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I am trying to write a measure that will give me a list of Accounts based on three individual filters. Using the below table (Called "Account Data") as a reference, I would like to write a measure that generates a list of accounts that shows "Active Accounts" where an active account meets any of the following Criteria:
Greater than $0 YTD Revenue
and/or
Greater than $0 YTD Sales
and/or
Greater than 0 YTD Oppoertunities
The final list would be the following accounts:
Alpha
Bravo
Charlie
Delta
Echo
Foxtrot
Gamma
Juliet
Kilo
Lima
Hotel and Indigo are excluded because they meet none of the criteria, whereas the others all meet at least one
Account | YTD Revenue | YTD Sales | YTD Opportunities |
Alpha | $ 100.00 | $ 200.00 | 0 |
Bravo | $ 200.00 | $ 300.00 | 0 |
Charlie | $ 300.00 | $ 400.00 | 0 |
Delta | $ - | $ 100.00 | 2 |
Echo | $ - | $ 200.00 | 3 |
Foxtrot | $ - | $ - | 5 |
Gamma | $ - | $ - | 4 |
Hotel | $ - | $ - | 0 |
Indigo | $ - | $ - | 0 |
Juliet | $ 100.00 | $ - | 0 |
Kilo | $ 200.00 | $ 300.00 | 0 |
Lima | $ 300.00 | $ 500.00 | 0 |
Solved! Go to Solution.
Hi @MattConner ,
Looking at you data assuming that the 3 columns you present are columns and not measures you should create the following code:
Account List = IF(SUM('Table'[ YTD Revenue ]) +SUM('Table'[YTD Opportunities]) + SUM('Table'[ YTD Sales ]) > 0 ; 1 ; 0)
Then use it as a filter on a table visual.
Regards,
MFelix
Regards
Miguel Félix
Proud to be a Super User!
Check out my blog: Power BI em PortuguêsHi @MattConner ,
Looking at you data assuming that the 3 columns you present are columns and not measures you should create the following code:
Account List = IF(SUM('Table'[ YTD Revenue ]) +SUM('Table'[YTD Opportunities]) + SUM('Table'[ YTD Sales ]) > 0 ; 1 ; 0)
Then use it as a filter on a table visual.
Regards,
MFelix
Regards
Miguel Félix
Proud to be a Super User!
Check out my blog: Power BI em PortuguêsJoin the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.
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