I have been struggling with this for a while, but I cannot make progress.The organization has matters that are billed on a Monthly, Bi-Monthly or Quarterly basis, so on the 1st of any given month all matters meeting the criteria are due for billing. The bill frequency is set forth in a Matters table in a field called BillFrq where the acceptable values are "Monthly", "B1", "B2", "Q1", "Q2" or "Q3" where "Monthly" is self-evident, "B1" indicates matters billed in odd number months, "B2" indicates matters billed in even number months, "Q1" indicates matters billed quarterly in Jan/Apr/Jul/Oct, "Q2" indicates matters billed quarterly in Feb/May/Aug/Nov and "Q3" indicates matters billed in Mar/Jun/Spt/Dec.I am trying to create a measure identifying all Matters due for billing in any given month, e.,g all matters due for billing in January, or, alternatively, or all matters due for billing in the current month. I have tried this, but I get an error that SWITCH cannot be used to compare True/False and text functions. BillFrq = SWITCH ( CONTAINS ( Matters, Matters[BillFreq], "Monthly" ), "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "B1" ) && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "9" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11", "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "B2" ) && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "6" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12", "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "Q1" ) && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10", "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "Q2" ) && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11", "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "Q3" ) && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8" || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12", "Due for billing this month", "Not due for billing" )Any help appreciated.

Post Patron

6 years ago

Solved

SWITCH with multiple criteria

I have been struggling with this for a while, but I cannot make progress.

The organization has matters that are billed on a Monthly, Bi-Monthly or Quarterly basis, so on the 1st of any given month all matters meeting the criteria are due for billing.

The bill frequency is set forth in a Matters table in a field called BillFrq where the acceptable values are "Monthly", "B1", "B2", "Q1", "Q2" or "Q3" where "Monthly" is self-evident, "B1" indicates matters billed in odd number months, "B2" indicates matters billed in even number months, "Q1" indicates matters billed quarterly in Jan/Apr/Jul/Oct, "Q2" indicates matters billed quarterly in Feb/May/Aug/Nov and "Q3" indicates matters billed in Mar/Jun/Spt/Dec.

I am trying to create a measure identifying all Matters due for billing in any given month, e.,g all matters due for billing in January, or, alternatively, or all matters due for billing in the current month.

I have tried this, but I get an error that SWITCH cannot be used to compare True/False and text functions.

BillFrq = 
SWITCH (
    CONTAINS ( Matters, Matters[BillFreq], "Monthly" ),
    "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "B1" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "9"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11",
    "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "B2" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "6"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12",
    "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "Q1" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10",
    "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "Q2" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11",
    "Due for billing this month", CONTAINS ( Matters, Matters[BillFreq], "Q3" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12",
    "Due for billing this month", "Not due for billing"
)

Any help appreciated.

Need Help

MFelix

6 years ago

The DATE formula ask for:
YEAR, MONTH and DAY you are always putting today you don't neeed that.

Replace all of the MONTH( DATE(TODAY(), TODAY(), TODAY())) by simply

MONTH (TODAY())

Also to simplyfy you measure try the following code:

BillFrq =
VAR Month_Selection =
    MONTH ( TODAY () )
RETURN
    SWITCH (
        TRUE (),
        CONTAINS ( Matters, Matters[BillFreq], "Monthly" ), "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "B1" )
            && Month_Selection IN { 1, 3, 5, 7, 9, 11 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "B2" )
            && Month_Selection IN { 2, 4, 6, 8, 10, 12 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q1" )
            && Month_Selection IN { 1, 4, 7, 10 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q2" )
            && Month_Selection IN { 2, 5, 8, 11 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q3" )
            && Month_Selection IN { 3, 5, 8, 12 }, "Due for billing this month",
        "Not due for billing"
    )

Also check the months within each of the in

7 Replies

MFelix

Super User

6 years ago

Hi MojoGene ,

The first parameter of a switch funcion is the expression so the value you want to compare alonside with the rest of the values in your case you are making it :

CONTAINS ( Matters, Matters[BillFreq], "Monthly" )

And then you are placing the

"Due for billing this month"

In this case you are making the comparision believe that the second part is what you want to return not compare so you need to redo your measure to something similar to this.

BillFrq =
SWITCH (
    TRUE (),
    CONTAINS ( Matters, Matters[BillFreq], "Monthly" ), "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "B1" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "9"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "B2" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "6"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "Q1" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "Q2" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "Q3" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12", "Due for billing this month",
    "Not due for billing"
)

MojoGene
Post Patron
6 years ago
Miguel:
Thanks for the assistance, but here is the error I am getting with your suggestion:
- MFelix
  Super User
  6 years ago
  You are calculating months so ypu need to add numbers take the "" from the numbers you have in your formula.

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