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JoshEnglish's avatar
JoshEnglish
Icon for Helper I rankHelper I
8 years ago
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Conditionally checking if a value from one column matches in another column

I have a table with data formatted like this  I need to create the ShouldSkip column using the following logic:   ShouldSkip should be TRUE only when isPartial on that line is True AND the v...
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  • Greg_Deckler's avatar
    Greg_Deckler
    8 years ago
    Column = IF([isPartial] 
    	    && CALCULATE(COUNTROWS(aShouldSkip),
    			FILTER(aShouldSkip,aShouldSkip[Agent]=EARLIER(aShouldSkip[Agent]) 
    				&& aShouldSkip[Account]=EARLIER(aShouldSkip[Primary]))) >= 1,
    	TRUE()
    	,FALSE()
    )

    aShouldSkip is my table name. Don't feel bad, took me a while to wrap my head around EARLIER until I finally realized it was just a way of saying "current value".

Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
8 years ago
Column = IF([isPartial] 
	    && CALCULATE(COUNTROWS(aShouldSkip),
			FILTER(aShouldSkip,aShouldSkip[Agent]=EARLIER(aShouldSkip[Agent]) 
				&& aShouldSkip[Account]=EARLIER(aShouldSkip[Primary]))) >= 1,
	TRUE()
	,FALSE()
)

aShouldSkip is my table name. Don't feel bad, took me a while to wrap my head around EARLIER until I finally realized it was just a way of saying "current value".

  • JoshEnglish's avatar
    JoshEnglish
    Icon for Helper I rankHelper I
    8 years ago

    Thank you. I have to admit none of it makes sense. Some functions only seem to work in certain contexts. The tool tip for Earlier makes it sound like it does something completely different than what it does.

    • Greg_Deckler's avatar
      Greg_Deckler
      Icon for Community Champion rankCommunity Champion
      8 years ago

      You are correct on EARLIER, no doubt. EARLIER really only works in a table context, which typically means "not a measure" unless you are using something tricky like one of the "X" functions. And, I agree, the description of EARLIER is horrendous. But, if you think of it as "current value" you should be fine.