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SerDontos
Frequent Visitor

Grouping specific values in a column

Hello. I have a table with a column named [Accounts], this column contains accounts such as "F400; F401; F402; F403; etc..."  Each account contains transaction names & amounts. Since these are my company's sale accounts, I was hoping to group them together in one column so that I can view them all together but separate from the expense accounts (F600, F601, etc..). When I create a new group within my [Accounts] column and try to add that new column to my table visualization I'm still pulling every account under that [Accounts] column.  How can I group together or filter these specific sale accounts into one table?

1 REPLY 1
Anonymous
Not applicable

you can create one column as below.

 

New column=If(table[account] in {'F402','F403',.......}, "Sales Group","Expense Group")

 

If you want one more group then you can use switch () function or you can add next condition in else part of above if.

 

Use this column in slicer  to selected specific group.

 

Thanks & regards,
Pravin Wattamwar
www.linkedin.com/in/pravin-p-wattamwar

If I resolve your problem Mark it as a solution and give kudos.

 

 

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