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Anonymous
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8 years ago
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How to do a sequential numbering by customer

How can I get the Numbering column based on the Customer column, renumber when Customer has changed?   Customer    Date              Amount     Numbering John            1Jan2017       500        ...
  • OwenAuger's avatar
    OwenAuger
    8 years ago

    Hi danextian

     

    Good question. Here is a pbix file demonstrating that it works.

     

    From Microsoft's documentation, the rules for Boolean filter expressions are:

     

    • The expression cannot reference a measure.

    • The expression cannot use a nested CALCULATE function.

    • The expression cannot use any function that scans a table or returns a table, including aggregation functions.

    So basically you can create any boolean expression involving a single column as long as you don't use a measure/CALCULATE/table-scanning function.

     

    In my case, YourTable[Date] <= CurrentRowDate is a Boolean expression comparing YourTable[Date] to a variable CurrentRowDate (effectively a constant at this point in the code), but CALCULATE isn't involved in this expression. The definition of CurrentRowDate didn't use CALCULATE either.

     

    With the advent of variables, you can use a variable anywhere in a CALCULATE filter argument where a constant would have been allowed. This is one way of getting around the restrictions on Boolean filter arguments listed above. So if my definition for CurrentRowDate had involved CALCULATE, I could have still used CurrentRowDate the same way I did within CALCULATE.

     

    Incidentally, I could have written this calculated column as:

    Numbering = 
    CALCULATE (
        COUNTROWS ( YourTable ),
        ALLEXCEPT ( YourTable, YourTable[Customer] ),
        YourTable[Date] <= EARLIER ( YourTable[Date] )
    )

    Regards,

    Owen