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21818
Frequent Visitor

Calculate column according to a different date table

Hi! 

 

I would like to compare a date field from a table with a general date table that I am using as a slicer to filter data. Data table looks like this: 

 

Report       Due Date         Overdue (Y/N)

#1            10/10/2019      

#2            15/10/2019

 

So for example, if I select a data range in the slicer before 10/10/2019, "Overdue" column should be "N" for both reports. 

If, data range ends between 10th and 15th Oct, #1 should be in overdue.

And finally if data range ends after 15th Oct, both reports should be ticked as "Overdue".

 

I have created the following formula after creating a relationship between tables, but it is not working as expected.

Overdue = IF('Table1'[Due Date]>RELATED(DateTable[Date]),"Overdue","on time")

 

Any help will be much appreciated! 

 

Thank you in advance. 

2 ACCEPTED SOLUTIONS
jthomson
Solution Sage
Solution Sage

Try pulling through the largest value in your date table as a variable and then compare your due date column to that?

View solution in original post

lc_finance
Solution Sage
Solution Sage

Hi @21818 ,

 

 

As @jthomson mentioned, the solution is to compare the maximum value of your slicer to the due date in your table.

Here is the formula you can use:

Overdue = 
VAR dueDate = SELECTEDVALUE('Table'[Due date])


RETURN
IF(MAX('Dates'[Date])<dueDate,"N","Overdue")

And a screenshot showing the end result

 

Screenshot 2019-10-13 at 12.08.02 PM.png

Regards,

 

LC

Interested in Power BI finance templates? Check out my blog at www.finance-bi.com

View solution in original post

4 REPLIES 4
lc_finance
Solution Sage
Solution Sage

Hi @21818 ,

 

 

As @jthomson mentioned, the solution is to compare the maximum value of your slicer to the due date in your table.

Here is the formula you can use:

Overdue = 
VAR dueDate = SELECTEDVALUE('Table'[Due date])


RETURN
IF(MAX('Dates'[Date])<dueDate,"N","Overdue")

And a screenshot showing the end result

 

Screenshot 2019-10-13 at 12.08.02 PM.png

Regards,

 

LC

Interested in Power BI finance templates? Check out my blog at www.finance-bi.com

Hi @lc_finance  and @jthomson ,

 

I managed to solve this using your suggestions. 

 

Many thanks for your help.

glad to hear you found a solution.

 

Let us know if you need more help,

 

LC

jthomson
Solution Sage
Solution Sage

Try pulling through the largest value in your date table as a variable and then compare your due date column to that?

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