topic Re: LOOKUP with conditions in DAX Commands and Tips

LOOKUP with conditions

NMC20 — Fri, 20 Dec 2024 10:08:59 GMT

I have two tables and I would like a lookup from one to the other based on a condition.

I have a "Sites Information" table which shows me [Location] [Installation Date] [% first 3 months] [3 months date] [% after 3 months] per venue we have

I have an "All Payment Data" table which has the [Location] and [Date of Order] and provides individual orders taken and which site this can be attributed to

I've managed to do a simple lookup between [Location] to bring back all of the fields in "Sites Information" in "All Payment Data". However, I would like a column in "All Payment Data" which tells me what % revenue from each order should be going to the venue based on the date of the order:

If [Date of Order] is (>= [Installation Date] and < [3 months date]) then [% first 3 months]

If [Date of Order] is >= [3 months date] then [% after 3 months]

Could anyone advise? Thanks!

Re: LOOKUP with conditions

Poojara_D12 — Fri, 20 Dec 2024 10:35:03 GMT

Hi NMC20

Go to the "All Payment Data" table in Power BI.
Create a new calculated column by clicking on the Modeling tab and selecting New Column.
Use the following DAX formula:

% Revenue = VAR InstallationDate = RELATED('Sites Information'[Installation Date]) VAR ThreeMonthsDate = RELATED('Sites Information'[3 months date]) VAR First3MonthsPercentage = RELATED('Sites Information'[% first 3 months]) VAR After3MonthsPercentage = RELATED('Sites Information'[% after 3 months]) RETURN IF( [Date of Order] >= InstallationDate && [Date of Order] < ThreeMonthsDate, First3MonthsPercentage, IF( [Date of Order] >= ThreeMonthsDate, After3MonthsPercentage, BLANK() -- Or use 0 or any default value if needed ) )

Assuming :

Your "Sites Information" and "All Payment Data" tables are correctly related via the [Location] column in a one-to-many relationship.
The date fields in both tables are in a valid date format.

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Poojara
Data Analyst | MSBI Developer | Power BI Consultant
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Re: LOOKUP with conditions

Kedar_Pande — Fri, 20 Dec 2024 12:36:36 GMT

NMC20

Create new column in the "All Payment Data" table:

Revenue Percentage = 
IF(
'All Payment Data'[Date of Order] >= RELATED('Sites Information'[Installation Date]) &&
'All Payment Data'[Date of Order] < RELATED('Sites Information'[3 months date]),
RELATED('Sites Information'[% first 3 months]),
IF(
'All Payment Data'[Date of Order] >= RELATED('Sites Information'[3 months date]),
RELATED('Sites Information'[% after 3 months]),
0
)
)

💌 If this helped, a Kudos 👍 or Solution mark ✅ would be great! 🎉
Cheers,
Kedar
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