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Anonymous's avatar
Anonymous
Not applicable
7 years ago

Create a Calculated Column from Different Tables

Hi,   I have data as in the table below: I need period end dates (month end dates from jan to dec 2018). I was able to create a new table with the required dates. However for my further calculatio...
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Stachu's avatar
Stachu
Community Champion
7 years ago

you're missing few closing brackets and false value for IF, this should work

Column =
IF (
    AND (
        YEAR ( Table[LiveDate] ) = YEAR ( RELATED ( 'Table2'[PeriodEndDate] ) ),
        MONTH ( Table[LiveDate] ) = MONTH ( RELATED ( 'Table2'[PeriodEndDate] ) )
    ),
    "New",
    "Old"
)

if the code above doesn't work:

1) are both Table[LiveDate] and Table2[PeriodEndDate] of type date?
2) is there a relationship between the 2 tables?
3) can you share the sample of Table2 data?

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Hi Stachu,

 

this formula isn't working either. table 2 is a created table with following data:

 

The formula used is: Table 2 = FILTER(CALENDAR("01-01-2018",TODAY()),[Date]=EOMONTH([Date],0))

 

Date
31 January 2018
28 February 2018
31 March 2018
30 April 2018
31 May 2018
30 June 2018
31 July 2018
31 August 2018
30 September 2018

 

Using the formula you mentioned i am only getting new against the dates where live date is end of month. However what i need is this (the client live date of 26th oct is also a new client for october 2018)

Table 1

 

TodayLive dateClient IDActual statusStatus required
26-Oct30-SepA00034newnew
26-Oct26-Oct12303oldnew
26-Oct05-Oct12302oldnew
26-Oct28-Feb564735newnew
26-Oct01-Sep102538oldnew
26-Oct15-Sep109928oldnew
26-Oct31-Jul0928abcnewnew
26-Oct26-Oct1856XYoldnew
  • Stachu's avatar
    Stachu
    Community Champion
    7 years ago

    based on what you've written I'm not sure whether I get the requirement properly


    are the values in the column supposed to chagne depending on the month you select? if that's the case then it's not possible.
    you could show the customers which are new for a given month with a measure, but it's a different problem

     

    If the values in the column are static - do you mean to compare them with the real time date? e.g. using TODAY()? if that's the case then there is no need for the additional table

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi Stachu

       

      Apologies for too many complications.

       

      I have to create something similar to date parameter in Tableau. I need to report the client status at the end of every month. This includes opening and closing balances, new and lost clients etc.

       

      All fields are related to period end dates and live dates for the client. Eg:

      New clients = if(Live date = period end date, new)

      Opening balance = if(Live date = (period end date -1), balance)

      Closing balance = balance as on period end date etc.

       

      I’ll add a slicer in the end for users to see data for previous months and it should filter data specifically for that month.

       

      Steps I followed

      1. Created a new table with period end dates (that will remain static)

      2. Added another column for month and year of period end date

      3. Ceated a relationship to join month and year of period end date to month and year of live date

       

      Now, based on these steps, the data is not getting populated.

       

      Can you tell me a better and easy way to get right data.

       

      Thanks

      • Stachu's avatar
        Stachu
        Community Champion
        7 years ago

        I still don't get the  logic, it looks inconsistent to me

        you write:

        All fields are related to period end dates and live dates for the client. Eg:

        New clients = if(Live date = period end date, new)

        but in the table you posted:

        TodayLive dateClient IDActual statusStatus required
        26-Oct30-SepA00034newnew
        26-Oct26-Oct12303oldnew

        according to that table for the customer 12303 the status should be new, even though 26-Oct is not in an end date (31 Oct is)

        do you mean that when October is selected the flag should say "new" because client was added in the month of October?

        so does 'end date' mean full month?

         

        Opening balance = if(Live date = (period end date -1), balance)

        -1 means one month, not one day, right?

  • v-frfei-msft's avatar
    v-frfei-msft
    Community Support
    7 years ago

    Hi Anonymous,

     

    Could you please explain the logic of the output? Wht the Status required are all new?

     

    Regards,

    Frank

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      I need to categorise my data in differnt months. I would add a filter for period end date on my dashboard. So if my users want to take a look at the status at the end of october, they would select october and they would have filtered data available just for october. 

      For example this is what my dashboard looks like when october month is selected:

       

      New Clients30
      Lost Clients12
      Opening balance20000
      Closing Balance65000

       

      The data changes to this, when september is selected. An so on.

       

      New Clients10
      Lost Clients5
      Opening balance8000
      Closing Balance45000

       

      All fields here are calculated fields. How do i categorise my data in power BI? (Can easily do in excel and Tableau)

      • v-frfei-msft's avatar
        v-frfei-msft
        Community Support
        7 years ago

        Hi Anonymous，

         

        Kindly share your pbix. You can upload the file to dropbox and share the link here.

         

        Regards,

        Frank