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ljimenezvega84
Frequent Visitor

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 for your support

 

COLUMN ACOLUMN BCOLUMN C
TVUSD100
LAPTOP

USD

500
TVUSD50
DISHWASHERUSD10
TVUSD100
TVUSD80
CHAIRUSD75
TVUSD100
TVUSD90

 

1 ACCEPTED SOLUTION
FarhanJeelani
Super User
Super User

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.

View solution in original post

2 REPLIES 2
FarhanJeelani
Super User
Super User

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.

LED_General
Helper I
Helper I

I think you need to use the matrix visual.

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