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Helper II

## Search within specific month

Hi,

I have a table with 4 columns, 'kpi', 'month', 'status' and 'value'. Status is either 'final' or 'preliminary'. I'd like to create a month_status column that returns 'final' if all the rows for the specific month are 'final', or 'prelim', if there is at least 1 row that has 'prelim' in column 'status'.

I tried modifying somehow below formula, but I could not make it do the search within a specific month only.

month_status =
if(
iserror(
search("prelim",
Table[status])
)
),
"final",
"prelim"
)
1 ACCEPTED SOLUTION
Microsoft Employee

This could/should be done as a measure probably, but here is a column expression that should work.  Not sure if you are checking all KPIs within the month or within a given KPI for that month, but both variations shown.

month_status =
VAR vPrelimRows =
CALCULATE (
COUNTROWS ( table ),
ALLEXCEPT (
table,
table[Month]
),
table[Status] = "Preliminary"
)
RETURN
IF (
ISBLANK ( vPrelimRows ),
"Final",
"Preliminary"
)

replace Table with your actual table name.  If you are looking within a KPI and month use

ALLEXCEPT(Table, Table[Month], Table[KPI])

Pat

Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

2 REPLIES 2
Microsoft Employee

This could/should be done as a measure probably, but here is a column expression that should work.  Not sure if you are checking all KPIs within the month or within a given KPI for that month, but both variations shown.

month_status =
VAR vPrelimRows =
CALCULATE (
COUNTROWS ( table ),
ALLEXCEPT (
table,
table[Month]
),
table[Status] = "Preliminary"
)
RETURN
IF (
ISBLANK ( vPrelimRows ),
"Final",
"Preliminary"
)

replace Table with your actual table name.  If you are looking within a KPI and month use

ALLEXCEPT(Table, Table[Month], Table[KPI])

Pat

Did I answer your question? Mark my post as a solution! Kudos are also appreciated!

Helper II

It works, thank you!