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Nihed
Helper III
Helper III

Rule with dax

Hello,

 

How do i apply this rule in dax please

IF 'PPM'[Steps] in {"Open for competition","Technical Evaluation Stage","Financial Evaluation Stage","Procurement Board","Legal Review","Contract Signature",""} then AMOUNT = 'PPM'[Estimated Amount]

IF 'PPM'[Steps] = "Process Finalized"  then AMOUNT = 'PPM'[Cumulated Contract Amount]

Thank you

1 ACCEPTED SOLUTION

@Nihed  I believe you are looking for this, pbix is attached

 

Column 2 =
IF (
    PPM[Process Steps]
        IN {
        "Open for Competition",
        "Technical Evaluations",
        "Financial Negotiations",
        "Procurement Board",
        "Legal Review",
        "Signature",
        ""
    },
    PPM[Estimated Amount],
    IF ( PPM[Process Steps] IN { "Finalised" }, PPM[Cumulated Contract Amount] )
)

 

else

Column = SWITCH(TRUE(),
                CONTAINSSTRING(PPM[Steps],"Open for competition")=TRUE()||
                CONTAINSSTRING(PPM[Steps],"Technical Evaluation Stage")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Financial Evaluation Stage")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Procurement Board")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Legal Review")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Contract Signature")=TRUE() , PPM[Estimated Amount],
                CONTAINSSTRING(PPM[Steps],"Process Finalized")=TRUE(), PPM[Cumulated Contract Amount])

 

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View solution in original post

7 REPLIES 7
smpa01
Super User
Super User

@Nihed 

switch(true(), 
     'PPM'[Steps] in {"Open for competition","Technical Evaluation Stage","Financial Evaluation Stage","Procurement Board","Legal Review","Contract Signature",""} 
	 ,'PPM'[Estimated Amount]
	 'PPM'[Steps] = "Process Finalized", 'PPM'[Cumulated Contract Amount])
Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
My custom visualization projects
Plotting Live Sound: Viz1
Beautiful News:Viz1, Viz2, Viz3
Visual Capitalist: Working Hrs

I did it like this but it doesn’t work 😕

 

@Nihed  provide some more details then; e.g. sample data and expected output

Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
My custom visualization projects
Plotting Live Sound: Viz1
Beautiful News:Viz1, Viz2, Viz3
Visual Capitalist: Working Hrs

This KPI is displayed in the following table:

Nihed_0-1638471156675.png

 

I must calculate the AMOUNT field

The metric is defined below:

KPI

Source

Filters

Source fields

Rules

Amount

PPM tab

Type = “CFT”

Cumulated Contract Amount

Estimated Amount

IF 'PPM'[Steps] in {"Open for competition","Technical Evaluation Stage","Financial Evaluation Stage","Procurement Board","Legal Review","Contract Signature",""} then AMOUNT = 'PPM'[Estimated Amount]

IF 'PPM'[Steps] = "Process Finalized"  then AMOUNT = 'PPM'[Cumulated Contract Amount]

 

@Nihed  please provide sample data in table format

Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
My custom visualization projects
Plotting Live Sound: Viz1
Beautiful News:Viz1, Viz2, Viz3
Visual Capitalist: Working Hrs

I share with you the link for the example of data in pbix.

Thank you

 

https://we.tl/t-WJgFSTmRDC 

@Nihed  I believe you are looking for this, pbix is attached

 

Column 2 =
IF (
    PPM[Process Steps]
        IN {
        "Open for Competition",
        "Technical Evaluations",
        "Financial Negotiations",
        "Procurement Board",
        "Legal Review",
        "Signature",
        ""
    },
    PPM[Estimated Amount],
    IF ( PPM[Process Steps] IN { "Finalised" }, PPM[Cumulated Contract Amount] )
)

 

else

Column = SWITCH(TRUE(),
                CONTAINSSTRING(PPM[Steps],"Open for competition")=TRUE()||
                CONTAINSSTRING(PPM[Steps],"Technical Evaluation Stage")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Financial Evaluation Stage")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Procurement Board")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Legal Review")=TRUE() ||
                CONTAINSSTRING(PPM[Steps],"Contract Signature")=TRUE() , PPM[Estimated Amount],
                CONTAINSSTRING(PPM[Steps],"Process Finalized")=TRUE(), PPM[Cumulated Contract Amount])

 

Did I answer your question? Mark my post as a solution!
Proud to be a Super User!
My custom visualization projects
Plotting Live Sound: Viz1
Beautiful News:Viz1, Viz2, Viz3
Visual Capitalist: Working Hrs

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