LOOKUP with conditions

Hi NMC20 

• Go to the "All Payment Data" table in Power BI.
• Create a new calculated column by clicking on the Modeling tab and selecting New Column.
• Use the following DAX formula:

% Revenue =
VAR InstallationDate = RELATED('Sites Information'[Installation Date])
VAR ThreeMonthsDate = RELATED('Sites Information'[3 months date])
VAR First3MonthsPercentage = RELATED('Sites Information'[% first 3 months])
VAR After3MonthsPercentage = RELATED('Sites Information'[% after 3 months])
RETURN
    IF(
        [Date of Order] >= InstallationDate && [Date of Order] < ThreeMonthsDate,
        First3MonthsPercentage,
        IF(
            [Date of Order] >= ThreeMonthsDate,
            After3MonthsPercentage,
            BLANK() -- Or use 0 or any default value if needed
        )
    )
​

Assuming :

• Your "Sites Information" and "All Payment Data" tables are correctly related via the [Location] column in a one-to-many relationship.
• The date fields in both tables are in a valid date format.

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Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
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