topic Dax help- Take value from multiple columns and create single column with multiple rows in DAX Commands and Tips

Dax help- Take value from multiple columns and create single column with multiple rows

sbw666 — Tue, 30 Jan 2024 20:39:42 GMT

Afternoon all,

I'm looking for a little help on a novel situation I haven't dealt with before.

The scenario:

I have a dataset of invoice data for multiple companies. Depending on the company, the invoice needs to have different summary categories. I have a table relating company to invoice type, and another table with Invoice type to what categories it needs to include.

The problem: I can't get the categories to display as rows in a table visual ( Once I have that figured out, totaling by category should be easy)

I assume this would probably be a calculated table...but I was struggling with my current dax knowledge

Thanks for your help in advance!!

Data model relationships

Example Data:

Company	Invoice Type
A	1
B	2
C	1
D	6
E	2
F	1

Invoice Type	Row 1	Row 2	Row 3
1	Category 1	Category 2	Category 3
2	Category 2	Category 4
6	Category 5

Invoice ID	Company	Amount
10000	A	53045
100002	B	40154
190004	A	45379
280006	D	71394
370008	E	54946
460010	F	13384
550012	F	81174
640014	B	11641
730016	C	84162

Re: Dax help- Take value from multiple columns and create single column with multiple rows

Greg_Deckler — Tue, 30 Jan 2024 21:05:24 GMT

sbw666 Seems to me that you should unpivot your Row1, Row2 and Row3 columns.

Re: Dax help- Take value from multiple columns and create single column with multiple rows

Anonymous — Wed, 31 Jan 2024 05:36:14 GMT

Hi sbw666 ,

Based on the information you have provided, you can follow the steps below:

1.Unpivoted Row1, Row2 and Row3 in Power Query.

let Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WMlTSUXJOLElNzy+qVEDhGCFzjJVidaKVjHDKmwA5YCVmyKKmIFGQRCwA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [#"Invoice Type" = _t, Row1 = _t, Row2 = _t, Row3 = _t]), #"Changed Type" = Table.TransformColumnTypes(Source,{{"Invoice Type", Int64.Type}, {"Row1", type text}, {"Row2", type text}, {"Row3", type text}}), #"Unpivoted Columns" = Table.UnpivotOtherColumns(#"Changed Type", {"Invoice Type"}, "Attribute", "Value"), #"Removed Bottom Rows" = Table.RemoveLastN(#"Unpivoted Columns",2), #"Removed Alternate Rows" = Table.AlternateRows(#"Removed Bottom Rows",5,1,6), #"Renamed Columns" = Table.RenameColumns(#"Removed Alternate Rows",{{"Value", "Category"}}), #"Removed Columns" = Table.RemoveColumns(#"Renamed Columns",{"Attribute"}) in #"Removed Columns"

2.Use measure to calculate Total Amount by Invoice Type.

Total Amount = CALCULATE ( SUM ( Table3[Amount] ), FILTER ( ALL ( 'Table' ), 'Table'[Invoice Type] = SELECTEDVALUE ( 'Table'[Invoice Type] ) ) )

Final output:

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Best Regards,

Ada Wang

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Re: Dax help- Take value from multiple columns and create single column with multiple rows

sbw666 — Wed, 31 Jan 2024 15:27:43 GMT

Thank you Greg and v-yifanw!! I was way over thinking it apparently, I had actually started with it in the tranposed format and switched it to have one row per invoice type because I was thinking it would make the relationship easier.

@v-yifanw ... the SelectedValue() expression was the key to what I was missing!

Again...thank you both!