Question

A sales report has a bar chart showing revenue by 'Product Category'. The category column contains 18 distinct values, but leadership only wants to compare three business lines: 'Consumer', 'Enterprise', and 'Other'. You do not have permission to edit the underlying semantic model or Power Query, and you want the grouping to appear only in this report. What is the best way to accomplish this?

Accepted Answer

Select the relevant data points on the visual, right-click, and use 'Group data' to create a group, then assign remaining categories to an 'Other' bucket in the Groups dialog.

Answer

Add a conditional column in Power Query that maps each category to a business line.

Answer

Create a DAX calculated column in the model using a SWITCH expression to assign business lines.

Answer

Apply a visual-level filter to show only the three desired category names.