topic Converting Excel Workbook to Power BI DAX in DAX Commands and Tips

Converting Excel Workbook to Power BI DAX

BeastHouse — Tue, 07 Feb 2023 02:51:47 GMT

Hi, I have several big formulas sitting in an existing Excel workbook that I need to transfer over to Power BI, however I have no idea how to convert these ones. Some are using the MATCH function from Excel, others I fear may be too long. If someone can provide some advice on how to make these work in DAX, that would be appreciated.

I have more, but I think if I can understand how to acheive the below, it will help with the others.

Month of Invoice

This one looks at the following new fields in Power BI

'Invoice Number' in TEXT format
'Month' in TEXT format

=IFERROR(IF([@[Invoice Number]]<>"",TEXT(INDEX(tbl_InvoiceNumbers[Month],MATCH([@[Invoice Number]],tbl_InvoiceNumbers[Invoice Number],0),),"mmmm"),""),"")

EDD

I have put this into Power BI as it looked simple enough, however it did not work.

'Quoted EDD' is in DATE format.

EDD = IF('Stock Orders'[Quoted EDD]="","",IF('Stock Orders'[Quoted EDD]=1,"",'Stock Orders'[Quoted EDD]))

It receives error DAX comparison operations do not support comparing values of type Date with values of type Text. Consider using the VALUE or FORMAT function to convert one of the values.

Date Ordered

I have put this into Power BI as it looked simple enough, however it did not work either.

'Date Submitted' is in DATE format.

Date Ordered = IF('Stock Orders'[Date Submitted]="",IF('Stock Orders'[PP]="PP1",DATE(2015,7,1),IF('Stock Orders'[PP]="PP2",DATE(2016,7,1),IF('Stock Orders'[PP]="PP3",DATE(2017,7,1),IF('Stock Orders'[PP]="PP4",DATE(2018,7,1),IF('Stock Orders'[PP]="PP5",DATE(2019,7,1),IF('Stock Orders'[PP]="PP6",DATE(2020,7,1),IF('Stock Orders'[PP]="PP7",DATE(2021,7,1),IF('Stock Orders'[PP]="PP8",DATE(2022,7,1),IF('Stock Orders'[PP]="PP9",DATE(2023,7,1),'Stock Orders'[Date Submitted]))))))))),'Stock Orders'[Date Submitted])

It receives error DAX comparison operations do not support comparing values of type Date with values of type Text. Consider using the VALUE or FORMAT function to convert one of the values.

Re: Converting Excel Workbook to Power BI DAX

ERD — Tue, 07 Feb 2023 07:37:46 GMT

BeastHouse

EDD = IF('Stock Orders'[Quoted EDD]="","",IF('Stock Orders'[Quoted EDD]=1,"",'Stock Orders'[Quoted EDD]))

If 'Stock Orders'[Quoted EDD] is of Date type, why would you compare it to '1'?

If you want to check if the field is empty, use Stock Orders'[Quoted EDD] = BLANK(). And use the same BLANK() instead of leaving "" when your column is supposed to be of a Date type.

Re: Converting Excel Workbook to Power BI DAX

BeastHouse — Tue, 07 Feb 2023 08:37:22 GMT

Thanks ERD - I wasn't aware of the BLANK() function. Thats a great help.

Do you know how I can also do a MATCH function in DAX? Another formula I am trying to convert from Excel is below. You'll have to forgive me, as I didn't write the original Workbook, so really trying to unjumble what the author had written.

=IFERROR(INDEX(tbl_ProcRep_Stock_CV[Ref],MATCH([@[RFQ ID]],tbl_ProcRep_Stock_CV[RFQ ID],0)),"")

Re: Converting Excel Workbook to Power BI DAX

ERD — Tue, 07 Feb 2023 15:07:14 GMT

BeastHouse , check LOOKUPVALUE function (DAX) - DAX | Microsoft Learn