DAX For Categorising Observations

Anonymous — Mon, 30 Jan 2023 10:09:00 GMT

Hi,

I have observations that need to be categorised into their rating groups, being "Positive", "Neutral", "Negative" and "Unknown" based on some of the descriptions within the variable.

I need "Innovation" and "Exceeding company standards" to be in Positive, "Company standard" to be Neutral, "Unknown" to be Unknown, and the rest to be in Negative. This is coming from the variable [CategoryTypeName] within the "HSE Observation" field. I have attempted at writing the DAX, but I believe I need an aggregate function within it to calculate the totals for each/DAX to recognise the column.

Observation Category Rating =

VAR

ObservationCategories = FILTER(ALL('HSE Observation'[CategoryTypeName])

RETURN

SWITCH(TRUE(), ObservationCategories = "Innovation"||"Exceeding Company Standards", "Positive", ObservationCategories = "Company Standard", "Netural", ObservationCategories = "Unknown", "Unknown", "Negative")

If the DAX can be adjusted to include the function that would be great, thank you.

Re: DAX For Categorising Observations

tamerj1 — Mon, 30 Jan 2023 11:17:20 GMT

Hi Anonymous
If you are creating a measure then try

Observation Category Rating = VAR ObservationCategories = SELECTEDVALUE ( 'HSE Observation'[CategoryTypeName] ) RETURN SWITCH ( ObservationCategories, "Innovation", "Positive", "Exceeding Company Standards", "Positive", "Company Standard", "Netural", "Unknown", "Unknown", "Negative" )

If you are creating a calculated column then try

Observation Category Rating = VAR ObservationCategories = 'HSE Observation'[CategoryTypeName] RETURN SWITCH ( ObservationCategories, "Innovation", "Positive", "Exceeding Company Standards", "Positive", "Company Standard", "Netural", "Unknown", "Unknown", "Negative" )

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DAX For Categorising Observations

Re: DAX For Categorising Observations