Add Ranking Column with filters

[czaldumbide]

Hi Everyone,

I need some help creating an index column using DAX.  I have a table named ACCOUNTEXCEPTION with columns [ID] , [Key] and [Status]. I first want to create a ranking column, that sorts records in ascending order based on [ID] grouped by [Key]. 
 

To achieve this I can use the following code which works perfectly. 

Order by key =

VAR CurrentKey =  'ACCOUNTEXCEPTION'[Key]

VAR CurrentID =  'ACCOUNTEXCEPTION'[ID]

RETURN

CALCULATE

(

    COUNTROWS('ACCOUNTEXCEPTION'),

    FILTER

    (

     ALL('ACCOUNTEXCEPTION'),

     'ACCOUNTEXCEPTION'[Key] = CurrentKey

        && 'ACCOUNTEXCEPTION'[ID] <= CurrentID

    )

)

Now the issue I can't seem to solve is how to apply this ranking to only certain keys that meet a criteria. If the first ID within a key has the status = 'Research', then I want to go ahead with the ranking, otherwise I want to leave it blank. Below is how the final table should look like:

Key	ID	Status	Order by Key
A	1	Research	1
A	2	In progress	2
A	3	Completed	3
B	1	Initiated
B	2	In progress
C	1	Research	1
C	2	Completed	2

Any help would be appreciated!
Thanks

[Jihwan_Kim]

Hi,

Please check the below picture and the attached pbix file.

It is for creating a new column.

RANK function (DAX) - DAX | Microsoft Learn

Order by key CC =
VAR _condition =
    COUNTROWS (
        FILTER (
            ACCOUNTEXCEPTION,
            ACCOUNTEXCEPTION[Key] = EARLIER ( ACCOUNTEXCEPTION[Key] )
                && ACCOUNTEXCEPTION[ID] = 1
                && ACCOUNTEXCEPTION[Status] = "Research"
        )
    ) = 1
RETURN
    IF (
        _condition,
        RANK (
            SKIP,
            ACCOUNTEXCEPTION,
            ORDERBY ( ACCOUNTEXCEPTION[ID], ASC ),
            ,
            PARTITIONBY ( ACCOUNTEXCEPTION[Key] ),
            MATCHBY ( ACCOUNTEXCEPTION[Key], ACCOUNTEXCEPTION[ID] )
        )
    )

[czaldumbide]

Thanks for the code @Jihwan_kin. I need to modify slightly the way my ID column works since it doesnt't always start with a 1 per each key. Please see below the updated example and let me know how we could modify the ranking column. I appreciate your help. 

Key	ID	Status	Ranking
A	24	Research	1
A	28	In Progress	2
A	29	Completed	3
B	231	Initiated
B	236	Completed
C	72	Research	1
C	73	In Progress	2
C	77	Completed	3

[Jihwan_Kim · Accepted solution]

Hi,

Please check the below picture and the attached pbix file.

Order by key CC = 
VAR _firstid =
    MINX (
        FILTER (
            ACCOUNTEXCEPTION,
            ACCOUNTEXCEPTION[Key] = EARLIER ( ACCOUNTEXCEPTION[Key] )
        ),
        ACCOUNTEXCEPTION[ID]
    )
VAR _condition =
    COUNTROWS (
        FILTER (
            ACCOUNTEXCEPTION,
            ACCOUNTEXCEPTION[Key] = EARLIER ( ACCOUNTEXCEPTION[Key] )
                && ACCOUNTEXCEPTION[ID] = _firstid
                && ACCOUNTEXCEPTION[Status] = "Research"
        )
    ) = 1
RETURN
    IF (
        _condition,
        SUMX (
            FILTER (
                ACCOUNTEXCEPTION,
                ACCOUNTEXCEPTION[Key] = EARLIER ( ACCOUNTEXCEPTION[Key] )
                    && ACCOUNTEXCEPTION[ID] <= EARLIER ( ACCOUNTEXCEPTION[ID] )
            ),
            1
        )
    )

[czaldumbide]

Thanks for the solution. This worked perfectly.