Automatic Grouping?

[Anonymous]

I have a column that I made groups for to shrink the list and easier identify the categories:

Everything that starts with NAC or Email is just grouped together under Email in the table on the right. Same thing with Premier Email. At any given time, a new hire can take place and a new person may be added with the NAC or Premier prefix you see in the left table. Whenever this happens, is there way to have the new person added to the group I've created or do they always have to be added manually afterwards? I refreshed my dataset yesterday and a new NAC person was added, so on the table on the right they had their own category. I had to edit my groups to add that person to the correct group and I'm not sure if there is a way to have them automatically grouped there. Otherwise I'd always have to go in and check and update this as needed. Thanks!

[Anonymous]

Whats the requirement say all the Origin Starts with NAC Or Email goes to Group Email.

 If this is what you want simpally create a conditional statement with If / Switch so that even if you new origin is added and it starts with NAC or Email, is hould satisfy the condition and get into Group Email.

Some thing like below

if(find("NAC",Origin,1,0)=TRUE(),"EMAIL",<Anothet If condition>)

Actually valid use of Find and If should resolve your purpose.

Let me know if it works.

Thansk

Swapnil

[RMDNA]

@Anonymous,

Is "Origin (groups)" a column in the data, or a group you created manually using "Create New Group?"

If it's the latter, why not create conditional rules in Power Query to assign them to the proper Origin Group as them come in?

[Anonymous]

@RMDNA Would that be done from the query editor? I'm not 100% sure about how to go about doing that. And yes, it's a group that I created manually from another column.