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ergocorp
Helper II
Helper II

Combined Lines on Table (or Matrix) that concatenates the values

Hi, I have a lot of data that somes requires grouping, and I'm trying to work out how to do it on Power BI.

 

It's a very large data set, so I'll give you an example of the parts I'm looking at for this challenge:

 

ergocorp_0-1678358730725.png

Some of the budget ui cells are combined, with the values being totalled up, so it looks like this:

 

FT62,ENG14 £      250,000.00
FT172,FT170,FT169,FT16,FT17 £      160,621.09
BP76

 £  1,609,172.00

 

My forst port of call is to get them to add a unique ID to a line that let's it know if they are meant to be combined. My test data looks like this:

 

ProjectValID
IS18£100.00a
FT145£200.00a
BP70£300.00a
COP100£400.00b

 

So really when finished it should look like this:

 

ProjectValID
IS18,FT145,BP70£600.00a
COP100£400.00b

 

I've tried a matrix

ergocorp_1-1678359606034.png

I'm thinking there's got to be some sort of dynamic IF -> CONCAT statement in DAX. I say dynamic as I need it to total up and concatenate every line with the same ID.  I'm not sure how that would work.

 

The second problem is these lines have approvers indivdually. Going back to my inital sample data:

ProjectValIDApprover
IS18£100.00a1
FT145£200.00a1
BP70£300.00a1
COP100£400.00b2

However there are value thresholds, and when combined it goes further up the approval chain.

ProjectValIDApprover
IS18,FT145,BP70£600.00a3
COP100£400.00b2

I was thinking that a column  could state something like:

Approver (2) = IF(Val>=500,"3","1") etc.

 

Anyone got a solution to both of these?

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