LOOKUP in SAME TABLE

[MSanchezz]

Hi All,

I would like to ask assistance in the scenario below:

currently have a table with the first three columns, and I want to add a column for the Transaction Group.
         Rules:

         > If Item group is MB, get the first item group with same transaction no.
         > If item is not MB, get row item group.

Transaction No	Item	Item Group	Transaction Group
1	1001	AN	AN
1	1002	AN	AN
1	1015	MB	AN
2	1004	RR	RR
2	1015	MB	RR
3	1001	AN	AN
3	1002	AN	AN
3	1015	MB	AN
3	1020	RR	RR

Thank you.

[edhans]

Is this what you want?

You said you wanted the "row item group" if Item Group wasn't MB, but I wasn't sure what that meant. I pulled the item group from the same row.

Code here:

Column = 
VAR varItemGroup = 'Table'[Item Group]
VAR varTransaction = 'Table'[Transaction No]
RETURN
    IF(
        varItemGroup = "MB",
        MINX(
            FILTER(
                'Table',
                'Table'[Transaction No] = varTransaction
            ),
            'Table'[Transaction Group]
        ),
        'Table'[Item Group]
    )

Note: This is a calculated column formula and must be entered as a New Column to work.

[MSanchezz]

Hi. noticed that you used the transaction group column in the formula. What i meant was that, I am trying to have the trans group column be the output.

Thank you.

[edhans]

Ahh.. DIdn't understand TransactionGroup was the expected result. Try this @MSanchezz

Column = 
VAR varItemGroup = 'Table'[Item Group]
VAR varItem = 'Table'[Item]
VAR varTransaction = 'Table'[Transaction No]
RETURN
    IF(
        varItemGroup = "MB",
        MINX(
            FILTER(
                'Table',
                'Table'[Transaction No] = varTransaction
                    && 'Table'[Item] < varItem
            ),
            'Table'[Item Group]
        ),
        'Table'[Item Group]
    )

[Greg_Deckler]

@MSanchezz I think I got it correct, please check, I did not use Transaction Group in my formula.

[Greg_Deckler]

@MSanchezz Maybe:

Transaction Group = 
  IF(
    "Item Group" = "MB",
        VAR __First = MINX(FILTER('Table',[Transaction]=EARLIER([Transaction])),[Item])
      RETURN
        MAXX(FILTER('Table',[Transaction]=EARLIER([Transaction]) && [Item]=__First),[Item Group]),
      [Item Group]
   )

[MSanchezz · Accepted solution]

Hi Greg, this worked for my sample dataset. will check on the full dataset before accepting as solution. thank you.