LOOKUP with conditions

[NMC20]

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!

[Kedar_Pande]

@NMC20 

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
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[Poojara_D12 · Accepted solution]

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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