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dgolovanova's avatar
dgolovanova
Frequent Visitor
2 years ago
Solved

Calculate count of values

Good afternoon,
please help me to write a formula on DAX or solve a problem using Power Query.
I have a table with two columns, CLIENT and FUND (table below).

One client can participate in several funds.

I need to calculate two measures:
1. Count of clients who participate ONLY in the "IRF" fund and not in any other funds.
2. Count of clients who participate ONLY in "IRF" or "DYN" funds.
Thank you in advance.

Regards

 

CLIENTFUND
1000004 IRF
1000004 DYN
1000010 IRF
1000010 MON
1000015 IRF
1000015 Other
1000015 MON
1000018 IRF
1000018 Other
1000018 MON
1000034 IRF
1000034 Other
1000065 IRF
1000065 DYN
1000072 IRF
1000084 IRF
1000084 Other
1000084 MON
1000170 IRF
1000170 MON
1000253 IRF
1000253 DYN
1000261 IRF
1000559 IRF
1000559 DYN
1000559 Other

 

CALCULATE
DAX
  • Greg_Deckler's avatar
    Greg_Deckler
    2 years ago

    dgolovanova Try these measures, both return a 1 when the condition is met and 0 otherwise. You can use these as filters on your table or visual. PBIX is attached below signature:

    Measure IRF Only = 
    VAR __Fund = "IRF"
    VAR __Table = SUMMARIZE( 'Table', [CLIENT], "__Count", COUNTROWS('Table'), "__Funds", CONCATENATEX('Table', [FUND], "|" ) )
    VAR __Result = IF( MAXX( __Table, [__Count]) = 1 && PATHCONTAINS(MAXX( __Table, [__Funds]), __Fund), 1, 0)
RETURN
    __Result



Measure IRF and DYN Only = 
    VAR __Funds = { "IRF", "DYN" }
    VAR __BadFunds = DISTINCT(SELECTCOLUMNS(FILTER('Table', NOT( [FUND] IN __Funds ) ), "__Fund", [FUND] ) )
    VAR __BadClient = COUNTROWS( SELECTCOLUMNS( FILTER( 'Table', [FUND] IN __BadFunds), "__Client", [CLIENT] ) )
    VAR __Result = IF( __BadClient > 0, 0, 1)
RETURN
    __Result
  • dgolovanova's avatar
    dgolovanova
    2 years ago

    Thank you so much for your quick response and help.
    Everything works!
    All the best 😉

2 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    2 years ago

    dgolovanova Try these measures, both return a 1 when the condition is met and 0 otherwise. You can use these as filters on your table or visual. PBIX is attached below signature:

    Measure IRF Only = 
    VAR __Fund = "IRF"
    VAR __Table = SUMMARIZE( 'Table', [CLIENT], "__Count", COUNTROWS('Table'), "__Funds", CONCATENATEX('Table', [FUND], "|" ) )
    VAR __Result = IF( MAXX( __Table, [__Count]) = 1 && PATHCONTAINS(MAXX( __Table, [__Funds]), __Fund), 1, 0)
RETURN
    __Result



Measure IRF and DYN Only = 
    VAR __Funds = { "IRF", "DYN" }
    VAR __BadFunds = DISTINCT(SELECTCOLUMNS(FILTER('Table', NOT( [FUND] IN __Funds ) ), "__Fund", [FUND] ) )
    VAR __BadClient = COUNTROWS( SELECTCOLUMNS( FILTER( 'Table', [FUND] IN __BadFunds), "__Client", [CLIENT] ) )
    VAR __Result = IF( __BadClient > 0, 0, 1)
RETURN
    __Result
    • dgolovanova's avatar
      dgolovanova
      Frequent Visitor
      2 years ago

      Thank you so much for your quick response and help.
      Everything works!
      All the best 😉