Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Next up in the FabCon + SQLCon recap series: The roadmap for Microsoft SQL and Maximizing Developer experiences in Fabric. All sessions are available on-demand after the live show. Register now

Reply
Anonymous
Not applicable

Breaking Data into Categories using a text string in the field

So im fairly new to PowerBI and have a spreadsheet I am trying to replicate the function of. 

 

Its a finance sheet that does expense tracking. I load all of my monthly or yearly transactions into it from my bank statement and it breaks all of the transactions up into columns depending on which category the vendor is in as per below using Excel Lists. 

This is a subset of the lists that are stored in their own tab. 

Struktv_0-1642065039988.png

This is a subset of the transactions sheet and how it categorises the data. This is in another tab. 

Struktv_1-1642065237232.png

I can re-create most of it by creating a category and sub-category table and joining them with the transaction table but the issue is the Search or Find function that I use to join the find the correct category and join them in Excel which is this:

=IF(SUMPRODUCT(--ISNUMBER(SEARCH(Lists!B$2:$B$3,$B22))),$D22,"")

 

Just wondering how I would replicate that in PowerBI? I just want it to search the description field in the Transactions table for one of the vendors in the categories table and return the corresponding category. 

 

I am not worried about breaking it up into columns as I can do that in the report section later. Its just the search and return I am having issues with. 

2 REPLIES 2
v-jingzhang
Community Support
Community Support

Hi @Anonymous 

 

Can you help explain what does IF(SUMPRODUCT(--ISNUMBER(SEARCH(Lists!B$2:$B$3,$B22))),$D22,"") do? Where is this formula used and what result does it get? Currently I don't understand what sample data is used in cells like B2, D22, B22, B3. Can you explain the expected output with some sample data? Paste sample data in table format in the post so that we can use it to create a sample file. 

 

Best Regards,
Community Support Team _ Jing

freginier
Super User
Super User

You can use SUMX function in Power BI it's like SUMPRODUCT

Helpful resources

Announcements
New to Fabric survey Carousel

New to Fabric Survey

If you have recently started exploring Fabric, we'd love to hear how it's going. Your feedback can help with product improvements.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.

Join our Fabric User Panel

Join our Fabric User Panel

Share feedback directly with Fabric product managers, participate in targeted research studies and influence the Fabric roadmap.

March Power BI Update Carousel

Power BI Community Update - March 2026

Check out the March 2026 Power BI update to learn about new features.