Adding specific vales to a filtered table

[Anonymous]

Hi Everyone

I have a table call Customer Table, that has customer names and their Region. I cannot edit the table due to it being a corporte database. The problem i am trying to solved is that when i filter for North America, the table will filtred but there are a 2 customers names in the mexico region, that i need to include in the filter when I filter for North America. I would appreciateany thoughts or ideas how to do this.

[Anonymous · Accepted solution]

hi, for this specific case, you could create a calculate column in PowerBI with the next formula:

Region2 = IF( OR('Customer Table'[Region] = "North America",
OR('Customer Table'[Customer Name] = "Customer Nmae 7",
'Customer Table'[Customer Name] = "Customer Nmae 8")
),"North America",'Customer Table'[Region])

You also can create a flag column based in 'Customer Name' Column, and then create a formula with the region and flag column.

Customer Name        |   Region            | Flag (Based on Customer Name)

Customer Name 1     | North America  | 0

Customer Name 2     | North America  | 0

.

.

Customer Name 7     | Mexico              | 1

Customer Name 8     | Mexico              | 1

Customer Name 9     | Mexico              | 0

Customer Name 10   | Mexico              | 0

Region 2 = If( OR('Customer Table'[Region] = "North America", 'Customer Table'[Flag] = 1),

                             "North America", 'Customer Table'[Region])

Regards

[parry2k]

@Anonymous I'm suggesting adding a column in PQ, not in the database, and most of the time it is a good idea to create views in the backend and have that logic go in the view.

[parry2k]

@Anonymous why not create a new column in PQ for the region with the following expression and then remove the old region column and use the new one

if [Region] = "Mexico" then "North America" else [Region]

✨ Follow us on LinkedIn

Check my latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

⚡ Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.⚡

[Anonymous]

Hi Parry2k, its a corprate database and cannot add or delete columns. I thought about that but found out  that IT will not allow this. Thanks