DAX - IF Field Time Matches specific value

WV — Wed, 07 Sep 2022 21:12:28 GMT

Hi,

I am trying to do an if statement in DAX. I want to say if the date is = 2018, then use this other calculation, else do another separate calculation. The data starts in 2018 and the rules change for every year after that. So I need one set of logic to sum the 2018 and another for everything after. I am doing this for Tax purposes and we always need a beginning balance to calculate down to an ending balance. Which will become the beginning balance the following year.

Though the initial validation step in the if statement where I say "if time period equals 2018" it does not like the syntax. I can use the same exact syntax in a Calculate SUM formula - and the Year (xxxxxxx) ="2018" works fine.

What I am seeing is below. I call out the table and field, ask it to look at only the year, then validate. It works in one context but not the other.

E&P Ending Balance =

IF(Year('Master_TB_FC Detail'[Time Period]) = 2018,

// CALCULATE (

// SUM ( 'Master_TB_FC Detail'[TB Amounts] ),

// FILTER ( 'Master_TB_FC Detail', Year('Master_TB_FC Detail'[Time Period]) = 2018

// )))))))))

I have no idea why in the context of the If statement that is failing. The time period field is formatted as a date.

Any help here is greatly appreciated.

Thanks,

Re: DAX - IF Field Time Matches specific value

v-chenwuz-msft — Thu, 08 Sep 2022 07:01:44 GMT

Hi @WV ,

You need get one date value from the field first for year(). Try this:

IF(Year(max(Master_TB_FC Detail'[Time Period])) = 2018,

Best Regards

Community Support Team _ chenwu zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

topic DAX - IF Field Time Matches specific value in Developer

DAX - IF Field Time Matches specific value

Re: DAX - IF Field Time Matches specific value