Requesting help for customer requirement

[DeBIe]

Hello everybody,

I've been spending a while thinking on how to solve a customer question. Can't get it to work like the way the customer wants to see it (check the desired result at the bottom). I have provided example data. Hopefully someone can help me.

I have a list of available codes per sector (template). I also have a list of companies with a sector and a code (fact table). A code can occur multiple times for a company. The customer wants to see an overview of all companies and which codes from the template have been used (including those who have not been used). There is an example below. Let me know if there further explanation needed. Thank you very much!

Example data

Template Codes (dimension)

Sector	Code
1	1000
1	2000
1	3000
1	4000
1.1	11
1.1	12
2	250
2	275

Company Codes (fact)

Company	Sector	Code
Microsoft	1	2000
Microsoft	1	3000
Microsoft	1	3000
Microsoft	1	3000
Microsoft	1	4000
Microsoft	1	4000
Microsoft	1	4000
Apple	1.1	11
Apple	1.1	11
Google	2	9999

Desired result:

Company	Sector	Template codes	TemplateCode_IsNotInCompanyCodes(0), TemplateCode_IsInCompanyCodes (1), TemplateCode_IsDoubleOrMoreInCompanyCodes (2 or more)
Microsoft	1	1000	0
Microsoft	1	2000	1
Microsoft	1	3000	3
Microsoft	1	4000	3
Apple	1.1	11	2
Apple	1.1	12	0
Google	2	250	0
Google	2	275	0

[v-shex-msft · Accepted solution]

HI @DeBIe,

You can create a calculated column on the template table to lookup values from the company table, then you can write a measure to calculate the count.

Calculate column:

Company = LOOKUPVALUE('Company Code'[Company],'Company Code'[Sector],'Template Codes'[Sector])

Measure formula:

formula =
CALCULATE (
    COUNTA ( 'Company Code'[Code] ) + 0,
    FILTER (
        ALLSELECTED ( 'Company Code' ),
        'Company Code'[Code]
            IN VALUES ( 'Template Codes'[Code] )
                && 'Company Code'[Sector] IN VALUES ( 'Template Codes'[Sector] )
    )
)

Regards,

Xiaoxin Sheng

[DeBIe]

Hey @v-shex-msft ,

Thank you very much for helping me. 

I provided sample data in my post and I tested your logic with that sample data and it works. But for my real dataset, I am getting this error when creating the lookup column. I don't understand why it works for sample data and not for my real dataset.

[DeBIe]

@v-shex-msft 

For some reason I had to use this alternative for the lookup to get it working: 
Solved: LOOKUPVALUE - "A table of multiple values was supp... - Microsoft Power BI Community 

Thanks for your help!

[DeBIe]

@v-shex-msft 

At first sight I thought it was working, but using the alternative for lookup gives me invalid results. Any ideas why the normal Lookup is not working? I made sure I got no blanks in the query editor. In the report view I am also not seeing any duplicates.