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t_guet01's avatar
t_guet01
Icon for Helper I rankHelper I
5 years ago
Solved

How do I calculate a custom column based on filtered rows?

Hey guys,

 

I am currently trying to calculate the revenue per country based on some kind of universal list price for the sake of comparability. I am facing transaction data per continent ("North America", "Rest"), per country, and per productID.

 

I want to add a custom column ideally in Power Query (but DAX is also possible), which states the average list price for the productID but only takes list prices of the continent "Rest" into account.

 

Some examples:

  • ProductID 123: Is sold in 3 transaction lines. 2 transaction lines are sold from continent "Rest" and are taken into account for the calculation. The average price is 12,50 € (13 € to Germany and 12 € to USA) --> all 3 transaction lines receive the average list price of 12,5 € (see column "SolutionPrice")
  • Product 456: sold in 2 transcation lines solely from continent "Rest". Average is 80 €. 
  • exception: Product 980: only sold from continent "North America" --> in this case the list price should be calculated based on the values from North America, so 54 € on average (55 € and 53 €).


I added a column "SolutionPrice" to the data model to give you an idea of the desired values. I calculated this column in Excel. My original data model is massive and I would like to do the calculation in Power BI, not Excel.
A sample data set can be found here: https://www.dropbox.com/sh/xfprg05oks3g3zy/AACRd4NsuoW1Exh0uz2xNOnGa?dl=0

 

Thank you in advance.


Best

Tom

  • Hi, t_guet01 

    Please check the below picture and the sample pbix file's link down below.

    It is for creating a new column.

     

     

    Solution Price CC =
    VAR currentproductid = Transactions[ProductID]
    VAR newtableorigin =
    SUMMARIZE (
    FILTER ( Transactions, Transactions[ProductID] = currentproductid ),
    Transactions[ContinentOfOrigin]
    )
    VAR newtable =
    SUMMARIZE (
    FILTER ( Transactions, Transactions[ProductID] = currentproductid ),
    Transactions[ContinentOfOrigin],
    Transactions[Price]
    )
    VAR tablerest =
    SUMMARIZE (
    FILTER (
    Transactions,
    Transactions[ProductID] = currentproductid
    && Transactions[ContinentOfOrigin] = "Rest"
    ),
    Transactions[ContinentOfOrigin],
    Transactions[Price]
    )
    RETURN
    SWITCH (
    TRUE (),
    "Rest" IN newtableorigin, AVERAGEX ( tablerest, Transactions[Price] ),
    AVERAGEX ( newtable, Transactions[Price] )
    )
     
     
     

    Hi, My name is Jihwan Kim.


    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.


    Linkedin: linkedin.com/in/jihwankim1975/

    Twitter: twitter.com/Jihwan_JHKIM

3 Replies

  • Hi, t_guet01 

    Please check the below picture and the sample pbix file's link down below.

    It is for creating a new column.

     

     

    Solution Price CC =
    VAR currentproductid = Transactions[ProductID]
    VAR newtableorigin =
    SUMMARIZE (
    FILTER ( Transactions, Transactions[ProductID] = currentproductid ),
    Transactions[ContinentOfOrigin]
    )
    VAR newtable =
    SUMMARIZE (
    FILTER ( Transactions, Transactions[ProductID] = currentproductid ),
    Transactions[ContinentOfOrigin],
    Transactions[Price]
    )
    VAR tablerest =
    SUMMARIZE (
    FILTER (
    Transactions,
    Transactions[ProductID] = currentproductid
    && Transactions[ContinentOfOrigin] = "Rest"
    ),
    Transactions[ContinentOfOrigin],
    Transactions[Price]
    )
    RETURN
    SWITCH (
    TRUE (),
    "Rest" IN newtableorigin, AVERAGEX ( tablerest, Transactions[Price] ),
    AVERAGEX ( newtable, Transactions[Price] )
    )
     
     
     

    Hi, My name is Jihwan Kim.


    If this post helps, then please consider accept it as the solution to help other members find it faster, and give a big thumbs up.


    Linkedin: linkedin.com/in/jihwankim1975/

    Twitter: twitter.com/Jihwan_JHKIM

    • t_guet01's avatar
      t_guet01
      Icon for Helper I rankHelper I

      Hi Jihwan Kim,

      perfect, thanks a lot!

      just out of interest: do you know the respective functions in Power Query? So the equivalents for "summarize" etc.?

      • Jihwan_Kim's avatar
        Jihwan_Kim
        Icon for Super User rankSuper User

        Hi, t_guet01 

        Thank you for your feedback.

        I think the function Groupby function in Power Query Editor is similar to the Summarize function in DAX.