Group a column status with text by Month (group a conditional column)

[Cristina893]

Hi,

I have a table with invoice status by week, I want to get the Invoice status by month.

If any week within a month have the "Invoice Week Status" Not Approved than all the rows in the column "Invoice Status by Month" shoud be Not Approved.

Thanks a mil!

[amitchandak · Accepted solution]

@Cristina893 , Try a new column like

if(isblank(countx(filter(table, [month] =earlier([Month]) && [Invoice Status by week] = "Not Approved"),[Invoice Status by week])),"Approved", "Not Approved")

if needed add

&& [Invoice_no] =earlier([Invoice_no])

[Anonymous · Accepted solution]

Hi  @Cristina893  ,

I created some data:

Here are the steps you can follow：

1. Create calculated column.

Invoice Status by Month = IF(
 "Not Approved" in SELECTCOLUMNS(FILTER('Table',[Year+Month]=EARLIER('Table'[Year+Month])),"1",[invoice Status by week]),
    "Not Approved","Invoice Approved")

2. Result.

You can downloaded PBIX file from here.

Best Regards,

Liu Yang

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

[amitchandak · Accepted solution]

@Cristina893 , Try a new column like

if(isblank(countx(filter(table, [month] =earlier([Month]) && [Invoice Status by week] = "Not Approved"),[Invoice Status by week])),"Approved", "Not Approved")

if needed add

&& [Invoice_no] =earlier([Invoice_no])