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Myshydde's avatar
Myshydde
Frequent Visitor
3 years ago
Solved

Help witch fetching values from another table depending on conditions

Hi

I’m new do DAX and PowerBI and trying to get the hang of it, but I’m stuck. I will try to the best of my abilities describe what I need to do. I would like to create a new column in my datatable called “Category”, in which a text is added depending on conditions in the form of a “Code”. If no condition is found in my rules table, fetch the “DefaultCategory” from my suppliers table.


I have my Datatable as example below:

SupplierID

SupplierName

Amount

Code

Category

123

Name 1

1000

55

 

123

Name 1

500

33

 

555

Name 2

750

55

 

555

Name 2

750

44

 

 

I also have a table for my suppliers:

SupplierID

SupplierName

DefaultCategory

123

Name 1

Categoryname 1

555

Name 2

Categoryname 1

 

I also have a table for rules to override the DefaultCategory:

SupplierID

Code

NewCategory

123

33

Categoryname 2

555

44

Categoryname 3

 

I would like the result to return like this:

ID

SupplierName

Amount

Code

Category

123

Name 1

1000

55

Categoryname 1

123

Name 1

500

33

Categoryname 2

555

Name 2

750

55

Categoryname 1

555

Name 2

750

44

Categoryname 3

 

If anyone could help me I would really appreciate it.

  • I add an extra search value in the LOOKUPVALE() to match the first criteria. In the first line were checking the rule code and supplier, if they match with Data[Code]. We return the NewCategory. Otherwise the DefaultCategory.

    Example:

        IF(
            LOOKUPVALUE(Rules[Code], Rules[SupplierIDCode], Data[SupplierIDCode], Rules[SupplierID], Data[SupplierID]) = Data[Code]
            ,
            LOOKUPVALUE(Rules[NewCategory],Rules[Code],Data[Code]) & "From Rules"
            ,
            LOOKUPVALUE(Suppliers[DefaultCategory],Suppliers[SupplierID],Data[SupplierID])
        )



10 Replies

  • Hi Myshydde ,

     

    If I understand you’re question. You’re looking for something like this?

     

     

    • Myshydde's avatar
      Myshydde
      Frequent Visitor

      Yes, this worked! Thank you for your swift answer!

    • Myshydde's avatar
      Myshydde
      Frequent Visitor

      I've got myself in some trouble with this solution. While it works for single rows in the "Rules table", if there are multiple rules for the same supplier (other codes) then there is an error. I suppose I need another dimension of filters in the lookup?