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DDL1976's avatar
DDL1976
Frequent Visitor
5 years ago

Help with a DAX Switch (Filter with a Related Table)

Hi there,

 

I have a DAX function that is working, but I want to extend the logic so its Dynamic rather than hard coded..

I have a slicer that selects 1 of the 2 options in the table below 'Report up to'

Then a little piece of DAX to feed the Switch Function.

Select Report To = MIN('DimReport To'[Switch])

 

Here is the DAX containing the SWITCH logic

Report To = 
  SWITCH([Select Report To],
    1, Calculate (sum(FactActualAndPlans[Value]), Filter(FactActualAndPlans, RELATED(DimPeriod[Period End Date]) <= DATE(2020,4,30))) ,
    2, SUM(FactActualAndPlans[Value])

 

In the first option of the switch I need the date of 2020,04,30 to reference the date in the first row of table below called ('DimReport To') that can periodically change. (This date could be placed in a different table if that makes it more simple?)

Period End Date		Switch		Type	                  
28 February 2021	1			Finalised Periods Only	  
31 December 2999	2			All Periods	          

 

 

I hope I have explained it clearly enough...

Thanks in advance for the help of the community!!!

1 Reply

  • DDL1976 , Something like this

     

    SWITCH(True()
    [Select Report To] =1 && RELATED(DimPeriod[Period End Date]) <= DATE(2020,4,30) , Calculate (sum(FactActualAndPlans[Value]), Filter(FactActualAndPlans, RELATED(DimPeriod[Period End Date]) <= DATE(2020,4,30))) ,
    [Select Report To] = 2, SUM(FactActualAndPlans[Value])
    )