Hello EDNA Forum
I’m need to create a custom grouping re: the following:
YoY YTD V - is a positive number and the YoY $ is a negative number. I only want to see a list of those customers that fall into this specific criteria. Would like the results in a table form
What is the best way to approach this ?
Attachment:Randon Numbers V and R_ Usage Data by Randon GUD Name 01 04 21.xlsx (95.9 KB)
Hello EDNA Forum
You could definitely do this in DAX as well, but I think sticking with the general guideline that “if it can be done In Power Query, it probably should be”, that’s the solution I’ve implemented here.
Just a small bit of custom M with a nested IF statement:
From this, you can slice your table (as I’ve done below) or filter it in the filter pane on YOY Criteria = TRUE.
I hope this is helpful. Full solution file attached.
eDNA Forum - YOY Nested IF Criteria Solution.pbix (129.3 KB)
Note: I’ve set the file location as a parameter in PQ, so to use my solution on your computer just point the FileLocation parameter to your Excel data file.
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