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I have two tables and I would like a lookup from one to the other based on a condition.
I have a "Sites Information" table which shows me [Location] [Installation Date] [% first 3 months] [3 months date] [% after 3 months] per venue we have
I have an "All Payment Data" table which has the [Location] and [Date of Order] and provides individual orders taken and which site this can be attributed to
I've managed to do a simple lookup between [Location] to bring back all of the fields in "Sites Information" in "All Payment Data". However, I would like a column in "All Payment Data" which tells me what % revenue from each order should be going to the venue based on the date of the order:
If [Date of Order] is (>= [Installation Date] and < [3 months date]) then [% first 3 months]
If [Date of Order] is >= [3 months date] then [% after 3 months]
Could anyone advise? Thanks!
Solved! Go to Solution.
Hi @NMC20
% 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 :
Did I answer your question? Mark my post as a solution, this will help others!
If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂
Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
Consider Subscribing my YouTube for Beginners/Advance Concepts: https://youtube.com/@biconcepts?si=04iw9SYI2HN80HKS
Create new column in the "All Payment Data" table:
Revenue Percentage =
IF(
'All Payment Data'[Date of Order] >= RELATED('Sites Information'[Installation Date]) &&
'All Payment Data'[Date of Order] < RELATED('Sites Information'[3 months date]),
RELATED('Sites Information'[% first 3 months]),
IF(
'All Payment Data'[Date of Order] >= RELATED('Sites Information'[3 months date]),
RELATED('Sites Information'[% after 3 months]),
0
)
)
💌 If this helped, a Kudos 👍 or Solution mark ✅ would be great! 🎉
Cheers,
Kedar
Connect on LinkedIn
Hi @NMC20
% 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 :
Did I answer your question? Mark my post as a solution, this will help others!
If my response(s) assisted you in any way, don't forget to drop me a "Kudos" 🙂
Kind Regards,
Poojara
Data Analyst | MSBI Developer | Power BI Consultant
Consider Subscribing my YouTube for Beginners/Advance Concepts: https://youtube.com/@biconcepts?si=04iw9SYI2HN80HKS
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