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reyesdjr
Frequent Visitor

Switch and True

Hello, 

 

I am using this: 

 

Category =
SWITCH(
TRUE(),
'Category'[lineamount] < 5000.01, "A. <5,000.01",
'Category'[lineamount] >= 5000.00 && 'Category'[lineamount] < 10000.01, "B. >5,000.00 - <10,000.01",
'Category'[lineamount] >= 10000.00 && 'Category'[lineamount] < 50000.01, "C. >10,000.00 - <50,000.01",
'Category'[lineamount] >= 50000.00, "D. >50,000.00",
"Uncategorized"
) 

 

but its not reading it correctly. When I extracted the data from PowerBi to confirm there are amount that are not aligning. For example. See spreadsheet below, cant seem to attach the entire spreadsheet. Thank you for helping!

 

$39,092.61	<5,000.01
$36,001.15	<5,000.01
$27,819.80	<5,000.01
$23,626.00	<5,000.01
$22,950.02	<5,000.01
$21,411.56	<5,000.01
$19,548.57	<5,000.01
$19,500.00	<5,000.01
$18,450.00	<5,000.01
$15,749.98	<5,000.01
$13,628.40	<5,000.01
$12,727.00	<5,000.01
$12,509.60	<5,000.01
$11,611.00	<5,000.01
$10,745.00	<5,000.01
$10,246.60	<5,000.01
$10,000.00	<5,000.01
$9,998.70	<5,000.01
$9,957.60	<5,000.01
$9,709.00	<5,000.01
$9,512.52	<5,000.01
$9,323.00	<5,000.01
$9,282.42	<5,000.01
$9,127.59	<5,000.01
$9,002.59	<5,000.01
$8,690.00	<5,000.01
$8,630.02	<5,000.01
$8,583.51	<5,000.01
$8,580.00	<5,000.01
$8,529.00	<5,000.01
$7,796.65	<5,000.01
$7,507.53	<5,000.01
$7,465.00	<5,000.01
$7,309.28	<5,000.01
$7,300.00	<5,000.01
$7,223.78	<5,000.01
$7,172.00	<5,000.01
$7,167.50	<5,000.01
$7,126.00	<5,000.01
$7,006.00	<5,000.01
$6,981.25	<5,000.01
$6,894.14	<5,000.01
$6,828.30	<5,000.01
$6,792.35	<5,000.01
$6,695.52	<5,000.01
$6,620.00	<5,000.01
$6,562.78	<5,000.01
$6,552.00	<5,000.01
$6,440.00	<5,000.01
$6,433.04	<5,000.01
$6,294.98	<5,000.01
$6,260.00	<5,000.01
$6,207.50	<5,000.01
$5,950.00	<5,000.01
$5,769.39	<5,000.01
$5,625.96	<5,000.01
$5,600.00	<5,000.01
$5,578.69	<5,000.01
$5,551.65	<5,000.01
$5,530.00	<5,000.01
$5,496.17	<5,000.01
$5,460.16	<5,000.01
$5,427.84	<5,000.01
$5,400.00	<5,000.01
$5,393.20	<5,000.01
$5,355.00	<5,000.01
$5,327.66	<5,000.01
$5,238.59	<5,000.01
$5,218.00	<5,000.01
$5,158.80	<5,000.01
$5,142.52	<5,000.01
$5,047.95	<5,000.01

 

 

1 ACCEPTED SOLUTION

I hope it can work for you. Create a calculated column like that:

 

Category =
SWITCH(
TRUE(),
'Category'[lineamount] >= 50000.00, "D. >50,000.00",
'Category'[lineamount] >= 10000.00 && 'Category'[lineamount] < 50000.01, "C. >10,000.00 - <50,000.01",
'Category'[lineamount] >= 5000.00 && 'Category'[lineamount] < 10000.01, "B. >5,000.00 - <10,000.01",
'Category'[lineamount] < 5000.01, "A. <5,000.01",
"Uncategorized"
)


In SWITCH(TRUE()) statement, the order of conditions is critical because it evaluates sequentially.
That's why, you should evaluate the higher-value conditions first before moving to lower-value condition.


Best Regards,
Muhammad Yousaf

 

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

 

Follow on LinkedIn

View solution in original post

7 REPLIES 7
v-zhouwen-msft
Community Support
Community Support

Hi reyesdjr ,

Is your problem solved? If you encounter new problems, please raise them here.

 

Best Regards,
Wenbin Zhou

reyesdjr
Frequent Visitor

I think I found the reason, I am using a line amount $ value per order, so for example there are 3 line amounts in an order, when I use the order # to count the category it will not be more than since there are duplicate order numbers. 

 

Thank you so much for your help! appreciate it a lot!

Ashish_Mathur
Super User
Super User

Hi,

Your calculated column formula works just fine for me

Ashish_Mathur_0-1724298155795.png

 


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
lbendlin
Super User
Super User

looks like you created a measure.  you need to create a calculated column

Category = 
SWITCH(
TRUE(),
[lineamount] < 5000.01, "A. <5,000.01",
[lineamount] < 10000.01, "B. >5,000.00 - <10,000.01",
[lineamount] < 50000.01, "C. >10,000.00 - <50,000.01",
 "D. >50,000.00"
) 

lbendlin_1-1724286721559.png

 

 

Thank you so much for replying, I created a caculated column: 

 

% of PO's created by value =
SWITCH(
TRUE(),
'SCM POAndItemsByProcurementCategory'[lineamount] < 5000.01, "A. <5,000.01",
'SCM POAndItemsByProcurementCategory'[lineamount] < 10000.01, "B. >5,000.00 - <10,000.01",
'SCM POAndItemsByProcurementCategory'[lineamount] < 50000.01, "C. >10,000.00 - <50,000.01",
'SCM POAndItemsByProcurementCategory'[lineamount] > 50000.01, "D. >50,000.00"
)

 

I did change it based from what you suggested but its still showing me this:

reyesdjr_0-1724287558182.png

 

 

Thank you again!

I hope it can work for you. Create a calculated column like that:

 

Category =
SWITCH(
TRUE(),
'Category'[lineamount] >= 50000.00, "D. >50,000.00",
'Category'[lineamount] >= 10000.00 && 'Category'[lineamount] < 50000.01, "C. >10,000.00 - <50,000.01",
'Category'[lineamount] >= 5000.00 && 'Category'[lineamount] < 10000.01, "B. >5,000.00 - <10,000.01",
'Category'[lineamount] < 5000.01, "A. <5,000.01",
"Uncategorized"
)


In SWITCH(TRUE()) statement, the order of conditions is critical because it evaluates sequentially.
That's why, you should evaluate the higher-value conditions first before moving to lower-value condition.


Best Regards,
Muhammad Yousaf

 

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

 

Follow on LinkedIn

Does it matter if the data I provided is just for 3 months? I did try the calculated column you provided and count of the category changed, just that if I do it manually in excel the count is different. Does it also matter if there are multiple rows for the column that I use as a count?

 

Thank you!

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