Power BI

[LoganFFS]

Hi there, I have been trying to make a slicer for clients who are in either "a" or "b" categories, but currently they all have a specific identification number like 43, 62... When I make the current slicer by identification number they all have their specific id # as an option. Instead I want to lump them into groups, for example have id #'s 43 and 62 become one option in the slicer labelled "household". Is there any way to easily convert the slicer into making these groups manually if the data set column only has them labelled by ID #? Thanks in advance!

[v-tsaipranay]

Hi @LoganFFS  ,

May I ask if you have resolved this issue? If so, please mark the helpful reply and accept it as the solution. This will be helpful for other community members who have similar problems to solve it faster.

Thank you.

[v-tsaipranay · Accepted solution]

Hi @LoganFFS ,

Thank you for reaching out to the Microsoft Fabric community forum. Also, thanks to @techies  for the helpful response.

To achieve your goal of grouping client IDs into categories for slicer filtering, the best approach is to create a separate mapping table with two columns: ClientID and ClientGroup. You can then link this table to your main data using ClientID and use the ClientGroup field in your slicer. This approach is clean, easy to maintain, and scales well.

Depending on your situation, you might also consider these alternatives:

• Creating a calculated column in your main table using DAX (like SWITCH or IF) to assign groups directly.

• Using Power Query to add a custom grouping column before loading the data.

Both alternatives work well if your groupings are simpler or don’t change often.

I hope this gives you an idea, if you need any further assistance, feel free to reach out.

If this post helps, then please give us Kudos and consider Accept it as a solution to help the other members find it more quickly.

Thankyou.

[v-tsaipranay]

Hi @LoganFFS ,

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions. If my response has addressed your query, please accept it as a solution and give a 'Kudos' so other members can easily find it.

Thank you.

[techies]

Hi @LoganFFS As i understand, you can ccreate table 

| ClientID | ClientGroup |
| 43 | A |
| 62 | A |
| 77 | B |
| 88 | B |

Once this table is created, link it to your main data table using ClientID, and then use ClientGroup in your slicer. This will allow you to filter by group A or B instead of by individual client ID numbers.