Grouping items within a column

[jiCAT]

Hi,

My column: 'Card number'

It dispays various ways of payment.
I must group them into 3 separate groups:

1st Group:

CC-002

CC-00024

CC-00089787

and so on. All these various CC numbers need to be grouped together as "Card"

2nd Group:

Webpay1

Webpay2

VCWebpay

These three also need to be grouped as "WebPay"

3rd Group.

There are thousands of rows in that column that are all very different, e.g.:

CP678

B89789

EC-uiu-UK

KM8987ND7
176872554

and so on.
These must be grouped as "Members"

How can this be done? Is it DAX, SQL or R? 
I have looked everywhere. Not sure what to do. 
I hope someone will know how to approach this. 
Thank you kindly, 
J

[jiCAT · Accepted solution]

Hi Poohkrd, 

Thank you very much. I do not know the M code well at this point, so before I start figuring out how I would insert your M to the existing code, please tell me what is the reason of listing the "CC-002", etc. in the first string? There are millions of variations and, for example, all these CC-002, CC-00024, CP678, B89789 are only a minuscule fraction of the number of variations that are in my Card Number column. 
It is not possible to list them all one by one. 

I need a solution that somehow groups ALL CC-(numbers), and all three WebPay Id's, and then whatever else as Members. 

Best,

J

[v-yanjiang-msft · Accepted solution]

Hi @jiCAT ,

You don't need to list any variation in the solution.  "CC-002" etc are listed in the first string is because it's automatically created string when you enter a table in Power BI.

What all you need to do is add a custom column in Power Query.

Enter the code in the dialog:

if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else "Members"

Or if you prefer DAX, create a new column.

Column =
SWITCH (
    TRUE (),
    LEFT ( [Card number], 2 ) = "CC", "Card",
    CONTAINSSTRING ( [Card number], "Webpay" ), "WebPay",
    "Members"
)

Result:

I attach my sample below for your reference, you can download it to see the details.

Best Regards,
Community Support Team _ kalyj

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-yanjiang-msft · Accepted solution]

Hi @jiCAT ,

It's my pleasure! Tweak the formula to:

if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else if List.Contains({"Remote Start","Engineer","Blank"},[Card number]) 
                  then [Card number] else "Members"

Get the correct result:

Best Regards,
Community Support Team _ kalyj

[v-yanjiang-msft · Accepted solution]

Hi @jiCAT ,

You don't need to list any variation in the solution.  "CC-002" etc are listed in the first string is because it's automatically created string when you enter a table in Power BI.

What all you need to do is add a custom column in Power Query.

Enter the code in the dialog:

if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else "Members"

Or if you prefer DAX, create a new column.

Column =
SWITCH (
    TRUE (),
    LEFT ( [Card number], 2 ) = "CC", "Card",
    CONTAINSSTRING ( [Card number], "Webpay" ), "WebPay",
    "Members"
)

Result:

I attach my sample below for your reference, you can download it to see the details.

Best Regards,
Community Support Team _ kalyj

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[jiCAT]

Hi @v-yanjiang-msft 

Thank you so much. I love it. 

I've edited the code and all works fine, except: 
1). In my column some codes appear in italic, and these are giving me Errors. 
How can I change whatever is in italic not be in italic? I have approx 484 errors. 

See the pic below. All the errors are in some italic and appear on the right of my column, whereas everything else, that works, is placed on the left. 

2). There are also some (null) values that should stay null.

My code, that works is:

#"Added Custom" = Table.AddColumn(#"Removed Columns", "Custom 1", each if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase )
then "Card"
else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase )
then "WebPay"
else if Text.Contains( [Card number], "Remote start", Comparer.OrdinalIgnoreCase )
then "Remote Start"
else if Text.Contains( [Card number], "Engineer", Comparer.OrdinalIgnoreCase )
then "Engineer"
else if Text.Contains( [Card number], "V0004001", Comparer.OrdinalIgnoreCase )
then "WebPay"
else if Text.Contains( [Card number], "(Blank)", Comparer.OrdinalIgnoreCase )
then "Blank"
else "Members")
in
#"Added Custom"

Please help me edit so the 2 additional arguments are added in. 

Your assistance as always highly appreciated. 

Thank you kindly, 

J

[v-yanjiang-msft · Accepted solution]

Hi @jiCAT ，

If the values are in italic in the right of the cell, I think it's because they are of number data type, try to click the left upper coner of the column and select "Text" before you add a custom column.

Best Regards,
Community Support Team _ kalyj

[jiCAT]

Hi @v-yanjiang-msft 

Amazing, that works! Thank you so much. 

Best, 
J 

[jiCAT]

Wow! Thank you so much @v-yanjiang-msft.

I love it! All the various solutions! Amazing!

I have already tested the Custom column and it worked magic!
Ok, so I haven't listed all the options.

Please tell me how can we add 3 additional items that are grouped already, and we must keep them as they are: Remote Start keep as "Remorte Start"
Engineer - as Engineer" 
(Blank) as "Blank"

Please kindly show me how to add these three to the one below:

if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else "Members"

Thank you kindly. Much appreciation. 

J

[v-yanjiang-msft · Accepted solution]

Hi @jiCAT ,

It's my pleasure! Tweak the formula to:

if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else if List.Contains({"Remote Start","Engineer","Blank"},[Card number]) 
                  then [Card number] else "Members"

Get the correct result:

Best Regards,
Community Support Team _ kalyj

[jiCAT]

Hi @v-kalyj-msft

PREVIEW

if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else if List.Contains({"Remote Start","Engineer","Blank"},[Card number]) 
                  then [Card number] else "Members"

Actually the" Remote Start", "Engineer", "Blank" are not Card Number.
These are additional to CC and WebPay:
There should be all together 6 different payment variations:
CC- "Card"
WebPay "WebPay"

Remote Start "Remote Start"

Blank "Blank"

Engineer "Engineer"

else "Member"

I will really appreciate your edit to the code for me. 
Thank you. 

J

[jiCAT]

Hi kalyj, 

OMG! I love it! It woks! It's amazing! It makes me want to learn it! 
Thank you so very much. That's a huge help.

Best, J

[Poohkrd]

Hi, you want something like that?

let
    Source = Table.FromColumns( {{"CC-002","CC-00024","CC-00089787","Webpay1","Webpay2","VCWebpay","CP678","B89789","EC-uiu-UK","KM8987ND7","176872554"}}, {"Card number"} ),
    AddedGroup = Table.AddColumn(
        Source, 
        "Group", 
        each if Text.StartsWith( [Card number], "CC", Comparer.OrdinalIgnoreCase ) 
            then "Card" 
            else if Text.Contains( [Card number], "WebPay", Comparer.OrdinalIgnoreCase ) 
                then "WebPay" 
                else "Members"
    )
in
    AddedGroup

[jiCAT · Accepted solution]

Hi Poohkrd, 

Thank you very much. I do not know the M code well at this point, so before I start figuring out how I would insert your M to the existing code, please tell me what is the reason of listing the "CC-002", etc. in the first string? There are millions of variations and, for example, all these CC-002, CC-00024, CP678, B89789 are only a minuscule fraction of the number of variations that are in my Card Number column. 
It is not possible to list them all one by one. 

I need a solution that somehow groups ALL CC-(numbers), and all three WebPay Id's, and then whatever else as Members. 

Best,

J