Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Get Fabric Certified for FREE during Fabric Data Days. Don't miss your chance! Learn more

Reply
bedata1
Frequent Visitor

Multiple Time Variables with If Return

Hi Community,

 

I want to create a DAX formula that shows the following:

If Date <= Today, then show the "amount" from the "G/L Entry" table and if Date > Today, then show the "amount" from the "Budget" table.

 

Date is linked to postingdate from the "G/L Entry" & "Budget" tables.

 

Visualization: Matrix with Month column

 

Folgende DAX habe ich erstellt, jedoch funktioniert diese nicht richtig:

IS LE = 
var TodayDate =
    TODAY()
var ActualAmount = 
    CALCULATE(SUM('G/L Entry'[amount]), FILTER('Date','Date'[Date] <= TODAY()))
var BudgetAmount =
    CALCULATE(SUM(Budget[Amount]),FILTER('Date','Date'[Date] > TODAY()))
return
IF(FILTER(Budget,Budget[Date] > TodayDate),BudgetAmount,ActualAmount)
 
Can anybody help me with creating this DAX formula?
 
Thank you for your help.

 

1 ACCEPTED SOLUTION
FreemanZ
Super User
Super User

hi @bedata1 

 

try like:

IS LE = 
var TodayDate = TODAY()
var ActualAmount = 
CALCULATE(
    SUM('G/L Entry'[amount]),     FILTER('Date','Date'[Date] <= TODAY())
)
var BudgetAmount =    
CALCULATE(
    SUM(Budget[Amount]),
    FILTER('Date','Date'[Date] > TODAY())
)
return
IF(
    MAX(Budget[Date]) > TodayDate,
    BudgetAmount,
    ActualAmount
)

View solution in original post

2 REPLIES 2
bedata1
Frequent Visitor

@FreemanZ Thank you for your awsome help, the DAX formula is working!

FreemanZ
Super User
Super User

hi @bedata1 

 

try like:

IS LE = 
var TodayDate = TODAY()
var ActualAmount = 
CALCULATE(
    SUM('G/L Entry'[amount]),     FILTER('Date','Date'[Date] <= TODAY())
)
var BudgetAmount =    
CALCULATE(
    SUM(Budget[Amount]),
    FILTER('Date','Date'[Date] > TODAY())
)
return
IF(
    MAX(Budget[Date]) > TodayDate,
    BudgetAmount,
    ActualAmount
)

Helpful resources

Announcements
Fabric Data Days Carousel

Fabric Data Days

Advance your Data & AI career with 50 days of live learning, contests, hands-on challenges, study groups & certifications and more!

October Power BI Update Carousel

Power BI Monthly Update - October 2025

Check out the October 2025 Power BI update to learn about new features.

FabCon Atlanta 2026 carousel

FabCon Atlanta 2026

Join us at FabCon Atlanta, March 16-20, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.