How to dynamically group values

[tracyhopaulson]

I've grouped a list below but each time the report is refreshed, the new data get thrown into the "other" bucket and I have to manually group them.  Is there another option to setup dynamic grouping in PowerBI?  Thanks in advance for your help!

[negi007 · Accepted solution]

@tracyhopaulson You can do one thing, replace blank values in your data with a -1. You can make changes in the powerquery window like below and then change your dax as well. Performing calculation with blank values will not be possible, it is advisible to have numeric values in the data

Grouping =

Var day_chg = IF(ISBLANK('Order'[#daysChange]),-1,'Order'[#daysChange])

return

if(day_chg = -1,"Forecast",

if(day_chg=0,"On time",

if(AND(day_chg>20,day_chg<40), "Late",

if(AND(day_chg>40, day_chg<100), "Very Late","Others"

))))

[negi007]

@tracyhopaulson you can create a custom column like below. You can add more if conditions as per your requirements.

Grouping =

Var day_chg = 'Order'[#daysChange]

return

if(day_chg=0,"On time",

if(AND(day_chg>20,day_chg<40), "Late",

if(AND(day_chg>40, day_chg<100), "Very Late","Others"

)))

[tracyhopaulson]

@negi007  creating custom column with the formula you provided works.  Thanks so much!  However, I now noticed there are some orders with missing Promised Date and Scheduled Date so the #ofDaysChg is blank.  Somehow it groups these into the On Time bucket.  I would like to group them into different so I added condition if(day_chg=blank(),"Forecast", but it doesn't work.  What am I missing?

[negi007 · Accepted solution]

@tracyhopaulson You can do one thing, replace blank values in your data with a -1. You can make changes in the powerquery window like below and then change your dax as well. Performing calculation with blank values will not be possible, it is advisible to have numeric values in the data

Grouping =

Var day_chg = IF(ISBLANK('Order'[#daysChange]),-1,'Order'[#daysChange])

return

if(day_chg = -1,"Forecast",

if(day_chg=0,"On time",

if(AND(day_chg>20,day_chg<40), "Late",

if(AND(day_chg>40, day_chg<100), "Very Late","Others"

))))

[tracyhopaulson · Accepted solution]

@negi007  thanks again for your help! Yes this is exactly what I need. 

[Greg_Deckler]

@tracyhopaulson Not sure about the issue you are having with the grouping/binning, but you could always just create a measure, like:

Measure = 
  VAR __DateGrouping = MAX([DateGrouping])
RETURN
  SWITCH(TRUE(),
    __DateGrouping = "Late","1-99 days",
    __DateGrouping = "On Time","0 days",
    __DateGrouping = "Very Late","100+ days",
    __DateGrouping = "Very Early","Future",
    "Other"
  )