Lookup Value from Filter with Multiple Criteria

iphoun — Tue, 27 Jul 2021 17:06:08 GMT

Hi PBI Friends,

First time poster and new to DAX. I'll try to explain this as best as I can. I have a Matrix visual that currently shows budget and actual performance data by phase/actvity and the period selected. The budget and actual file are linked via a concatenated column that combines phase/activity to make it a unique field. I then have an independent Excel file which list phase/activity that contains an input field named "Unit Adj." that I would like to bring over the value when the visuals are filtered by phase/activity but instead of using the "Period" slicer, I would like to substitute that by allowing users to select a different time period filter called "Fcst Date". What is the optimal relationship setup and dax formula to accomplish this? Thanks

Re: Lookup Value from Filter with Multiple Criteria

iphoun — Tue, 27 Jul 2021 23:00:39 GMT

I've joined the Excel input variable file with the fact table (export_universal) by linking the concatenate and date field. So I'm able to verify that the sum of the phase/activity/fact table date does add up to 140.73 but how do I go about changing the expression of the visual column "UniAdj" so that I can bring in the value of the month that I select from the slicer "Fcst Date" instead of using the date from the fact table? Thanks

topic Lookup Value from Filter with Multiple Criteria in Custom Visuals Development Discussion

Lookup Value from Filter with Multiple Criteria

Re: Lookup Value from Filter with Multiple Criteria