Add column by specific text by dates

Manasi25 

Add a New Column Based on Specific Text in "Work notes":

 

Action Taken by =
IF(
CONTAINSSTRING([Work notes], "took"),
"ECC took care",
IF(
CONTAINSSTRING([Work notes], "escalated"),
"Taken care by CX",
BLANK()
)

 

 

To sort the data by the dates mentioned in the "Work notes" column, you need to extract the date from the text and then sort the data based on this extracted date.

You can create a new column to extract the date from the "Work notes" column using DAX. Assuming the date format in the "Work notes" is consistent, you can use the following DAX formula:

Extracted Date =
DATE(
MID([Work notes], 1, 4),
MID([Work notes], 6, 2),
MID([Work notes], 9, 2)
)

 

After creating the "Extracted Date" column, you can sort your data by this column.

 

To handle duplicate entries, you can use Power BI's data transformation capabilities in Power Query Editor. You can group by the "Incident Start" or any other relevant column and then sort within each group by the "Extracted Date".

Go to Power Query Editor.
Select the column you want to group by (e.g., "Incident Start").
Use the "Group By" feature to group the data.
Within each group, sort the data by the "Extracted Date" column.