Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Try your skills in the Power BI Dataviz World Championship! Round one ends June 26. Join now

Reply
tstraker
Frequent Visitor

Conditional Logic - help

Hi,

I need some help identifying rows with conditional logic in poweBI Desktop, I've outlined the details below.

 

  1. I have a risk table in my project. [RiskCombined]
  2. I want to report on all Open, Active or New risks
  3. I want to then filter to all risks with an impact and likelihood rating of 4 and above
  4. I also want to highlight any risks with a tag of "portfolio" irrespective of their impact and likelihood rating in step 3 (an escalation tag).

I've attempted to create a new custom column within the query editor with the following conditions:

 

repLogic = 
if (
    [Status] = "Open" or "Active" or "New"
    and
    ([Impact] >= 4 and [Likelihood] >= 4
    or
    Text.Contains([TagNames], "portfolio")
    ))
then 1
else 0
 
1.png
 
The Idea is that I would visualize all risks with a replogic value of 1

 

I don't get any syntax errors but its clearly not working how I intended it to 😉

 

I get the following error in most but not all rows:

 

Expression.Error: We cannot convert the value "Active" to type Logical.
Details:
    Value=Active
    Type=Type

 

I understand that I'm mixing boolean with text so I'll need to find a way to convert the [Status] value to a boolean.

 

My questions:

 

  1.  What's the best/quickest way to get a true/false value that I can use to filter risks (based on the criteria above)
  2.  Should I be using a measure or a series of measures instead of a cal column?
  3.  Should I be using VARS in this case?
  4. Can anyone provide me with an example?
1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@tstraker try following code

 

if (
   ( [Status] = "Open" or [Status] = "Active" or [Status] = "New")
    and
(
    ([Impact] >= 4 and [Likelihood] >= 4)
    or
    Text.Contains([TagNames], "portfolio")
   )
then 1
else 0


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

View solution in original post

2 REPLIES 2
parry2k
Super User
Super User

@tstraker try following code

 

if (
   ( [Status] = "Open" or [Status] = "Active" or [Status] = "New")
    and
(
    ([Impact] >= 4 and [Likelihood] >= 4)
    or
    Text.Contains([TagNames], "portfolio")
   )
then 1
else 0


Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thanks @parry2k 

 

I was prompted for an additional right parenthesis, I added that and ran it (screenshot below).

3.png

I then had to clean up a few null values in my [TagNames] and [Status] fields but it worked!
Thanks for the tweak!

 

 

Helpful resources

Announcements
Fabric Data Days is here Carousel

Fabric Data Days 2026

Don't miss out on Data Days, June 15 through August 7. Learn Fabric, Power BI, SQL, AI and more.

Power BI DataViz World Championships carousel

Power BI DataViz World Championships - June 2026

A new Power BI DataViz World Championship is coming this June! Don't miss out on submitting your entry.