Calculated Column - Receive Value Based on Nearest Date

[MarcelLandsky]

Hi, 

I'm trying to create a calculated column from a second table based on a date value. The goal is to display the actual level for each account before a campaign has been send. 

Levels

AccountID	PrevFunnelLvl	NewFunnelLvl	ChangeDate
101	-	L1	02.01.2022
101	L1	L2	06.01.2022
101	L2	L3	10.01.2022
202	L2	L3	08.01.2022
202	L4	L5	12.01.2022

Campaign

AccountID	CampaignDate	LvlonCampaignDate
101	05.01.2022	L1
101	11.01.2022	L3
202	10.01.2022	L3

Thanks in advance!

[v-jianboli-msft]

Hi @MarcelLandsky ,

Sorry for that the information you have provided is not making the problem clear to me. Could you please share more details to help us clarify your scenario?

Please provide us with more details about your table and your problem or share me with your pbix file after removing sensitive data.

Refer to:

How to provide sample data in the Power BI Forum

How to Get Your Question Answered Quickly

Best Regards,

Jianbo Li

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

[Jos_Woolley]

Perhaps post a new small example dataset and highlight the results from my formula which aren't correct.

Regards

[Jos_Woolley]

Hi,

I assume your two tables do not have a Many-to-Many relationship on the AccountID column?

Level on Campaign Date =
VAR AccountID = Campaign[AccountID]
VAR CampaignDate = Campaign[CampaignDate]
RETURN
    CALCULATE(
        MAX( 'Levels'[NewFunnelLevel] ),
        FILTER(
            'Levels',
            'Levels'[AccountID] = AccountID
                && 'Levels'[ChangeDate] <= CampaignDate
        )
    )

Regards

[MarcelLandsky]

They do have an inactive many-to-many relationship but also connected via Account table. Sadly I didn't got %100 correct values on all rows.