Flagging rows with collections values across multiple rows with duplicates

[Anonymous]

Hello,

When the: account number, visit date, and departments are the same in a transaction table, our practice management system is incorrectly flagging rows for exclusion with "Y/N".  

In the example below, the Y/N column should be reversed:

Account	Visit Date	Dept	Include	Payment	Due
12345A	1/23/2023	Diagnostic	N	280	345
12345A	1/23/2023	Diagnostic	Y	0	345

What I need is an additional column that has a Corrected flag column that flags a "Y" for the row with a Payment and a "N" for the row w/o (see far right column below):

Account	Visit Date	Dept	Include	Payment	Due	Corrected
12345A	1/23/2023	Diagnostic	N	280	345	Y
12345A	1/23/2023	Diagnostic	Y	0	345	N

Since this scenario only occurs when the account/visit date/dept are the same down columns the solution should simply carry over the value in the include column when the criteria described above are not met.  When the value for the Include column are both N or both Y, I would need those values carried over in to the correct column as below:

Account	Visit Date	Dept	Include	Payment	Due	Corrected
12345A	1/23/2023	Diagnostic	N	280	345	N
12345A	1/23/2023	Diagnostic	N	0	345	N
12345A	1/31/2023	Diagnostic	Y	280	345	Y

Any help greatly appreciated!

Thank you!

[FreemanZ]

hi @Anonymous 

not sure if i fully get you, try to add a column like:

Column = 
VAR _table =
FILTER(
    SELECTCOLUMNS(
        TableName,
        "Account", TableName[Account],
        "Visit Date", TableName[Visit Date],
        "Dept", TableName[Dept]
    ),
    TableName[Account]=EARLIER(TableName[Account])
        &&TableName[Visit Date]=EARLIER(TableName[Visit Date])
        &&TableName[Dept]=EARLIER(TableName[Dept])
)
VAR condition1 = COUNTROWS(_table) 
VAR condition2 =
COUNTROWS(
    DISTINCT(
        FILTER(
            _table,
            TableName[Include]=EARLIER(TableName[Include])
        )
    )
) 
RETURN
SWITCH(
    TRUE(),
    condition1=2&&condition2=2&&TableName[Include]="N", "Y", 
    condition1=2&&condition2=2&&TableName[Include]="Y", "N", 
    [Include]
)

it worked like:

[Anonymous]

@FreemanZ 

I added this DAX which churned but I ended up maxing out my memory.  I'll keep trying, maybe on a different machine.

I realized that in the last table example, misstated what the result should be, apologies. The second table example is the desired result:

Account	Visit Date	Dept	Include	Payment	Due	Corrected
12345A	1/23/2023	Diagnostic	N	280	345	Y
12345A	1/23/2023	Diagnostic	Y	0	345	N

When the criteria are not met, I just need the current [Include] value returned

table results

Account	Visit Date	Dept	Include	Payment	Due	Corrected
12345A	1/23/2023	Diagnostic	N	280	345	Y
12345A	1/23/2023	Diagnostic	Y	0	345	N
12345A	1/30/2023	Diagnostic	Y	25	65	Y
23569B	1/31/2023	Other	Y	40	0	Y

I hope this clarifies.

Thanks,

Chase