermit                            Employees Only

12231                             Blue, Gonzo                            Contractors Only

12334                             Piggy, MIss                             Employees & Contractors


Raw data looks like this: 


EE ID#Employee NameEmployee TypeManager IDManager Name
5445645asdqweqeqw, BContractor50038Blue, Gonzo
8787484Addlk, AkowEmployee142275Dog, Rowlf
158455asdad, AEmployee142475Frog, Kermit
45654Awdaekeqw, AsdasContractor32195Piggy, Miss
564564Aoiureewiruwireu, asdkjaEmployee32195Piggy, Miss



I tried a few different logic scenarios but I can't seem to get it right. Any help would be great please. Thanks!


Hi @SirGalatsi,

Based on my test, you could refer to below steps:

Copy your row table and use the group by function.




Apply it and create a calculated column.

Type = IF([a]="Contractor"&&[b]="Contractor","Contractors Only",
IF([a]="Employee"&&[b]="Employee","Employees Only","Employees & Contractors"

Now you can see the result.


You can also download the PBIX file to have a view.



Daniel He

Community Support Team _ Daniel He
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Hi @v-danhe-msft,


Thank you for this. Unfortunately, I cannot seem to do that as "Employee Type" is a group I used to roll the 7 different types of people into two buckets. I tried doing it as a calculated column, but wouldn't show up on field list. 


Is there an alternate way? 

Advocate III
Advocate III

Added example raw data for context.

Bump. Anyone please?

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