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Anonymous
Not applicable

Formatting rows by grouping

In short, I have a list of unsorted rows. I would like to group them by category (disposable mens, womens systems, etc) and then seperate them by their unique category in their rows, similar to the excel sheet picture below. 

marissaanj_1-1654093570086.png

marissaanj_0-1654093531508.png

I know their is a dax search function to organize them into categories, but I do not know how to place the rows together under the main blue title

 

All help appreciated

 

2 ACCEPTED SOLUTIONS

You can create a conditional column to look for your categories in the other column (this is dummy data)

Syk_2-1654100698261.png

 

 

Then use the matrix visual to achieve what you need (put category and stuff in the rows)

Syk_3-1654100816777.png

 

View solution in original post

Anonymous
Not applicable

Hi  @Anonymous ,

I created some data:

vyangliumsft_0-1654567866919.png

Here are the steps you can follow:

1. Create calculated table.

Table 2 =
var _sum=
SUMMARIZE(
    'Table',
    "MANUAL SHAVE","A",
    "Sales",CALCULATE(SUM('Table'[Sales]),FILTER(ALL('Table'),CONTAINSSTRING('Table'[MANUAL SHAVE],"A"))))
return
UNION('Table',_sum)

vyangliumsft_1-1654567866921.png

Table 3 =
var _sum=
SUMMARIZE(
    'Table',
    "MANUAL SHAVE","B",
    "Sales",CALCULATE(SUM('Table'[Sales]),FILTER(ALL('Table'),CONTAINSSTRING('Table'[MANUAL SHAVE],"B"))))
return
UNION('Table 2',_sum)

vyangliumsft_2-1654567866922.png

2. Result:

vyangliumsft_3-1654567866925.png

 

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

View solution in original post

4 REPLIES 4
Anonymous
Not applicable

Hi  @Anonymous ,

I created some data:

vyangliumsft_0-1654567866919.png

Here are the steps you can follow:

1. Create calculated table.

Table 2 =
var _sum=
SUMMARIZE(
    'Table',
    "MANUAL SHAVE","A",
    "Sales",CALCULATE(SUM('Table'[Sales]),FILTER(ALL('Table'),CONTAINSSTRING('Table'[MANUAL SHAVE],"A"))))
return
UNION('Table',_sum)

vyangliumsft_1-1654567866921.png

Table 3 =
var _sum=
SUMMARIZE(
    'Table',
    "MANUAL SHAVE","B",
    "Sales",CALCULATE(SUM('Table'[Sales]),FILTER(ALL('Table'),CONTAINSSTRING('Table'[MANUAL SHAVE],"B"))))
return
UNION('Table 2',_sum)

vyangliumsft_2-1654567866922.png

2. Result:

vyangliumsft_3-1654567866925.png

 

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

Syk
Super User
Super User

You can use a matrix visual to achieve the second part. There are a number of ways to categorize them although if I were you, I'd probably do it in PowerQuery instead of DAX.

Anonymous
Not applicable

why power query because using the group by does not include the dax search and i need to look for key words to group them in the categories

 

also for the matrix visual is still do not know what you mean how can i group them

You can create a conditional column to look for your categories in the other column (this is dummy data)

Syk_2-1654100698261.png

 

 

Then use the matrix visual to achieve what you need (put category and stuff in the rows)

Syk_3-1654100816777.png

 

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