Search within specific month

[mafaber]

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"

)

[mahoneypat · Accepted solution]

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

[mafaber]

It works, thank you!