Create a Calculated Column from Different Tables

[Anonymous]

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 calculations, I need to match my live date in existing data to calculated period end date.

For example, if I need to know who my new client for a particular month is, so I will use the logic:

=If(Table1[livedate] = table2[period end date], “new”)

ISSUE: The formula bar doesn’t let me use table 2 data and I am unable to create any further column or measure. I have created the relationships between 2 feilds and still isnt working (This can easily be done in Tableau by creating a parameter). Can someone please help!.

Thanks in advance.

Today	Live date	Client ID
30-Oct	01-Sep	A00034
30-Oct	26-Oct	12303
30-Oct	26-Oct	12302
30-Oct	25-Oct	564735
30-Oct	01-Sep	102538
30-Oct	01-Sep	109928
30-Oct	01-Sep	0928abc
30-Oct	26-Oct	1856XY

[Stachu]

if there is a join between the tables (e.g. 1:1, 1:many) you can reference them with:
RELATED when referring to the 1

RELATEDTABLE when referring to the many

[Anonymous]

Hi @Stachu,

I'll rephrase my statement.

I need to match year and month of live date and period end date. I am using the following formula (using related function) but it is not populating any data.

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

Can't find the error

[Stachu]

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]

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

Today	Live date	Client ID	Actual status	Status required
26-Oct	30-Sep	A00034	new	new
26-Oct	26-Oct	12303	old	new
26-Oct	05-Oct	12302	old	new
26-Oct	28-Feb	564735	new	new
26-Oct	01-Sep	102538	old	new
26-Oct	15-Sep	109928	old	new
26-Oct	31-Jul	0928abc	new	new
26-Oct	26-Oct	1856XY	old	new

[v-frfei-msft]

Hi @Anonymous,

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

Regards,

Frank

[Anonymous]

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 Clients	30
Lost Clients	12
Opening balance	20000
Closing Balance	65000

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

New Clients	10
Lost Clients	5
Opening balance	8000
Closing Balance	45000

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]

Hi @Anonymous，

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

Regards,

Frank

[Stachu]

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]

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]

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:

Today	Live date	Client ID	Actual status	Status required
26-Oct	30-Sep	A00034	new	new
26-Oct	26-Oct	12303	old	new

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?