Need Urgent help on table visual dynamically to display the required records.

[mg00842082]

Hi All,

Data in Report:

Requirement:

1.For example customer ID: 10005001 is having 3 different policy numbers and First Name, Last Name , Gender, DOB is same. This Customer ID details are not matching with other Customer ID's In this case we do not display these records in report.

2.Coming to 10002001 and 10004001 both is having same First Name, Last Name , Gender, DOB are matching irrespective of Customer ID's this data need to display in report page 1.

(Note : I have many Customer id's in report which not required to display in report. it means  First Name, Last Name , Gender, DOB not matching with any Customer ID's )

In this case how can we remove that Un-wanted data in report page 1 and how to display these records in page 2.

This is the requirement from the customer which the required data need to display in the table visual of the report.

Expected Result:

In the above screenshot Expected result is to not display Customer ID - 10005001 and it will be displayed in another page of the report. Is this possible in power BI?

Sample Records provided below to work on to test in power BI:

Customer ID Policy Number First Name Last Name Gender    DOB
10005001       12345               Gopal Krishna            M          10/11/1994
10005001       56789                Gopal Krishna           M          10/11/1994
10005001       34567                Gopal Krishna          M            10/11/1994
10002001       11223                 Vinay       Kumar      M            10/08/1995
10002001       22334                   Vinay      Kumar    M             10/08/1995
10004001      33445                  Vinay         Kumar   M              10/08/1995
10004001      44556                  Vinay -      Kumar    M             10/08/1995
10005100      47890                    Ramesh    sai        M              06/07/1996
10005144      87903                   Ramesh     sai        M              06/07/1996
10008222     24794                    Baba         sab       M               01/01/1990
10007474      82395                   Baba         sab       M               01/01/1990

Regards,

Krishna.

[mg00842082]

This is Working Fine. I have Modified it Thanks for the response.

[Anonymous · Accepted solution]

Hi @mg00842082 ,

We can be divided into two steps to operate, the first step is to mark duplicates, we use the first variable A to determine whether there are duplicates in our data, and then the second step begins to ask for duplicates of our customer ID, set to greater than 1, so that 10005001 excluded, and then finally applied to our filters to filter out the value of 0, you can achieve your needs!

DuplicateFlag = 
VAR A =
   CALCULATE(
       COUNTROWS('customer_data'),
       ALLEXCEPT('customer_data', 'customer_data'[First Name], 'customer_data'[Last Name], 'customer_data'[Gender], 'customer_data'[DOB])
   )
VAR UniqueCustomerIDCount =
   CALCULATE(
       DISTINCTCOUNT('customer_data'[Customer ID]),
       ALLEXCEPT('customer_data', 'customer_data'[First Name], 'customer_data'[Last Name], 'customer_data'[Gender], 'customer_data'[DOB])
   )
RETURN
IF(A >=2 && UniqueCustomerIDCount > 1,
 1, 
 0)

If you need to show the data of 10005001 on another page, we can try to add a buttons to realize a jump to our other interface.

I hope my answer is helpful, you can check the pbix file I uploaded if you still have questions, if you have further questions you can always contact me and I will reply the first time I see a message!

Hope it helps!

Best regards,
Community Support Team_ Tom Shen

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.