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misul's avatar
misul
Helper I
8 years ago
Solved

Equivalent function of Tableau : group and replace

Hello PBI Community!   Is there a function in Power BI / Power Query to perform a similar function as below?    There is a column with multiple versions of the same entry. And the aim is to categ...
Need Help
  • v-juanli-msft's avatar
    v-juanli-msft
    8 years ago

    Hi misul

    function of Tableau : group and replace is similar to function of Power BI : Binning and Grouping.

    Refer to this article, you could use "group" to categorise multiple items into one category.

    Or if you want to do some data transformations, like grouping rows by number of fields, you could consider 

    Grouping in Power Query

     

    Best Regards

    Maggie

     

     

Greg_Deckler's avatar
Greg_Deckler
Community Champion
8 years ago

You can do this via grouping in Power BI. You could semi-automate this by creating a calculated column that uses FIND or SEARCH to categorize rows.

  • d_sandip59's avatar
    d_sandip59
    Helper I
    8 years ago

    Hi,

    Can you briefely describe what do you mean by that? it is good to have screen shot for better understanding.

     

    Thanks,

    Sandip Ghosh

    • Greg_Deckler's avatar
      Greg_Deckler
      Community Champion
      8 years ago

      So, if you have a column that you want to do grouping on, in the Fields area, click the ellipses next to the column name and choose "New Group". You will get a dialog like this:

       

       

      You can use this dialog to manually group values within the column so that all of those different columns appear in your groups when you use the group that is created instead of the column in your visuals.

       

      Now, another way of doing this is to create a new column in your model that essentially does the grouping. This may work better for your scenario. You can write a DAX function to do this, perhaps something like the following:

       

      Column = 
SWITCH(
    TRUE(),
    IF(SEARCH("P",[Category],,FALSE),TRUE,FALSE),"Group1",
    IF(SEARCH("D",[Category],,FALSE),TRUE,FALSE),"Group2",
    "Group3"
)

      Then you can use this calculated column in your visual and your information will be grouped as you define it in the formula.