Customized column based on a certain row value

[Alesch]

Dear community,

I am looking for a solution to flag/categorize all lines in a customer table in a "NewColumn". As soon as a customerID has a specific material, all lines relate to that customer should be flagged as visualized below:

CustomerID	Material	NewColumn
1	ADV	ADV Customer
1	Viewer	ADV Customer
1	Editor	ADV Customer
1	Whatever	ADV Customer
2	ENT	ENT Customer
2	Viewer	ENT Customer
2	Editor	ENT Customer
2	Whatever	ENT Customer

Any help highly appreciated. 

[Anonymous]

HI @Alesch .

You can use 

Custom = COMBINEVALUES(" ",'Sheet1 (2)'[Material],"Customer") .

You can also use;

CUSTOM = CONCATENATE('Sheet1 (2)'[Material],"Customer")

If this post answers your question, then please mark it as 'Accept as Solution' so that others could find it easily.

[Alesch]

Hey @Anonymous ,

thanks for answering here, your proposed solution results in something like this:

CustomerID	Material	NewColumn
1	ADV	ADV 1
1	Viewer	Viewer 1
1	Editor	Editor 1
1	Whatever	Whatever 1
2	ENT	ENT 2
2	Viewer	Viewer 2
2	Editor	Editor 2
2	Whatever	Whatever 2

That is not what I am looking for. I really need all lines of a customer (with the same ID) where in one or more lines the material is ADV to be flagged as "ADV Customer".

[Anonymous]

You don't need to use Customer ID in here; 

Custom = COMBINEVALUES(" ",'Sheet1 (2)'[Material],"Customer").

It is a text and not a field.

Copy my formula as it is and see if it works.

[Alesch]

But even this would concat whatever is in [Material] with the term customer. Wouldn´t that result in 

CustomerID	Material	NewColumn
1	ADV	ADV Customer
1	Viewer	Viewer Customer
1	Editor	Editor Customer
1	Whatever	Whatever Customer
2	ENT	ENT Customer
2	Viewer	Viewer Customer
2	Editor	Editor Customer
2	Whatever	Whatever Customer

I need a solution where the term "ADV Customer" is applied to all lines for a certain customer as soon one (or more) of the materials is ADV.

[Anonymous · Accepted solution]

Hi @Alesch ,

You can create a calculated column as below:

NewColumn = 
VAR _ADVcount =
    CALCULATE (
        COUNT ( 'Customers'[CustomerID] ),
        FILTER (
            ALL ( 'Customers' ),
            'Customers'[CustomerID] = EARLIER ( 'Customers'[CustomerID] )
                && 'Customers'[Material] = "ADV"
        )
    )
VAR _ENTcount =
    CALCULATE (
        COUNT ( 'Customers'[CustomerID] ),
        FILTER (
            ALL ( 'Customers' ),
            'Customers'[CustomerID] = EARLIER ( 'Customers'[CustomerID] )
                && 'Customers'[Material] = "ENT"
        )
    )
RETURN
    IF (
        _ADVcount > 0,
        "ADV Customer",
        IF (
            _ENTcount > 0,
            "ENT Customer",
            CONCATENATE ( 'Customers'[Material], " Customer" )
        )
    )

Best Regards

[Alesch]

Thank you so much, I wasn´t able to check earlier. That did the trick!