Create groups

[Nazeem81]

Hi,

If I have an invoice status column that contains data such as invoiced, not invoiced, on hold, paused: Is it possible to create one group with invoiced and not invoiced and a second group with invoiced, on hold and paused? Possible to have invoiced in both groups?

BR

Nazeem

[v-yulgu-msft · Accepted solution]

Hi @Nazeem81,

In 'Input' table, add two calculated columns:

Group1 = IF(Input[Invoice status]="Invoiced"||Input[Invoice status]="Not invoiced","Group1")

Group2 = IF(Input[Invoice status]="Invoiced"||Input[Invoice status]="On hold"||Input[Invoice status]="Paused","Group2")

Then, new a calculated table as below:

Output_1 =
UNION (
    SELECTCOLUMNS (
        FILTER ( Input, Input[Group1] <> BLANK () ),
        "Date", Input[Date],
        "Invoice Number", Input[Invoice number],
        "Invoice Status", Input[Invoice status],
        "Group", Input[Group1]
    ),
    SELECTCOLUMNS (
        FILTER ( Input, Input[Group2] <> BLANK () ),
        "Date", Input[Date],
        "Invoice Number", Input[Invoice number],
        "Invoice Status", Input[Invoice status],
        "Group", Input[Group2]
    )
)

Use a Matrix to display data from 'Output_1'.

Best regards,

Yuliana Gu

[Greg_Deckler]

Potentially, yes. But tough to say with the information provided:

Please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

[Nazeem81]

Hi,

Thanks for the reply. What more information do you need?

BR

Ammar

[Greg_Deckler]

Sample/example input data and then example/sample of output is always helpful.

[Nazeem81]

Hi,

See link below for sample in excel, thanks.

https://ufile.io/8pd86