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jtownsend21
Responsive Resident
Responsive Resident

Partition Over - Lookup

I have the following sample data: 

PropertyOwner NameCodeCounty
1ABC Co123Dallas
2ABC Co Tarrant
3Ex. Inc456Dallas
4Ex. Inc Collin
5XYZ LLC Harris
6XYZ LLC789Dallas
7ABC Co Harris
8Ex. Inc Tarrant
9Ex. Inc456Dallas
10ABC Co123Dallas

 

I would like to have the code column populate the code for each company based on the value associated with that company regardless of the county. E.g. all the ABC Co would populate with '123'. 

 

I have tried to do a calculated column with the following, but It is not working like I hoped. 

*OwnerCode* = 
VAR _OwnerName = 'Table'[OwnerName]
RETURN
    MAXX(
        FILTER(
            'Table',
            'Table'[OwnerName]  = _OwnerName &&
            NOT(ISBLANK('All Counties'[Code]))
        ),
        MAX('Table'[Code])
)

I thought about a a lookup and creating a summary table in the function, but not sure exactly how to do that. Open to other ideas. Thank you. 

1 ACCEPTED SOLUTION
MFelix
Super User
Super User

Hi @jtownsend21 ,

 

You can do this on one of two ways in Query editor or in DAX calculated column:

 

Query Editor:

  • Sort Columns by OwerName (no matter the sort)
  • Sort again by Code (Descending order)
  • Fill Down the code
  • Reorder by Property

 

let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMlTSUXJ0clZwzgcyDI2MgaRLYk5OYrFSrE60khGyrAIQhyQWFSXmlYAlQWpdK/QUPPOSgSwTUzNUvSYo0iDNzvk5OZl5YElTIDciMkrBx8cZKukBNDkTotMMRdLcwhLVYHN0RyFptcCwFNnFlvhdbGiAOzBiAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Property = _t, #"Owner Name" = _t, Code = _t, County = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Property", Int64.Type}, {"Owner Name", type text}, {"Code", Int64.Type}, {"County", type text}}),
#"Sorted Rows" = Table.Sort(#"Changed Type",{{"Owner Name", Order.Ascending}, {"Code", Order.Descending}}),
#"Filled Down" = Table.FillDown(#"Sorted Rows",{"Code"}),
#"Sorted Rows1" = Table.Sort(#"Filled Down",{{"Property", Order.Ascending}})
in
#"Sorted Rows1"

Calculated Column in DAX:

 

Column = CALCULATE(MAX('Table'[Code]);ALLEXCEPT('Table';'Table'[Owner Name]))

 

Regards,

MFelix


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



View solution in original post

2 REPLIES 2
MFelix
Super User
Super User

Hi @jtownsend21 ,

 

You can do this on one of two ways in Query editor or in DAX calculated column:

 

Query Editor:

  • Sort Columns by OwerName (no matter the sort)
  • Sort again by Code (Descending order)
  • Fill Down the code
  • Reorder by Property

 

let
Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMlTSUXJ0clZwzgcyDI2MgaRLYk5OYrFSrE60khGyrAIQhyQWFSXmlYAlQWpdK/QUPPOSgSwTUzNUvSYo0iDNzvk5OZl5YElTIDciMkrBx8cZKukBNDkTotMMRdLcwhLVYHN0RyFptcCwFNnFlvhdbGiAOzBiAQ==", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type text) meta [Serialized.Text = true]) in type table [Property = _t, #"Owner Name" = _t, Code = _t, County = _t]),
#"Changed Type" = Table.TransformColumnTypes(Source,{{"Property", Int64.Type}, {"Owner Name", type text}, {"Code", Int64.Type}, {"County", type text}}),
#"Sorted Rows" = Table.Sort(#"Changed Type",{{"Owner Name", Order.Ascending}, {"Code", Order.Descending}}),
#"Filled Down" = Table.FillDown(#"Sorted Rows",{"Code"}),
#"Sorted Rows1" = Table.Sort(#"Filled Down",{{"Property", Order.Ascending}})
in
#"Sorted Rows1"

Calculated Column in DAX:

 

Column = CALCULATE(MAX('Table'[Code]);ALLEXCEPT('Table';'Table'[Owner Name]))

 

Regards,

MFelix


Regards

Miguel Félix


Did I answer your question? Mark my post as a solution!

Proud to be a Super User!

Check out my blog: Power BI em Português



@MFelix  so simple. I was way over complicating that problem. 

 

Thank you. 

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