Adding Condition to SWITCH function for Call Center

Hi jabueg ,

Thanks for reaching out to the Microsoft Fabric Community.

To achieve the requirement of calculating total calls based on Advisor and Date selections from the UpdatedProd521 table, I tested the scenario using a sample dataset with inactive relationships between the tables. Here’s the DAX measure that produces the expected result when either or both filters are applied:

Total Calls Dynamic = 
SWITCH(
    TRUE(),

    // Case 1: Single Advisor AND Single Date selected
    HASONEVALUE(UpdatedProd521[Advisor]) &&
    HASONEVALUE(UpdatedProd521[Date]),

    CALCULATE(
        SUM('Combined Call Logs 5/17'[CALLS]),
        USERELATIONSHIP(UpdatedProd521[Advisor], 'Combined Call Logs 5/17'[ADVISOR]),
        FILTER(
            'Combined Call Logs 5/17',
            'Combined Call Logs 5/17'[DATE] = VALUES(UpdatedProd521[Date])
        )
    ),

    // Case 2: Only Advisor is selected
    HASONEVALUE(UpdatedProd521[Advisor]),

    CALCULATE(
        SUM('Combined Call Logs 5/17'[CALLS]),
        USERELATIONSHIP(UpdatedProd521[Advisor], 'Combined Call Logs 5/17'[ADVISOR])
    ),

    // Case 3: Only Date is selected
    HASONEVALUE(UpdatedProd521[Date]),

    CALCULATE(
        SUM('Combined Call Logs 5/17'[CALLS]),
        USERELATIONSHIP('Combined Call Logs 5/17'[DATE], UpdatedProd521[Date])
    ),

    // Default: sum all calls if no or multiple selections
    SUM('Combined Call Logs 5/17'[CALLS])
)

Here are some screenshots for reference:

Also thanks to DataNinja777  and Jai-Rathinavel  for their insights and suggestions.

Attaching a PBIX file with the sample data and measure for testing.

Hope this helps. Please reach out for further assistance.
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Thank you.