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Anonymous
Not applicable

Dynamic Grouping of Category

Need help with Dynamic Grouping

Consider that there are different categories –

  • Extra Small
  • Small
  • Medium
  • Large
  • Extra Large

 

I have a checkbox where one can select the categories. –

If user selects Extra small and small, rest categories should be grouped to other.

 

weicaomis123_0-1618581588766.png

 

Can someone help me to write DAX for dynamic grouping?

Thank you in advance.

 

2 ACCEPTED SOLUTIONS
amitchandak
Super User
Super User

@Anonymous , If it based on another column, you can create a new column, using Switch 

https://www.daxpatterns.com/static-segmentation/

 

If you need on the measure you need to binning or segmentation

refer video: https://youtu.be/CuczXPj0N-k

 

https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization

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View solution in original post

Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

 

all measures are in the sample pbix file.

 

Picture1.png

 

Picture2.png

 

Qty Total by Choice =
VAR choice =
ALLSELECTED ( Categories[Category] )
VAR currentseries =
MAX ( Data[Series] )
VAR alltable =
SUMMARIZE ( ALL ( Data ), Data[Category], Data[Series] )
VAR choicetable =
FILTER ( alltable, Data[Category] IN choice )
VAR nochoicetable =
FILTER (
ADDCOLUMNS ( EXCEPT ( alltable, choicetable ), "@qty", [Qty total] ),
Data[Series] = currentseries
)
RETURN
IF (
SELECTEDVALUE ( Data[Category]) = "_Others",
SUMX ( nochoicetable, [@qty] ),
IF ( SELECTEDVALUE ( Data[Category] ) IN choice, [Qty total], BLANK () )
)
 
 
 
 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: https://www.linkedin.com/in/jihwankim1975/


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.

View solution in original post

2 REPLIES 2
Jihwan_Kim
Super User
Super User

Hi, @Anonymous 

Please check the below picture and the sample pbix file's link down below, whether it is what you are looking for.

 

all measures are in the sample pbix file.

 

Picture1.png

 

Picture2.png

 

Qty Total by Choice =
VAR choice =
ALLSELECTED ( Categories[Category] )
VAR currentseries =
MAX ( Data[Series] )
VAR alltable =
SUMMARIZE ( ALL ( Data ), Data[Category], Data[Series] )
VAR choicetable =
FILTER ( alltable, Data[Category] IN choice )
VAR nochoicetable =
FILTER (
ADDCOLUMNS ( EXCEPT ( alltable, choicetable ), "@qty", [Qty total] ),
Data[Series] = currentseries
)
RETURN
IF (
SELECTEDVALUE ( Data[Category]) = "_Others",
SUMX ( nochoicetable, [@qty] ),
IF ( SELECTEDVALUE ( Data[Category] ) IN choice, [Qty total], BLANK () )
)
 
 
 
 

Hi, My name is Jihwan Kim.

If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.

Linkedin: https://www.linkedin.com/in/jihwankim1975/


If this post helps, then please consider accepting it as the solution to help other members find it faster, and give a big thumbs up.


Click here to visit my LinkedIn page

Click here to schedule a short Teams meeting to discuss your question.
amitchandak
Super User
Super User

@Anonymous , If it based on another column, you can create a new column, using Switch 

https://www.daxpatterns.com/static-segmentation/

 

If you need on the measure you need to binning or segmentation

refer video: https://youtu.be/CuczXPj0N-k

 

https://www.daxpatterns.com/dynamic-segmentation/
https://radacad.com/grouping-and-binning-step-towards-better-data-visualization

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

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