Nested if statements/Switch function?

[Lexi]

Howdy! 

I need some direction from you nice guys 😊

I am new to Powerbi and I am trying to get to a solution to my issue. I have a dataset and I am assigning groups to our customers 

Customer 1001 = US Postal Code

Customer 1002 = Europe Postal Code

Customer 1003 = Asia Postal Code.

An issue appears when the customer moves or if they order for another customer. So I want to build in a function or create a custom column (that can be used in a filter). I am using the switch function for the normal customers but I need away to include the abnormal cases. 

[Lexi]

Hi all, 

Thanks for all your contribution.

I tried out your formual but it aint working for me as I figured out my conditions are more complicated than I first intended. 

I have one set of customers (150 in total) following one swich formual correct (VAR a), then about 5 customers that are the outliers and do not follow suit. I meantion two hard ones below (Var B, Var C)

Var a = switch ([customer],
               "Customer 1001" , "USA",
                "Customer 1002", "Asia", "Other  ...... and so on
Var b = if [Customer] = "2002" && [cat] <> "Household" THEN " USA" else "Europe"
Var c = if [Customer] = "2002" && [order date] > "2021, 10, 1" then "USA" else "Asia"

How the do I even try get this into a new custom column? Any direction will help! 

[smpa01]

@Lexi  can you please create a new thread with sample data, expected output?

[smpa01]

@Lexi  need more info, provide sample data and expected output.

[ValtteriN]

Hi,

Unfortunately, your post is rather difficuilt to understand and it would be good if you provided more information. For now, the only help that I can give is to show some patterns/tips that I use in my models when I want to categorise customers in measures:

First typically I create a SWITCH + TRUE structure where it goes something like this:

SWITCH(TRUE(),
PLACE IF CONDITION HERE, "Category 1",
PLACE IF CONDITION HERE, "Category 2",
PLACE IF CONDITION HERE, "Category 2")

Then I create a table which has these states to use as a filter: 

Table = {("Category 1"),("Category 2"),("Category 3")}

Finally I create a filter measure to use in my visuals:
Customer category switch filter:= IF(
or(not(HASONEFILTER('Table'[Value])),[Customer category]=max('Table'[Value])),1,0)


I hope this helps to solve your issue and if it does consider accepting this as a solution and giving the post a thumbs up!

[Lexi]

Thanks folks!

I am trying to get at column D so I can use it later on as a filter in the main dashboard.

So I created this formal so far -

POSTAL CODE = Switch([CustomerID],
"Customer1001", "USA",
"Customer 1002", "EU", "Other"

This works for the customers that have no difference. I need to complete the column of the customers that dont conform. I want to try to complete a column with those easy customers that follow correctly and then the ones that dont, but I am unsure how to add the exceptions.

Ie: Customer 1001 if shipping address is europe then the postal code is eu otherwise usa

[smpa01 · Accepted solution]

@Lexi  can you try this

Column =
VAR _home =
    SELECTCOLUMNS (
        SUMMARIZE (
            CALCULATETABLE ( 'Table', ALLEXCEPT ( 'Table', 'Table'[CustID] ) ),
            'Table'[CustID],
            'Table'[Home]
        ),
        "cust", [CustID],
        "country", [Home]
    )
VAR _shipping =
    SELECTCOLUMNS (
        SUMMARIZE (
            CALCULATETABLE ( 'Table', ALLEXCEPT ( 'Table', 'Table'[CustID] ) ),
            'Table'[CustID],
            'Table'[Shipping]
        ),
        "cust", [CustID],
        "country", [Shipping]
    )
VAR _intersect =
    INTERSECT ( _home, _shipping )
VAR _except =
    EXCEPT ( _shipping, _home )
RETURN
    IF (
        MAXX ( _except, [country] ) = BLANK (),
        MAXX ( _intersect, [country] ),
        MAXX ( _except, [country] )
    )

which generates this

[smpa01]

@Lexi  did you try this out yet?

[Lexi]

Hi Smpa01, thanks you sir for helping me out!!! 

I tried out your formual but it aint working for me as I figured out my conditions are more complicated than I first intended. 😢

I have one set of customers (150 in total) following one swich formual correct (VAR a), then about 5 customers that are the outliers and do not follow suit. I meantion two hard ones below (Var B, Var C)

Var a = switch ([customer],
               "Customer 1001" , "USA",
                "Customer 1002", "Asia", "Other  ...... and so on
Var b = if [Customer] = "2002" && [cat] <> "Household" THEN " USA" else "Europe"
Var c = if [Customer] = "2002" && [order date] > "2021, 10, 1" then "USA" else "Asia"

How the do I even try get this into a new custom column? Any direction will help! 🤞