Grouping / summary feature?

[Anonymous]

Hi All, 

I am trying to replicate a feature from Tableau where I can group things together and give them a summary.

My data looks like this and for the different types of tasks I am looking to create a summary level "Service Delivery" & Back Office Admin

I.e CRM is admin, Board Minutes are Service Delivery etc.. 

The only way I can thing I can think of is to:

1. create a new column

2. Use if statements to categorise it

This seems fairly clunky, just wondering if there is an elegant way of achieving this?

[harshnathani · Accepted solution]

Hello @BarryRadio ,

You'll need to create a calculated column

You can use the SWITCH function.

Calculated column ??

SWITCH(

true(),

Table[Task] - "admin" Table[Task] - "Board Meeting", "CRM",

Table[Task] to "XXXX" , "Board"

)

Best regards
Harsh Nathani
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[amitchandak]

@Anonymous , Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

You can use an simply put any column in table visual you will get distinct value.

You can put a text column and value column with aggregation, you will get aggregated data