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21818's avatar
21818
Frequent Visitor
4 years ago
Solved

Conditional Index column in DAX

Hello, 

I need to create a new index column based on values from previous rows and I would appreciate some help here. 

This is an example of the type of data we have. We don't have access to the data source, so in that case Power Query is not an option and only DAX should be used:

 

date_columncodeNamenumdaysID
01-Jan-22 John0 
02-Jan-22 John1ID1
03-Jan-22 John2ID1
04-Jan-22 John3ID1
05-Jan-22AJohn0 
07-Jan-22 John1ID2
07-Jan-22 John2ID2
07-Jan-22 Mark1ID3
08-Jan-22 Mark2ID3
09-Jan-22 Mark0 
12-Jan-22 Mark1ID4

 

First 4 columns are already created and I would like to create a new ID column based on the following:

- A new ID value should be created for each user starting on numday = 1. 

- The same ID should be used for the following consecutive days for the same user as long as the code is not a specific value (A) or numdays is not 0.

Thanks.

 

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi  21818 ,

    Here are the steps you can follow:

    1. Create calculated column.

    rand =
    FORMAT(
    RAND(),"General Number")
    Rank =
      VAR __Item =[rand]
      VAR __Text = CONCATENATEX('Table',[rand],"|")
      VAR __Count = PATHLENGTH(__Text)
      VAR __Table =
        ADDCOLUMNS(
         GENERATESERIES(1,__Count,1),
          "__Item",PATHITEM(__Text,[Value])
        )
      VAR __TableFinal =
        SUMMARIZE(__Table,[__Item],"Index",MINX(FILTER(__Table,[__Item]=EARLIER([__Item])),[Value]))
    RETURN
      MINX(FILTER(__TableFinal,[__Item] = __Item),[Index])
    ID1 =
    IF(
        'Table'[numdays]=0 ||'Table'[code] = "A",BLANK(),
      "ID"&""&  RANKX(FILTER(ALL('Table'),'Table'[numdays]=EARLIER('Table'[numdays])),[Rank],,ASC))

    2. Result:

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

4 Replies

  • Your sample data does not seem to have reliably sortable columns, so RANKX doesn't seem to be applicable.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi  21818 ,

    Here are the steps you can follow:

    1. Create calculated column.

    rand =
    FORMAT(
    RAND(),"General Number")
    Rank =
      VAR __Item =[rand]
      VAR __Text = CONCATENATEX('Table',[rand],"|")
      VAR __Count = PATHLENGTH(__Text)
      VAR __Table =
        ADDCOLUMNS(
         GENERATESERIES(1,__Count,1),
          "__Item",PATHITEM(__Text,[Value])
        )
      VAR __TableFinal =
        SUMMARIZE(__Table,[__Item],"Index",MINX(FILTER(__Table,[__Item]=EARLIER([__Item])),[Value]))
    RETURN
      MINX(FILTER(__TableFinal,[__Item] = __Item),[Index])
    ID1 =
    IF(
        'Table'[numdays]=0 ||'Table'[code] = "A",BLANK(),
      "ID"&""&  RANKX(FILTER(ALL('Table'),'Table'[numdays]=EARLIER('Table'[numdays])),[Rank],,ASC))

    2. Result:

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

    • 21818's avatar
      21818
      Frequent Visitor

      Many thanks Anonymous , 

      When trying this solution I am stuck at the creation of the rank column as it is taking a long time without success. My current dataset has around 400K columns and I assume this could be the issue for this. 

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi  21818 ,

    For large amounts of data:

    I'd like to suggest you follow the optimization guide for Power BI in the document . You may also use Performance Analyzer to examine report element performance.

    You can also perform an optimization on dax:

    https://maqsoftware.com/insights/dax-best-practices

     

    Also consider turning off the following actions in Option:

    Current File->Data Load->Auto Date/Time

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.