Forum Discussion

Coryanthony's avatar
Coryanthony
Helper III
2 years ago

Help with Calculated Column, Switch TRUE. PLEASE

Hello, I have what i thought was a basic calculated column, but having issues that i can't explain or figure out. Please please help.   Threshold = SWITCH(TRUE(), [Total Cash Claim] > 3000 && 'C...
Need Help
amitchandak's avatar
amitchandak
Super User
2 years ago

Coryanthony , The below will work only with [Total Cash Claim] is not a measure.

 

Threshold = SWITCH(TRUE(),
[Total Cash Claim] > 3000 && 'Cash Claims'[Employee Custom 11 - Name] = "Partner", "Partner",
[Total Cash Claim] > 1000 && 'Cash Claims'[Employee Custom 11 - Name] <> "Partner", "Employee", "NO")

 

If [Total Cash Claim] is measured then you need a measure and dynamic Segmentation

 measure

 

Threshold = SWITCH(TRUE(),
[Total Cash Claim] > 3000 && max('Cash Claims'[Employee Custom 11 - Name]) = "Partner", "Partner",
[Total Cash Claim] > 1000 &&max('Cash Claims'[Employee Custom 11 - Name])  <> "Partner", "Employee", "NO")

 

 

 

example

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q

Coryanthony's avatar
Coryanthony
Helper III
2 years ago

Hi amitchandak 

I did try eliminating the measure and while that did not change the amount, the logic was not accurate. I was not getting any "NO". If under the amounts i was still getting TRUE. Please see example below. 

I also want to count the amount of "Partner" and "Employee"; therefore, i was hoping to get this in a column.

 

Threshold = SWITCH(TRUE(),
SUM('Cash Claims'[Claimed Amount (rpt)]) > 3000 && 'Cash Claims'[Employee Custom 11 - Name] = "Partner", "Partner",
SUM('Cash Claims'[Claimed Amount (rpt)]) > 1000 && 'Cash Claims'[Employee Custom 11 - Name] <> "Partner", "Employee", "NO")
 
based on logic, highlighted should be "NO"
 

 

 

I appreciate you so much. Thank you.