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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Adding specific vales to a filtered table

Hi Everyone

I have a table call Customer Table, that has customer names and their Region. I cannot edit the table due to it being a corporte database. The problem i am trying to solved is that when i filter for North America, the table will filtred but there are a 2 customers names in the mexico region, that i need to include in the filter when I filter for North America. I would appreciateany thoughts or ideas how to do this.

 

 

  • Anonymous's avatar
    Anonymous
    5 years ago

    hi, for this specific case, you could create a calculate column in PowerBI with the next formula:

     

    Region2 = IF( OR('Customer Table'[Region] = "North America",
    OR('Customer Table'[Customer Name] = "Customer Nmae 7",
    'Customer Table'[Customer Name] = "Customer Nmae 8")
    ),"North America",'Customer Table'[Region])

     

    You also can create a flag column based in 'Customer Name' Column, and then create a formula with the region and flag column.

     

    Customer Name        |   Region            | Flag (Based on Customer Name)

    Customer Name 1     | North America  | 0

    Customer Name 2     | North America  | 0

    .

    .

    Customer Name 7     | Mexico              | 1

    Customer Name 8     | Mexico              | 1

    Customer Name 9     | Mexico              | 0

    Customer Name 10   | Mexico              | 0

     

    Region 2 = If( OR('Customer Table'[Region] = "North America", 'Customer Table'[Flag] = 1),

                                 "North America", 'Customer Table'[Region])

     

    Regards

4 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable

    hi, for this specific case, you could create a calculate column in PowerBI with the next formula:

     

    Region2 = IF( OR('Customer Table'[Region] = "North America",
    OR('Customer Table'[Customer Name] = "Customer Nmae 7",
    'Customer Table'[Customer Name] = "Customer Nmae 8")
    ),"North America",'Customer Table'[Region])

     

    You also can create a flag column based in 'Customer Name' Column, and then create a formula with the region and flag column.

     

    Customer Name        |   Region            | Flag (Based on Customer Name)

    Customer Name 1     | North America  | 0

    Customer Name 2     | North America  | 0

    .

    .

    Customer Name 7     | Mexico              | 1

    Customer Name 8     | Mexico              | 1

    Customer Name 9     | Mexico              | 0

    Customer Name 10   | Mexico              | 0

     

    Region 2 = If( OR('Customer Table'[Region] = "North America", 'Customer Table'[Flag] = 1),

                                 "North America", 'Customer Table'[Region])

     

    Regards

  • Anonymous why not create a new column in PQ for the region with the following expression and then remove the old region column and use the new one

     

    if [Region] = "Mexico" then "North America" else [Region]

     

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    • Anonymous's avatar
      Anonymous
      Not applicable

      Hi Parry2k, its a corprate database and cannot add or delete columns. I thought about that but found out  that IT will not allow this. Thanks

  • Anonymous I'm suggesting adding a column in PQ, not in the database, and most of the time it is a good idea to create views in the backend and have that logic go in the view.