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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
    Community 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.