how to write DAX to select YES/NO for specific column with some criteria?

[dinesharivalaga]

Hi Experts,

Here i am having a scenrio like , Currently we have one “Yes/No” field (Key Accounts) , now I would like it to be changed to below [Any one is Yes, it will become key account]

Key Account definition criteria :

Also below are our thoughts on what defines an account as a Key Account:

• Revenue – Forecasted Revenue >500K? - Yes
• PACE Account (Account Type column) – Yes
• Is it embedded engagement  (Delivery Model column)? – Yes

So these kind of conditions there for choosing Key Accounts .

I have to apply these formulas on tables , cards & also into bookmarks.

Please help to achieve this ..

Thanks

DK

[Anonymous]

Hi @dinesharivalaga ,

Since l don't know whether you need a calculated column or a measure, the calculated column code can be added here.

Key Account Measure =
IF (
    'Table'[Forecasted Revenue] > 500000 ||
    'Table'[Account Type] = "PACE Account" ||
    'Table'[Delivery Model] = "Embedded Engagement",
    "Yes",
    "No"
)

The result is shown in the figure:

Best Regards,
Zhu
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

[Anonymous · Accepted solution]

Hi @dinesharivalaga ,

@foodd , thanks for your concern about this case. I had a try based on the user's requirement. Please check if there is anything that can be improved. Here is my solution:

1.Create a simple data:

2.Create a measure as follows:

Key Account Measure =
IF (
    MAX('Table'[Forecasted Revenue]) > 500000 ||
    MAX('Table'[Account Type]) = "PACE Account" ||
    MAX('Table'[Delivery Model]) = "Embedded Engagement",
    "Yes",
    "No"
)

3.The final result is shown in the figure:

If you have any other questions please feel free to contact me.

Best Regards,
Zhu
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!