Given your requirements, using DAX to create a calculated table in Power BI would be an efficient way to address this problem. Here’s how you can do it:
Create a Calculated Table: This will filter out the rows where the Customer ID is not Customer1 and the Job Number matches the PO Number.
Here’s the DAX formula to create the calculated table:
Enter the above DAX formula, replacing YourTableName with the actual name of your table.
This approach will create a new table in your data model with only the rows that meet the criteria you specified. You can then use this table for your reporting needs.
For more advanced or specific scenarios, you can explore using DAX functions such as CALCULATETABLE and more complex filtering logic as needed. If you have any further questions or need more customized solutions, you can run your queries at the Enterprise DNA Data Mentor platform.
a simple solution is to import the table, reference it and do a merge between the 2 tables
job number with the PO number ( screen shot ).
The result in the other screen shot
this requires no DAX , if you are looking for another solution ( DAX ) please let me know