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I am trying to replicate a Tableau formula in Power BI, however I am not able to achieve the result
Tableau Formula is:
IF
{ FIXED [Name], [Task]: SUM(IF [Team] = 'Paris' or [Team] = 'Germany' or [Team] = 'Poland' then 1 END)}>0 THEN 'Centralized'
ELSEIF
{ FIXED [Client_Name], [Task Grouping]: SUM(IF [Team] <> 'Paris' and [Team] <> 'Germany' and [Team] <> 'Poland' then 0 END)}=0 then 'Non Centralized' END
Here the expected result is:
| Paris | Germany | Poland | Any Other Team | Any Other Team | Centralized Count | Non Centralized Count |
| 1 | 1 | 1 | 1 | 0 | 1 | 0 |
| 1 | 1 | 1 | 0 | 1 | 0 | |
| 0 | 1 | 0 | 0 | 1 | 1 | 0 |
| 1 | 0 | 1 | 0 | 0 | 1 | 0 |
| 1 | 0 | 0 | 1 | 0 | 1 | 0 |
| 0 | 0 | 0 | 1 | 0 | 0 | 1 |
| 0 | 0 | 1 | 1 | 0 | 1 | 0 |
| 0 | 1 | 0 | 1 | 0 | 1 | 0 |
| 0 | 0 | 0 | 1 | 1 | 0 | 1 |
Solved! Go to Solution.
This happens because a Calculated Column adds a value to every row.
If a Name has 2 rows (e.g., 1 for "Paris" and 1 for "India"), the column marks both as "Centralized". When you drag that column to a visual and it sums them up, you get 2 instead of 1.
To fix this, you must use a Measure that looks at the distinct Names, not the individual rows.
The Solution: Use These Measures
Delete the calculated column (or stop using it in your visual) and use these Measures instead. They use SUMX and VALUES to ensure each Name is counted only once, regardless of how many rows it has.
1. Centralized Count (Measure)
This calculates unique Names that have at least one centralized team.
Centralized Count =
VAR CentralizedNames =
SUMX (
VALUES ( 'YourTable'[Name] ), -- Iterate through unique Names only
VAR HasCentralizedTeam =
CALCULATE (
COUNTROWS ( 'YourTable' ),
'YourTable'[Team] IN { "Paris", "Germany", "Poland" }
)
RETURN
IF ( HasCentralizedTeam > 0, 1, 0 )
)
RETURN
CentralizedNames
2. Non-Centralized Count (Measure)
This calculates unique Names that have zero centralized teams.
Non Centralized Count =
VAR NonCentralizedNames =
SUMX (
VALUES ( 'YourTable'[Name] ), -- Iterate through unique Names only
VAR HasCentralizedTeam =
CALCULATE (
COUNTROWS ( 'YourTable' ),
'YourTable'[Team] IN { "Paris", "Germany", "Poland" }
)
RETURN
IF ( HasCentralizedTeam = 0, 1, 0 ) -- Only count if NO centralized team found
)
RETURN
NonCentralizedNames
Why this works
* VALUES ( 'YourTable'[Name] 😞 Creates a temporary list of unique names.
* SUMX: Goes through that unique list one by one.
* The Logic: It checks "Does this specific Name have a row in Paris, Germany, or Poland?"
* If Yes: It scores it as a 1 for Centralized.
* If No: It scores it as a 1 for Non-Centralized.
* Result: Even if a Name has 50 rows, it is only evaluated and counted once.
Hi @Revati25 ,
Thanks for reaching out to the Microsoft Fabric Community forum.
I have used this DAX measure to get the expected result
Centralization Type =
VAR HasCentralTeam =
CALCULATE (
COUNTROWS ( FactTasks ),
ALLEXCEPT (
FactTasks,
FactTasks[Name],
FactTasks[Task]
),
FactTasks[Team] IN { "Paris", "Germany", "Poland" }
)
VAR HasOtherTeam =
CALCULATE (
COUNTROWS ( FactTasks ),
ALLEXCEPT (
FactTasks,
FactTasks[Client_Name],
FactTasks[Task Grouping]
),
NOT FactTasks[Team] IN { "Paris", "Germany", "Poland" }
)
RETURN
SWITCH (
TRUE (),
HasCentralTeam > 0, "Centralized",
HasOtherTeam = 0, "Non Centralized",
BLANK ()
)
Attaching the .pbix for reference
I hope this information helps. Please do let us know if you have any further queries.
Thank you
Hi @Revati25 Can you please share sample datasets to test?
Hi @Revati25 ,
Create a Calculated Column to mimic the FIXED LOD behavior:
Status =
VAR CentralizedCount =
CALCULATE (
COUNTROWS ( 'YourTable' ),
ALLEXCEPT ( 'YourTable', 'YourTable'[Name], 'YourTable'[Task] ), -- Groups by Name & Task
'YourTable'[Team] IN { "Paris", "Germany", "Poland" }
)
RETURN
IF ( CentralizedCount > 0, "Centralized", "Non Centralized" )
To get the 1s and 0s from your image:
• Centralized Count: IF([Status] = "Centralized", 1, 0)
• Non Centralized Count: IF([Status] = "Non Centralized", 1, 0)
If this suggestion works for you, kindly mark this reply as the solution and provide kudos.
Mohit Singh | PL300 | DP600 | DP-700
https://www.linkedin.com/in/mohit-singh-16b917105
I have tried this calculation earlier, this is giving me double count.
That is the Name count is getting picked up if the name is present any other region as well as in those 3
This happens because a Calculated Column adds a value to every row.
If a Name has 2 rows (e.g., 1 for "Paris" and 1 for "India"), the column marks both as "Centralized". When you drag that column to a visual and it sums them up, you get 2 instead of 1.
To fix this, you must use a Measure that looks at the distinct Names, not the individual rows.
The Solution: Use These Measures
Delete the calculated column (or stop using it in your visual) and use these Measures instead. They use SUMX and VALUES to ensure each Name is counted only once, regardless of how many rows it has.
1. Centralized Count (Measure)
This calculates unique Names that have at least one centralized team.
Centralized Count =
VAR CentralizedNames =
SUMX (
VALUES ( 'YourTable'[Name] ), -- Iterate through unique Names only
VAR HasCentralizedTeam =
CALCULATE (
COUNTROWS ( 'YourTable' ),
'YourTable'[Team] IN { "Paris", "Germany", "Poland" }
)
RETURN
IF ( HasCentralizedTeam > 0, 1, 0 )
)
RETURN
CentralizedNames
2. Non-Centralized Count (Measure)
This calculates unique Names that have zero centralized teams.
Non Centralized Count =
VAR NonCentralizedNames =
SUMX (
VALUES ( 'YourTable'[Name] ), -- Iterate through unique Names only
VAR HasCentralizedTeam =
CALCULATE (
COUNTROWS ( 'YourTable' ),
'YourTable'[Team] IN { "Paris", "Germany", "Poland" }
)
RETURN
IF ( HasCentralizedTeam = 0, 1, 0 ) -- Only count if NO centralized team found
)
RETURN
NonCentralizedNames
Why this works
* VALUES ( 'YourTable'[Name] 😞 Creates a temporary list of unique names.
* SUMX: Goes through that unique list one by one.
* The Logic: It checks "Does this specific Name have a row in Paris, Germany, or Poland?"
* If Yes: It scores it as a 1 for Centralized.
* If No: It scores it as a 1 for Non-Centralized.
* Result: Even if a Name has 50 rows, it is only evaluated and counted once.
If I apply ALL Except with this for Task Group, that is coming from another table, would it work
Please try
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