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fernandoC
Helper V
Helper V

Help with Calculated Column

Hi!

 

I have a column with all the statuses of a process, the main goal is to use that information to create the stages of a funnel, however, there's too many statuses which would lead to confusion. I would like to create a calculated column which takes 2-3 statuses and merge them into one. I've been using Switch or IF functions but I can't seem to find the right formula for this. 

 

Example: 

 

Status NameStatus Name Goal
Contact CandidateContacted 

Screening 

Contacted
HR InterviewHR 
Schedule HR InterviewHR

 

Thanks!!

1 ACCEPTED SOLUTION
Greg_Deckler
Super User
Super User

@fernandoC Should be something like:

Status Name Goal =
  SWITCH([Status Name],
    "Contact Candidate","Contacted",
    "Screening","Contacted",
    "HR Interview","HR",
    "Schedule HR Interview","HR"
  )

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DAX is easy, CALCULATE makes DAX hard...

View solution in original post

3 REPLIES 3
Greg_Deckler
Super User
Super User

@fernandoC Should be something like:

Status Name Goal =
  SWITCH([Status Name],
    "Contact Candidate","Contacted",
    "Screening","Contacted",
    "HR Interview","HR",
    "Schedule HR Interview","HR"
  )

Follow on LinkedIn
@ me in replies or I'll lose your thread!!!
Instead of a Kudo, please vote for this idea
Become an expert!: Enterprise DNA
External Tools: MSHGQM
YouTube Channel!: Microsoft Hates Greg
Latest book!:
The Definitive Guide to Power Query (M)

DAX is easy, CALCULATE makes DAX hard...

Hi @Greg_Deckler ,

I've used your example and DAX doesn't show any errors but the column is empty for some reason:

 

Status Name Complete =
SWITCH('Main Jira Info'[Status Name], "New Candidate","Contacted",
"CV Review","Contacted",
"Pre-screen Decision","Screening",
"New Interview","HR Interview",
"HR Interview","HR Interview",
"Requested for Technical Interview","Technical Interview",
"Technical Interview","Technical Interview",
"Technical Interview Finished","Technical Inteview",
"Requested for Final Interview","Final Interview",
"Final Interview","Final Interview",
"Interview Decision","Final Interview",
"New Offer","Offer",
"Approved Offer","Offer",
"Offer in Progress","Offer",
"Offer done", "Hired",
BLANK()
)
Any idea why??
Thanks for your help. 
 
Best, 

Hi @Greg_Deckler ,

 

Nevermind! as I previously splitted that column there was a space at the beginning of the status name which cause the issue. 

 

Thanks again your formula worked like a charm.

 

Best, 

 

Fc. 

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