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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 |
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
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
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?
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 |
Hi @Anonymous,
Could you please explain the logic of the output? Wht the Status required are all new?
Regards,
Frank
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)
Hi @Anonymous,
Kindly share your pbix. You can upload the file to dropbox and share the link here.
Regards,
Frank
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
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
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?
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