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Hi, I am very new to DAX ( I have worked some with access formulas so its a little familiar)
I have a column with the expense date. I need help with a dax formula to look up the date in the expense data to a table that contains the payroll run dates and return the payroll run information.
The second part of the formula is there are many payroll runs ( such as Domestic , International) So I create an ID for the payroll type too.
Table 1- EXPENSE DATA
ID Expense date Payroll Batch ( lookup formula expected answer)
DOMESTIC 01/01/2022 1
International 01/30/2022 I2
Table 2 -PAYBATCH ( lookup table)
ID Start Date End Date Payroll batch
Domestic 01/01/22 01/15/22 1
Domestic 01/16/22 01/31/22 2
International 01/05/22 01/20/22 I1
International 01/21/22 02/05/22 I2
Any help is appreciated. I could not even come close to getting this to work. Thank you so much, I really would like to write this in BI/DAX as it is so much more powerful. I do have it working in excel , but its clunky and it seems to be unstable and breaks.
Solved! Go to Solution.
Hi,
I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.
It is for creating a calculated column.
Payroll Batch CC =
VAR currentID = Expense[ID]
VAR paybatch_table_filter =
FILTER (
Paybatch,
Paybatch[ID] = currentID
&& Paybatch[Start Date] <= Expense[Expense date]
&& Paybatch[End Date] >= Expense[Expense date]
)
RETURN
SUMMARIZE ( paybatch_table_filter, Paybatch[Payroll batch] )
thank you I will give this a shot.. this looks correct.
Hi,
I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.
It is for creating a calculated column.
Payroll Batch CC =
VAR currentID = Expense[ID]
VAR paybatch_table_filter =
FILTER (
Paybatch,
Paybatch[ID] = currentID
&& Paybatch[Start Date] <= Expense[Expense date]
&& Paybatch[End Date] >= Expense[Expense date]
)
RETURN
SUMMARIZE ( paybatch_table_filter, Paybatch[Payroll batch] )