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Anonymous's avatar
Anonymous
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9 years ago
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Sales Territory as a Dimension - DAX Help! (Nested IF statement?)

My company operates across the U.S.  I would like to align cities with a sales territory so that I can see performance dimensiolanized a different way.

 

In my dataset I have the cities listed, but am looking for instruction how I can create a dimesion such as Northeast, Southeast, Midwest, etc.

 

I am looking for some instructions for a DAX statement (If statement?) that will allow me to assign all of my Northeast cities to a Northeast classification, and so on.  

 

i.e. New York, Philadelphia, Baltimore, Pittsburgh = Northeast

i.e. Raleigh, Charlotte, Atlanta, Orlando = Southeast

  • Hi Anonymous

    Why don't you just ...

    1.- Create a table in Excel with the list if cities and their classification.

    2.- Import through the Query Editor that table to Power BI.

    3.- Create a relationship between the cities table you just created and the one you have the data in.
    4.- Apply the visual you need.

    Hope That Helps

    Vicente

4 Replies

  • Hi Anonymous

    Why don't you just ...

    1.- Create a table in Excel with the list if cities and their classification.

    2.- Import through the Query Editor that table to Power BI.

    3.- Create a relationship between the cities table you just created and the one you have the data in.
    4.- Apply the visual you need.

    Hope That Helps

    Vicente

  • Hi Anonymous,

     

    You can enter mapping table for cities to territory and then use lookupvalue function in your existing dataset to get territory as a custom column.

     

    Hope this helps.

    Let me know if you have any questions on this.

     

    -Sumit

    • Anonymous's avatar
      Anonymous
      Not applicable

      sumit4732

       

      Sumit, thanks for the speedy advice.

       

      I am afraid I would need a little more detail, because I am very much a newbie.

       

      My preference would be to use a statement in a column if that was possible?  The only If statements I have used in Power BI, have been binary and have not included this many values.

       

      Please let me know your thoughts.  Thanks!

      • sumit4732's avatar
        sumit4732
        Icon for Advocate II rankAdvocate II

        Hi Anonymous,

         

        Firstly, I don't think IF will be efficient here as it only checks one condition, you might have to use SWITCH here.
        Secondly, if you have few cities using a switch is fine but when you have a lot of cities I will suggest using a table in place of that and use LOOKUPVALUE function.

         

        Hope this helps.

        -Sumit