Microsoft Fabric Community Conference 2025, March 31 - April 2, Las Vegas, Nevada. Use code FABINSIDER for a $400 discount.
Register nowGet inspired! Check out the entries from the Power BI DataViz World Championships preliminary rounds and give kudos to your favorites. View the vizzies.
I have two tables looking at schemes and their activity levels. I need to create a new variable (Retail / Default) that takes different conditional scenarios across these two tables into account.
Table1:
Question Library
Scheme ID | Active/Default |
1 | active |
2 | active |
3 | default |
4 | active |
5 | default |
Table 2:
Schemes
Scheme ID | Is Name Restricted |
1 | yes |
2 | no |
3 | yes |
4 | NULL |
5 | yes |
6 | no |
Table 1 with new variable
Scheme ID | Active/Default | Retail / Default |
1 | active | restricted |
2 | active | retail |
3 | default | restricted |
4 | active | retail |
5 | default | restricted |
6 | default | default |
The condition I need is:
Any scheme that is Restricted is labelled 'Restricted"' in the new variable: Retail / Default
Default values in table 1 that have not been overwritten by a "restricted" label from Tabel 2 remain as 'default'.
All other schemes that are not default (Table 1) and not restricted (Table 2) are 'retail'.
I found a similar question, but I cannot replicate it.
A lookup is built first
I tried this, but it does not like the last 'Scheme'[Scheme ID] , but I don’t understand what to put in the in its place. My understanding was that it needs something to connect to between the two tables:
Combined Table = LOOKUPVALUE('Question Library'[Active/Default], 'Question Library KSAR'[Scheme ID], 'Scheme'[Scheme ID])
In the second part the conditions are laid out, and unable to get the lookupvalue right, I tried to use a userelationship
Retail / Default =
SWITCH (TRUE(),
'Question Library'[Active/Default ]="Default", "Default",
(USERELATIONSHIP('Scheme'[Restricted Scheme Name] = "Yes"), "Restricted",
'Question Library'[Active/Default]="Active" &&'Scheme'[Restricted Scheme Name]="No","Retail"
)
This is the link I used:
https://community.powerbi.com/t5/Desktop/IF-statements-with-conditions-in-another-table/m-p/2992307
Can someone get me on the right way?
Solved! Go to Solution.
After some discussion in the team, this is the solution:
Scheme type =
VAR ActiveDefault = 'Question Library KSAR'[Active/Default]
VAR RestrictedStatus = RELATED('Scheme'[Restricted Scheme Name])
RETURN
SWITCH(
TRUE(),
ActiveDefault = "Active" && RestrictedStatus = "Yes", "Restricted",
ActiveDefault = "Active" && RestrictedStatus = "No", "Retail",
ActiveDefault = "Default" && RestrictedStatus = "Yes", "Restricted",
ActiveDefault = "Default" && RestrictedStatus = "No", "Default",
"Retail"
)
After some discussion in the team, this is the solution:
Scheme type =
VAR ActiveDefault = 'Question Library KSAR'[Active/Default]
VAR RestrictedStatus = RELATED('Scheme'[Restricted Scheme Name])
RETURN
SWITCH(
TRUE(),
ActiveDefault = "Active" && RestrictedStatus = "Yes", "Restricted",
ActiveDefault = "Active" && RestrictedStatus = "No", "Retail",
ActiveDefault = "Default" && RestrictedStatus = "Yes", "Restricted",
ActiveDefault = "Default" && RestrictedStatus = "No", "Default",
"Retail"
)
@acg ,
Why do you have 'default' value below?
From what tables do you take data for this visual?
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly. Appreciate your Kudos.
Check out my latest demo report in the data story gallery.
Stand with Ukraine!
Here are official ways you can support Ukraine financially (accounts with multiple currencies):
1) Support the Armed Forces of Ukraine: https://bank.gov.ua/ua/about/support-the-armed-forces
2) Come Back Alive foundation: https://www.comebackalive.in.ua/
Thank you!
@ERD - I have added more explanation. What do you mean with: From what tables do you take data for this visual?
Essentially SQL imports. Table 1 and Table 2 are connected via Scheme ID. The Retail\Default variable is that new variable that needs to be built based on the conditions explained above.
March 31 - April 2, 2025, in Las Vegas, Nevada. Use code FABINSIDER for a $400 discount!
Check out the February 2025 Power BI update to learn about new features.
User | Count |
---|---|
19 | |
14 | |
10 | |
9 | |
9 |
User | Count |
---|---|
15 | |
14 | |
12 | |
11 | |
11 |