Column specific Exclusions in Calculated Column

[gssarathkumar]

I have a datatable which contains the data with below columns:

Name
Group
Caller
State
Category
Priority
Type

I also have an another table as below which I will be using as an Exclusion list.

NameGroupCallerStateCategoryPriorityType

A	EBIDDING	Sarath	Incomplete	PM		Request
A	HYPERCARE					Request
A	ENHANCEMENT					Request
A	LEVERAGED					Request
A	TOOLING					Request
B	Desktop	Kumar				Request
B		Sankar				Request
B	EPM & SharePoint					Request
B	DMS					Request
B	Applications					Request
B	Linux					Request
B	Operational					Request
B				IW		Request
B				VA		Request
B				PM		Request
B				OR		Request
C	Operational					Request
C				IW		Request
C				VA		Request
C				PM		Request
C				OR		Request
D				IW		Request
D				VA		Request
D				PM		Request
D				OR		Request
H				IW		Request
H				PM		Request
H				CU		Request
H				RA		Request
H				OR		Request
H				ER		Request
H				VA		Request
Y				CU		Request
Y				IW		Request
Y				OR		Request
Y				PM		Request
Y				RA		Request
Y				VA		Request
MA				IW		Request
MA				OR		Request
MA				PM		Request
MA				VA		Request
S				CU		Request
S				IW		Request
S				OR		Request
S				PM		Request
S				RA		Request
S				SH		Request
S				VA		Request
MS				OR		Request
MS				IW		Request
MS				OR		Request
MS				PM		Request
MS				RA		Request
MS				VA		Request

I need to match my datatable with the exclusion list and do exclude from the report.

For instance, Name: A with either Group or Caller or State or Category is matching with my datatable, it needs to be excluded.

Tried Solution:

First, I created multiple columns to extract the exclusionlist data to my datatable using below calculated column:

Category = MAXX(FILTER('Exclusionlist', Exclusionlist[Category] = datatable[Category]), Exclusionlist[Category])

And the I am comparing the columns using below calculated column:

CategoryMatch = IF(AND(datatable[category] <> BLANK(), SNOW_Request[SubCategory] = SNOW_Request[request_subcategory]), "Yes", "No")

Finally, I created the below calculated column:

Column = IF(AND(datatable[Name] = "Yes", OR(OR(datatable[Group] = "Yes", datatable[Caller] = "Yes"), datatable[Category] = "Yes")), "Exclude", "Include")

But I didn't get the desired output as there is a possibility of Other Names contain same Category / State / Caller.

I need my exclusion should happen as:

AND(Name = Yes, Group = Yes), "Exclude" or AND(Name = Yes, Caller = Yes), "Exclude" or AND(Name = Yes, Category = Yes), "Exclude" or AND(Name = Yes, Priority = Yes), "Exclude" else "Include"

Can anyone help me with this problem statement?

@amitchandak , @Greg_Deckler @lbendlin , @DesktopOwl @Goodlytics4U @help Ahmedx @Ahmedx @lbendlin : Please help.

[Anonymous · Accepted solution]

Hi @gssarathkumar ,

Your requirement is "AND(Name = Yes, Group = Yes), "Exclude" or AND(Name = Yes, Caller = Yes), "Exclude" or AND(Name = Yes, Category = Yes), "Exclude" or AND(Name = Yes, Priority = Yes), "Exclude" else "Include""?

Is Yes a string or does it mean that the current column is not null? For example, "Group = Yes" means that the Group column is not null? I don't quite understand.

In Power Query, it is convenient to create custom columns to achieve your needs.

If it means that the current column is not null, the syntax is as follows:

if [Name] <> Null.Type and ( [Group] <> Null.Type or [Caller] <> Null.Type or [State] <> Null.Type or [Category] <> Null.Type or [Priority] <> Null.Type) then "Exclude" else "Include"

The same is true if it is a string, just change <> Null.Type to = "Yes".

The page effect is as follows:

After saving and exiting Power Query, add the newly created custom column to the Filter and set the condition to "is not Exclude".

The final page effect is as follows:

pbix file is attached.

If you have any further questions please feel free to contact me.

Best Regards,
Yang
Community Support Team

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