- Subscribe to RSS Feed
- Mark Topic as New
- Mark Topic as Read
- Float this Topic for Current User
- Bookmark
- Subscribe
- Printer Friendly Page
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

Count the relationships
I need to figure out the number of patients I have with different benefit plans and which or primary, secondary or tertiary. I have the following columns
Benefit Plan Name, Patient and Benefit Plan Priority.
I am new to Power BI so this might be simple but I appreciate your help.
Solved! Go to Solution.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

maybe you can try this in PQ.
1. sort the benefit plan name column
2. create a new column to combine benefit name and priority column
=[Benefit Name] & " "&[Benefit Plan Priority]
3. group by
= Table.Group(#"Added Custom", {"patient name"}, {{"Benefit", each Text.Combine([Custom],","), type text}})
at last, you can use distinctcount or remove duplicates to get the benefit combination amount.
pls see the attachment below
Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

We have about 250 different benefit plans. Some patients have multiple plans, some being primary and others being secondary.
What I need to know is what combonations we have and how many there are.
Example - Joe S. has United Healthcare primary and Medicaid secondary.
Thanks
Thank you.
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

maybe you can try this in PQ.
1. sort the benefit plan name column
2. create a new column to combine benefit name and priority column
=[Benefit Name] & " "&[Benefit Plan Priority]
3. group by
= Table.Group(#"Added Custom", {"patient name"}, {{"Benefit", each Text.Combine([Custom],","), type text}})
at last, you can use distinctcount or remove duplicates to get the benefit combination amount.
pls see the attachment below
Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content

Hello @bwhiteaccess , and thank you for sharing a question with the Community. This reply is informational. Please follow the decorum of the Community Forum when asking a question.
Please share your work-in-progress Power BI Desktop file (with sensitive information removed) and any source files in Excel format that fully address your issue or question in a usable format (not as a screenshot). You can upload these files to a cloud storage service such as OneDrive, Google Drive, Dropbox, or to a Github repository, and then provide the file's URL.
https://community.fabric.microsoft.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-...
Please show the expected outcome based on the sample data you provided.
https://community.fabric.microsoft.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447...
This allows members of the Forum to assess the state of the model, report layer, relationships, and any DAX applied.
If your requirement is solved, please make THIS ANSWER a SOLUTION ✔️ and help other users find the solution quickly. Please hit the LIKE 👍 button if this comment helps you. Proud to be a Super User!

Helpful resources
Subject | Author | Posted | |
---|---|---|---|
02-12-2025 10:51 AM | |||
09-17-2024 08:54 AM | |||
09-09-2024 09:42 PM | |||
12-30-2024 11:47 AM | |||
02-26-2025 08:59 AM |
User | Count |
---|---|
96 | |
87 | |
83 | |
52 | |
51 |