Create a new column/measure based on filter conditions

[Anonymous]

Hi, 

As seen from the below table, I need to create a new column with name of the bank which is lead bank.

As in the example, Client Tata has multiple ID's and for each ID there are multiple Banks. Need to create a new column where bank name is only where is_lead = Yes.

I tried using ALL, ALLSELECTED and Filter condition, but unable to get the desired reult.

Regards,

Amit Darak

[amitchandak · Accepted solution]

@Anonymous , Try a new column like

lead bank = maxx(filter(Table, [Client] = earlier([Client]) && [Is Lead] = "Yes"),[Bank])

[sevenhills]

It seems to be a new problem and frankly speaking you should open new thread. 

Below syntax is for new calculated column "Value"

Value = IF( MAXX(FILTER(LeadBank, LeadBank[ID] = EARLIER(LeadBank[ID])), LeadBank[Amt]) = "0","Match", "No Match") 

Other ways do exists like summarize, group by ... 

Bettery way is to have a sum column and then it helps rendering other visualizations

Sum Value = CALCULATE( Sum ( LeadBank[Amount]), FILTER(LeadBank, LeadBank[ID] = EARLIER(LeadBank[ID]) && LeadBank[Client Name] = EARLIER(LeadBank[Client Name])))

[Anonymous]

I tried above logic for another case but it does not give the appropriate result.

As seen in the image below, for 1 single ID if all values are 0, then value should be "Match" and if there is any non zero amt for ID then value should be Unmatch.

value = MAXX(FILTER('data',

'data'[ID] = EARLIER(data'[ID]) &&

'data'[Amt] = 0),"Match")

How do I modify my DAX for the above part?

[sevenhills · Accepted solution]

@amitchandak provided you the skeleton of the syntax.

Full column DAX is

Lead Bank Column = MAXX( FILTER(Table1, Table1[Client Name] = EARLIER(Table1[Client Name]) &&  Table1[ID] = EARLIER(Table1[ID]) && Table1[Is Lead] = "Yes"), Table1[Bank Name])

[amitchandak · Accepted solution]

@Anonymous , Try a new column like

lead bank = maxx(filter(Table, [Client] = earlier([Client]) && [Is Lead] = "Yes"),[Bank])

[Anonymous]

Hi,

This one worked. Thank you.