Creating a complicated filter using DAX

[pbinewberic]

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 table card. I'll provide generic data of what I'm looking for. My thought process is I want to create a column (Column 3 below) for each data field if it meets a certain criteria with a "yes"  or "no" in the  column. This filter involves first a few columns of data. I'll try to put in words what I want the filter today.

For Column 1, Exclude  "ABC" and "123" - Main Filter

(Here's where it gets tricky)

For Column 2, There is some data in this column ("Test 2" and "Test 4")  that I need to include with Column 1, even if the corresponding value in column 1  for this is "ABC" and "123"

Also for Column 2, there are some values that meet the criteria for column 1 (aren't "ABC" or "123", but I want those filtered out such as "XYZ"  and "789"

Sample Columns Below

Column 1 (ID)	Column 2 (Name)	Column  3 (Meets Criteria  "yes" or "no")
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	789	No
ABC	Test 7	No

[pbinewberic]

That logic is correct

[lbendlin · Accepted solution]

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.

[pbinewberic]

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.

[darkniqht]

Let’s break down your filtering criteria step by step for clarity:

1. Column 1 (ID) Exclusions: Exclude entries that have "ABC" or "123".
2. Column 2 (Name) Inclusions: Include "Test 2" and "Test 4" even if they’re paired with "ABC" or "123".
3. 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!

[pbinewberic]

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.

[pbinewberic]

Yes, that is the correct logic