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Lsh0576's avatar
Lsh0576
Frequent Visitor
3 years ago
Solved

DAX Query Help!

Hello there,

 

I was wondering if someone can assist me with a PowerBi query I am trying to do. I have two spreadsheets (Master Name) and (Transactions). I would like to do a calculation of the number of Master Name occurences in the Transactions table. Here is an example:

 

(Master Table)

Customer Name

Lisa Marie

Carlos

John

Luis

 

(Transactions Table)

Customer Name 1    Customer Name 2    Customer Name 3

Lisa Marie

Carlos                        Lisa Marie

                                   Lisa Marie                Lisa Marie

Luis

 

End Result I am looking for in my new column is:

Customer Name    # of Occurences

Lisa Marie                4

Luis                          1

Carlos                       1

 

Can you please help me with writing this query in PowerBi?

 

Thank you so much!

 

 

  • Lsh0576 Might be better if you unpivoted your columns in your second table but you can use the concept from MC Aggregations for this: Multi-Column Aggregations (MC Aggregations) - Microsoft Power BI Community

     

    Should go something like:

    # of Occurences Measure =
      VAR __Column1 = SELECTCOLUMNS('Transactions',"Customer Name", [Customer Name 1])
      VAR __Column2 = SELECTCOLUMNS('Transactions',"Customer Name", [Customer Name 2])
      VAR __Column3 = SELECTCOLUMNS('Transactions',"Customer Name", [Customer Name 3])
      VAR __Table = UNION( __Column1, __Column2, __Column3 )
      VAR __MasterNames = SELECTCOLUMNS( 'Master',"Customer Name", [Customer Name] )
      VAR __Count = COUNTROWS( FILTER( __Table, [Customer Name] IN __MasterNames) )
    RETURN
      __Count
    

4 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    Lsh0576 Might be better if you unpivoted your columns in your second table but you can use the concept from MC Aggregations for this: Multi-Column Aggregations (MC Aggregations) - Microsoft Power BI Community

     

    Should go something like:

    # of Occurences Measure =
      VAR __Column1 = SELECTCOLUMNS('Transactions',"Customer Name", [Customer Name 1])
      VAR __Column2 = SELECTCOLUMNS('Transactions',"Customer Name", [Customer Name 2])
      VAR __Column3 = SELECTCOLUMNS('Transactions',"Customer Name", [Customer Name 3])
      VAR __Table = UNION( __Column1, __Column2, __Column3 )
      VAR __MasterNames = SELECTCOLUMNS( 'Master',"Customer Name", [Customer Name] )
      VAR __Count = COUNTROWS( FILTER( __Table, [Customer Name] IN __MasterNames) )
    RETURN
      __Count
    
    • Lsh0576's avatar
      Lsh0576
      Frequent Visitor

      I updated the query with the correct fieldnames and it ran successfully. I will qc the data and get back to you. I appreciate the assistance!

    • Lsh0576's avatar
      Lsh0576
      Frequent Visitor

      This worked! Thank you for your help 🙂

  • Hi,

    After unpivoting the second table, create a relationship (Many to One and Single) from the second table to the first one.  To your visual, drag the names from the first table.  Write this measure

    Count = countrows('Table2')

    Hope this helps.