Hello, I need to add another statement to add "Expired" to this dax formula. Account ID = IF ( Policy[Policy_Type__c] = "Active", Policy[Account__c],"" ) Thank you in advance!!

Forum Discussion

Resolver II

3 years ago

Solved

Hello,

I need to add another statement to add "Expired" to this dax formula.

Thank you in advance!!

You can nest if statements...

Account ID =
IF (
    Policy[Policy_Type__c] = "Active",
    Policy[Account__c],
    IF ( Policy[Policy_Type__c] = "Expired", "Expired", "" )
)

Syk
Resident Rockstar
3 years ago
You can nest if statements...

Account ID = IF ( Policy[Policy_Type__c] = "Active", Policy[Account__c], IF ( Policy[Policy_Type__c] = "Expired", "Expired", "" ) )
- wnicholl
  Resolver II
  3 years ago
  Thanks for the quick reply! The statement does work, but for some reason my total is not correct.
  
  The total amount for "Expired" is 876
  The total amount for "Active" is 20,895
  
  So by including "Expired" in the statement the overall total should be 21,771. I'm only seeing a total of 20,896. Do I need to add "Calculation(Sum" at the beginning of the statement?
  
  Thank you again!
wnicholl
Resolver II
3 years ago
Hi Again,
I was able to make a few adjustmnets to a few filters and I'm now getting the correct total. Your statement works great!