topic Re: How to Summarize Values Based on Count in DAX Commands and Tips

How to Summarize Values Based on Count

DainTheTrain — Wed, 03 Aug 2022 21:19:07 GMT

I have a data source with a list of ID's and a Type:

ID	Type
111	A
222	A
333	A
444	B
555	B
666	C
777	D
888	E
999	F
000	G

I created a table visual in Power BI where I counted the instances of ID for each Type:

COUNT(ID)	Type
3	A
2	B
1	C
1	D
1	E
1	F
1	G

The next step I want to take is find the decimal of the COUNT(ID) against the grand total, and any decimal value that is below .2, will be combined into a type defined as "Other".

So that means this table:

COUNT(ID)	Type
3	A
2	B
1	C
1	D
1	E
1	F
1	G

Would then turn into:

COUNT(ID)	Type
3	A
2	B
5	Other

Because types C through G would have a value of .1, and thus would be combined into the defined type "Other".

Please and thank you for your help!

Re: How to Summarize Values Based on Count

littlemojopuppy — Thu, 04 Aug 2022 00:20:42 GMT

DainTheTrain have you looked at the Binning and Grouping features of Power BI?

Re: How to Summarize Values Based on Count

DainTheTrain — Thu, 04 Aug 2022 14:17:26 GMT

littlemojopuppy Yes I have, but the native function of binning and grouping doesn't work for my needs. Binning doesn't help with categorical values, such in my case, the Type. I am grouping together the Type based on the value of COUNT(ID).

Sure, I could use the grouping function and manually select the types that need to be grouped, but that isn't very intuitive or efficient. I want a conditional grouping based on the decimal (%) value of COUNT(ID) against the grand total.

E.g. Type A has 3 occurances, so the COUNT(ID) value will be 3. There are 10 rows, meaning 10 total occurances. So Type A would have a value of 30%, or 0.30.

Type C has 1 occurance. So COUNT(ID) is 1. There are 10 total occurances in the table. So Type C would have a value of 10%, or 0.10. Based on my condition, if this value is below 0.20, it needs to be grouped into "Other".

Re: How to Summarize Values Based on Count

Anonymous — Mon, 08 Aug 2022 11:10:45 GMT

Hi DainTheTrain ,

Here are the steps you can follow：

1. Create calculated column.

Type_Column = var _count=COUNTX(FILTER(ALL('Table'),'Table'[Type]=EARLIER('Table'[Type])),[ID]) var _countall=COUNTROWS('Table') var _value= DIVIDE( _count,_countall) return IF( _value<0.2,"Other",[Type])

2. Place [Type_Column] and [ID]. and set [ID] – Count.

3. Result:

If you need pbix, please click here.

Best Regards,

Liu Yang

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