Forum Discussion

iphoun's avatar
iphoun
Regular Visitor
5 years ago

Lookup Value from Filter with Multiple Criteria

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

 

1 Reply

  • iphoun's avatar
    iphoun
    Regular Visitor
    5 years ago

    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