Related Calculated Columns

[Anonymous]

I'm trying to do a related column to return the AgreeNbr from the Budget Agreement Table for each claim on the Claims Data Listing Table. The goal is to summarize revenue by Sub Accounts ('Budget Agreement'[Sub]) on a revenue report.

When I try to add a calc column for AgreeNbr to the Claims Data Listing, I get errors. I made the relationship between Cust and CDL bi-directional, so I'm not sure why this isn't working.

I need to list the AgreeNbr for each claim IF the Date of Service on the CDL table is within the Budget Agreement begin and End dates.

Please help.

ClientID = Insured ID

The Insured ID is a list of unique IDs

[Nathaniel_C]

Hi @Anonymous ,
@MattAllington  who wrote Supercharge Power BI is really good with these type of inquiries!


Let me know if you have any questions.

If this solves your issues, please mark it as the solution, so that others can find it easily. Kudos 👍are nice too.
Nathaniel