Calculating Retirement Date based on Multiple Criterias

Hi adhumal2 ,

Don't know how you model is setup, but for the table you present you need to add the following column:

RetirementDate = 
VAR YOB =
    YEAR ( 'Table'[Date of Birth (MM/DD/YYYY)] )
VAR MOB =
    MONTH ( 'Table'[Date of Birth (MM/DD/YYYY)] )
VAR DOB =
    DAY ( 'Table'[Date of Birth (MM/DD/YYYY)] )
VAR YearsTOR =
    LEFT ( 'Table'[Retirement Criteria ], 2 )
RETURN
    SWITCH (
        TRUE (),
        'Table'[Country] = "Germany",
            DATE ( YOB + YearsTOR, mob, DOB ) - 1,
        'Table'[Country] = "Switzerland", EOMONTH ( DATE ( YOB + YearsTOR, mob, DOB ), 0 ),
        'Table'[Country] = "France", DATE ( YOB + YearsTOR, 12, 31 ),
        'Table'[Region] = "Latin America",
            DATE ( YOB + YearsTOR, MOB, 1 ) - 1,
        'Table'[Country] = "Japan",
            IF ( MOB <= 6, DATE ( YOB + YearsTOR, 6, 30 ), DATE ( YOB + YearsTOR, 12, 31 ) ),
        'Table'[Country] = "China",
            DATE ( YOB + YearsTOR, mob, DOB ) - 1
    )

This can also be done using a intermidiate table where you have the requiremtns you can do the following:

The criterias I have used are:

PD - Previous Day
PM - Previous Month
EOS - End of Semester
EOM - End of Month
EOY - End of Year

Now add the following column to your original table:

RetirementDate_L =
VAR YOB =
    YEAR ( 'Table'[Date of Birth (MM/DD/YYYY)] )
VAR MOB =
    MONTH ( 'Table'[Date of Birth (MM/DD/YYYY)] )
VAR DOB =
    DAY ( 'Table'[Date of Birth (MM/DD/YYYY)] )
VAR YearsTOR =
    LOOKUPVALUE (
        'Retirement Criteria'[Retirement Criteria ],
        'Retirement Criteria'[Region], 'Table'[Region],
        'Retirement Criteria'[Country], 'Table'[Country],
        'Retirement Criteria'[Employee Type], 'Table'[Employee Type],
        'Retirement Criteria'[Gender], 'Table'[Gender],
        'Retirement Criteria'[Location], 'Table'[Location]
    )
VAR TYPETOR =
    LOOKUPVALUE (
        'Retirement Criteria'[Retirement day],
        'Retirement Criteria'[Region], 'Table'[Region],
        'Retirement Criteria'[Country], 'Table'[Country],
        'Retirement Criteria'[Employee Type], 'Table'[Employee Type],
        'Retirement Criteria'[Gender], 'Table'[Gender],
        'Retirement Criteria'[Location], 'Table'[Location]
    )
RETURN
    SWITCH (
        TYPETOR,
        "PD",
            DATE ( YOB + YearsTOR, mob, DOB ) - 1,
        "PM",
            DATE ( YOB + YearsTOR, MOB, 1 ) - 1,
        "EOS",
            IF ( MOB <= 6, DATE ( YOB + YearsTOR, 6, 30 ), DATE ( YOB + YearsTOR, 12, 31 ) ),
        "EOM", EOMONTH ( DATE ( YOB + YearsTOR, mob, DOB ), 0 ),
        "EOY", DATE ( YOB + YearsTOR, 12, 31 )
    )

Check PBIX file attach,