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oliverome's avatar
oliverome
Regular Visitor
2 years ago
Solved

Using DAX for converting dates to status categories

Hi all, I have a question about using DAX to convert dates into a corresponding status.

I have a column with calibration due dates for some equipment. There are a few possibilities:

- The equipment has a date 4 or more months in the future. All is good. 

- The equipment has a date less than 4 months in the future. I need to set up a new calibration.

- The equipment has a date in the past. This is not good, urgent action is needed.

- The cell is blank. There is no information available on the calibration due date. Also not good, but a different kind of action is needed.

 

How do I write DAX code to make this distinction?

 

I have tried this, for example:

IsCalibrationDue =
IF(
    [calibration_due] <= TODAY() || [calibration_due] <= EOMONTH(TODAY(), 4),
    TRUE,
    FALSE
)
 
This returns True if a cell is blank, or the calibration date is in the past or within the next 4 months. False if the date is further in the future. But that's not all I need. I need more categories, but I can't figure it out.
Can you help me? I am new to Power BI and DAX, so I'd really appreciate it.
  • oliverome's avatar
    oliverome
    2 years ago

    Thank you again for your help! The first if-statement needed a slight modification, as it interpreted a blank cell as 0, therefore giving all blank cells the output 'urgent action required'. I have added an 'is not blank' statement to that line and now it works perfectly.

     

    Thanks!

     

    IsCalibrationDue = 

IF (  [calibration_due]  <= TODAY() && NOT(ISBLANK([calibration_due])), "Urgent Action Required",
IF (  [calibration_due]  >= EDATE(TODAY(), 3), "OK",
IF (  [calibration_due] > TODAY() && [calibration_due] < EDATE(TODAY(), 3), "Set up new Calibration",
IF ( [calibration_due] = BLANK(), "Set Up Calibration Date"))))

     

     

4 Replies

  • Joe_Barry's avatar
    Joe_Barry
    Solution Sage
    2 years ago

    Hi oliverome 

    Please try the following

     

     

     

    Status =
IF (  [calibration_due]  <= TODAY(), "Urgent Action Required",
IF (  [calibration_due]  >= EDATE(TODAY(), 3), "OK",
IF (  [calibration_due] > TODAY() && [calibration_due] < EDATE(TODAY(), 3), "Set up new Calibration",
IF ( [calibration_due] = BLANK(), "Set Up Calibration Date")

     

     

     

    Joe

    • oliverome's avatar
      oliverome
      Regular Visitor
      2 years ago

      Hi Joe,

      Thanks for your help. Your code gave me an error as I don't have an 'incidents' column. I replaced those parts, and ended up with this:

       

      IsCalibrationDue =
      IF (  [calibration_due]  <= TODAY(), "Urgent Action Required",
      IF (  [calibration_due]  >= EDATE([calibration_due].[Date], 4), "OK",
      IF (  [calibration_due] > TODAY() && [calibration_due] < EDATE([calibration_due].[Date], 4), "Set up new Calibration",
      IF ( [calibration_due] = BLANK(), "Set Up Calibration Date"))))
       
      This returns only 2 outputs: 
      - 'Set up new calibrations': this output appears for every cell that contains a date, regardless of when that date is.
      - 'Urgent action required': this output appears for all empty cells.
       
      Any ideas on how to proceed?
      • Joe_Barry's avatar
        Joe_Barry
        Solution Sage
        2 years ago

        Sorry, I edited afterwards as I seen an error, please give the below a shot

        Status =
IF (  [calibration_due]  <= TODAY(), "Urgent Action Required",
IF (  [calibration_due]  >= EDATE(TODAY(), 3), "OK",
IF (  [calibration_due] > TODAY() && [calibration_due] < EDATE(TODAY(), 3), "Set up new Calibration",
IF ( [calibration_due] = BLANK(), "Set Up Calibration Date")