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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 for your support
COLUMN A | COLUMN B | COLUMN C |
TV | USD | 100 |
LAPTOP | USD | 500 |
TV | USD | 50 |
DISHWASHER | USD | 10 |
TV | USD | 100 |
TV | USD | 80 |
CHAIR | USD | 75 |
TV | USD | 100 |
TV | USD | 90 |
Solved! Go to Solution.
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.
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.
I think you need to use the matrix visual.
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