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Lopez0090
Helper III
Helper III

Dynamic Product Name Combinations and Display for Each Customer Using DAX in Power BI

■Goal:

Create a DAX to dynamically combine the Items for each CustomerID and display each combination of Items and its proportion (count of CustomerID).

 

 

■What has been achieved:
・Creation of a DAX that dynamically combines the Items for each CustomerID.

・The combination changes based on the slicers (YYYYMM, Country).

For example, for CustomerID "26087", when no slicer is selected, it displays "Bicycle/Car/Motorcycle". However, when the YYYYMM slicer is set to "2019", it becomes "Car/Motorcycle".

Screenshot 2023-07-29 004310.png

 

■Main Issues:

・With the DAX created, if no CustomerID is selected, it displays the combination for all CustomerIDs.

When no slicer is selected, I would like to see a list of combinations for each CustomerID, like the following example:

Screenshot 2023-07-29 004344.png

Screenshot 2023-07-29 004934.png

 

DAX being used:

Measure = 
VAR CurrentCustomerID = VALUES('Table'[CustomerID])
VAR SelectedYear = VALUES('Table'[YYYYMM]) 
VAR SelectedCountry = VALUES('Table'[Country])

VAR ProductList = 
    CALCULATETABLE(
        VALUES('Table'[Items]),
        'Table'[CustomerID] IN CurrentCustomerID,
        'Table'[YYYYMM] IN SelectedYear,
        'Table'[Country] IN SelectedCountry
    )

VAR SortedDistinctProductList = 
    CONCATENATEX(
        ProductList, 
        'Table'[Items], 
        "/", 
        'Table'[Items], 
        ASC
    )

RETURN SortedDistinctProductList

 

Data source (Please use in Power BI's Query Editor):

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("nZIxT8QwDIX/Cup8g+2mvWTlNhAswHS6IVwiqDhSVCoh/j1tiJuodykVk9/wvth+8X5fUCWw2BQERFAFMZRR3ugP7Ya6011x2KRWBBHEUMSiFdgKf1pLtpb/f/Wu7dvu+H08WU8ISYoJigQlxHUT7bUQ0rtQIgQxFK/vbf9qu5N25jNHESFnOVJ4Rs2mQ6J6G4IM/XyiXj/q5utswIQATBbyeiLybYhToJDCCmahEX9MdKMCDGJ0p+aHN93b51Z35pepgA8OJxEu78k1vTVXt417Me37PIMFcKedNvpSM5Q1/ywmP4uZS1gFzDKjSkkRrGEwz1zcKN50Hpq2mcw1yC2by2guM1skfsUHrfjAclusYfxAhx8=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [CustomerID = _t, YYYYMM = _t, Year = _t, Month = _t, Country = _t, Items = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"CustomerID", Int64.Type}, {"YYYYMM", Int64.Type}, {"Year", Int64.Type}, {"Month", Int64.Type}, {"Country", type text}, {"Items", type text}})
in
    #"Changed Type"

Screenshot 2023-07-29 004436.png

 

Would someone be able to help me think this through?

I appreciate your assistance in advance.

Best regrds,

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @Lopez0090 

 

You can try the following methods.
Column:

Item Column = CONCATENATEX (
    CALCULATETABLE ( VALUES ( 'Table'[Items] ),
        FILTER ( ALL ( 'Table' ),
            [CustomerID] = EARLIER ( 'Table'[CustomerID] ) ) ),
    [Items],
    "/"
)

Measure:

CustomerID_Count = CALCULATE(COUNT('Table'[Item Column]),ALLEXCEPT('Table','Table'[CustomerID],'Table'[Item Column],'Table'[Year]))

vzhangti_0-1690873501150.png

Your original Measure needs no change.

vzhangti_1-1690873578873.png

Please see the attached.

 

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

2 REPLIES 2
Lopez0090
Helper III
Helper III

@v-zhangti 

Thank you very much! I could solve by your ansewer.

v-zhangti
Community Support
Community Support

Hi, @Lopez0090 

 

You can try the following methods.
Column:

Item Column = CONCATENATEX (
    CALCULATETABLE ( VALUES ( 'Table'[Items] ),
        FILTER ( ALL ( 'Table' ),
            [CustomerID] = EARLIER ( 'Table'[CustomerID] ) ) ),
    [Items],
    "/"
)

Measure:

CustomerID_Count = CALCULATE(COUNT('Table'[Item Column]),ALLEXCEPT('Table','Table'[CustomerID],'Table'[Item Column],'Table'[Year]))

vzhangti_0-1690873501150.png

Your original Measure needs no change.

vzhangti_1-1690873578873.png

Please see the attached.

 

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

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