Forum Discussion

ljimenezvega84's avatar
1 year ago
Solved

Column Aggrupation

Hi everyone,    Its possible to group in "Column A" by product? I`ve got several account (maybe 200-300) and need to create arround 10 groups of 20-30 accounts.   Here a sample data:   Thanks f...
  • FarhanJeelani's avatar
    1 year ago

    Hi ljimenezvega84,

    Yes, it's absolutely possible to group values in Column A (e.g., by product type like TV, Laptop, etc.) into custom-defined groups of 20–30 products each in Power BI (or even in Excel or other tools). Here's how you can approach it:

    Option 1: Manual Grouping in Power BI
    Go to the Data view.

    Click on Column A (Product).

    From the top ribbon, choose "New Group".

    In the Grouping dialog:

    Use "List of values" or manually select product names.

    Create your 10 groups by assigning products accordingly (e.g., Group 1 = TV, Laptop; Group 2 = Dishwasher, Chair, etc.).

    Name each group clearly.

    This creates a new column with your groupings.

     

    Option 2: Custom Group Table (Preferred for Large Datasets)
    Since you have 200–300 products, manual grouping might get tedious. Instead, use a mapping table like this:

    Product Product Group

    TV Group1
    Laptop Group1
    Dishwasher Group2
    Chair Group3


    Steps:

    Create this table in Excel or Power BI.

    Import it into your model.

    Create a relationship between your main table’s Column A and the mapping table's Product.

    Use the Product Group field in your visuals or aggregations.

     

    Or,

     

    To avoid hardcoding, you can use Power Query (M) to create a rule-based column, or even a DAX calculated column like:

    ProductGroup =
    SWITCH(TRUE(),
    'Table'[Column A] IN {"TV", "LAPTOP"}, "Group 1",
    'Table'[Column A] IN {"DISHWASHER", "OVEN"}, "Group 2",
    'Table'[Column A] IN {"CHAIR", "TABLE"}, "Group 3",
    "Other"
    )

     

     

    Please mark this post as solution if it helps you. Appreciate Kudos.