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emma313823
Helper V
Helper V

Grouping

All

 

I need some help in how to do this. I have five territories in my company and they show up as Territory in my model. Each account is assigned to a territory, so in my model under data, this is under Accounts.

 

The territories are Metro, Mid, NE, PA, and UNY.

 

emma313823_0-1721823626227.png

 

What I want to accomplish is to still show each territory indiviudally, but I also need to report the data additionally as Data South and Data North

 

Data South would be Metro, UNY, PA and Mid

Data North would be just NE

 

If I drag Territory to a table...I can select each territory individually. Is there a way to do accomplish the creation of this so that  if I drag it to a table for example I would show Data North and Data South and could select one, the other or both?

 

Emma

 

Emma
1 ACCEPTED SOLUTION
Sergii24
Super User
Super User

Hi @emma313823, you can use Grouping feature.

Select the column items of which you want to group, click "New group" feature:

Sergii24_2-1721825216237.png


Now gorup items as you need:

Sergii24_4-1721825326675.png

 

Here is the final result:

Sergii24_3-1721825290776.png


You can learn more about this feature here - Use grouping and binning in Power BI Desktop - Power BI | Microsoft Learn


Good luck 🙂

View solution in original post

2 REPLIES 2
Sergii24
Super User
Super User

Hi @emma313823, you can use Grouping feature.

Select the column items of which you want to group, click "New group" feature:

Sergii24_2-1721825216237.png


Now gorup items as you need:

Sergii24_4-1721825326675.png

 

Here is the final result:

Sergii24_3-1721825290776.png


You can learn more about this feature here - Use grouping and binning in Power BI Desktop - Power BI | Microsoft Learn


Good luck 🙂

dk_dk
Super User
Super User

Hi @emma313823 

You can right click on the Territory and select New group.

dk_dk_0-1721824792670.png


Then do a grouping like this:

dk_dk_2-1721824861570.png



Then you can use your created group in any visual, or as a filter:

dk_dk_3-1721824926255.png



Hope this helps! Let me know if you have any questions.






Did I answer your question? Mark my post as a solution!

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