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Anonymous's avatar
Anonymous
Not applicable
10 years ago
Solved

Using IF function with DAX to classify account types

Hello all! I'm fairly new to using DAX and Power BI and I keep getting stumped using the IF function.    I'm trying to create a new column in 'edit queries' where I'm trying to classify account cod...
  • Vvelarde's avatar
    Vvelarde
    10 years ago

    Hi Anonymous make sure thar Account Codes columns is not a text field.

  • jahida's avatar
    jahida
    10 years ago

    Vvelarde is almost certainly right; the workaround is just to change your formula to:

     

    Column = IF(VALUE(DimAccount[AccountCode])<=7999,"Personnel","General")

     

    However, I would say better practice might be:

     

    Column = IF(LEFT(DimAccount[AccountCode]) = "7", "Personnel", "General")

     

    just because it makes it a bit more clear to me. Your call.

jahida's avatar
jahida
Impactful Individual
10 years ago

Vvelarde is almost certainly right; the workaround is just to change your formula to:

 

Column = IF(VALUE(DimAccount[AccountCode])<=7999,"Personnel","General")

 

However, I would say better practice might be:

 

Column = IF(LEFT(DimAccount[AccountCode]) = "7", "Personnel", "General")

 

just because it makes it a bit more clear to me. Your call.

Anonymous's avatar
Anonymous
Not applicable
10 years ago

Vvelarde You were definitely right! It was as simple as changing Account Codes to a number field. 

 

jahida I went for your advice and incorporated the LEFT function for best practice. 

 

Thank you so much for your advice! Much appreciated.