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Creating a complicated filter using DAX
Good afternoon I have a bit of a complicated filter I'm hoping someone could help me with I have a data set that I'm trying to filter data down to that could be a bit complex, but want to show in a t...
- Meets Criteria = if((not [ID] in {"ABC","123"} || [Name] in {"Test 2","Test 4"}) && not [Name] in {"XYZ","789"},"Yes","No")Note: Your "Test 2" string has an extra space.
Let’s break down your filtering criteria step by step for clarity:
- Column 1 (ID) Exclusions: Exclude entries that have "ABC" or "123".
- Column 2 (Name) Inclusions: Include "Test 2" and "Test 4" even if they’re paired with "ABC" or "123".
- Column 2 (Name) Exclusions: Exclude "XYZ" and "789" even if their corresponding ID in Column 1 meets the criteria.
Based on your sample, here's how Column 3 would look:
| Column 1 (ID) | Column 2 (Name) | Column 3 (Meets Criteria) |
| 111 | Test 1 | Yes |
| ABC | Test 2 | Yes |
| AAA | Test 3 | Yes |
| ABC | Test 6 | No |
| BBB | XYZ | No |
| 123 | Test 4 | Yes |
| 123 | Test 5 | No |
| BBB | No | |
| 789 | No | |
| ABC | Test 7 | No |
Summary for Column 3:
- "Yes" if:
- ID is not "ABC" or "123", or
- Name is "Test 2" or "Test 4".
- "No" if:
- ID is "ABC" or "123" without the specific Names.
Let me know if you need further adjustments or clarifications!
Yes, that is the correct logic
I realized I left a small piece out. The data for "ID" is coming from one table of data while "Name" is coming from another table.
