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Anonymous's avatar
Anonymous
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1 year ago
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Group values on some similarity

Hello!  I was wondering if Power BI holds the function/logica to class/group values based on some similarity.  For instance, when working with products and its Group names, anl logic to group 'Mo...
  • burakkaragoz's avatar
    1 year ago

    Hi Anonymous ,

     

    Power BI doesn’t have a built-in function for automatically grouping text values based on similarity in visuals, but there are a few effective approaches:

    1. Fuzzy Matching in Power Query:
    When loading your data in Power Query, you can use the “Merge Queries” feature with “Fuzzy Matching” enabled. This can group together similar values (like 'Motor oil', 'Motoroil', 'Turbine oil') under a common name by merging with a mapping/reference table.

    2. Custom Mapping Table:
    Create a mapping table listing all possible variations and their intended group. Merge this table with your main data to standardize groupings.

    3. Manual Grouping in Power BI Desktop:
    For short lists, you can right-click a column in Data view and use “Group By” to manually assign similar items to the same group.

    4. DAX Logic (for simple cases):
    You can use a calculated column with SWITCH or IF statements to group known variations programmatically.

    If you’d like a step-by-step for any method, just let me know!
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