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Anonymous's avatar
Anonymous
Not applicable
7 years ago
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DAX IF OR Filters Question

I am new to Power BI and am struggling through a filtering issue. I have three sets of data which I am using, Oppotunities, Commitments, and Payments. I am trying to filter a list of Opportunities that have been designated as "Declined" or "Withdrawn" but have either Commitments that are "Projected", "Withdrawn", or "Confirmed" or have Payments that are  "Projected", "Planned", or "Withdrawn". I initially tried to tackle this through the page level filters but that would only show me items that may have both Commitments and Payments that need to be closed not items that have Commitments that are closed but Payments that are open or vice versa. Any help is greatly appreciated!

  • Anonymous's avatar
    Anonymous
    7 years ago
    I was overthinking this. Was able to resolve my problem via the formula below. 
     
    Logic = IF('Payment'[Commitment.Commitment Stage] = "Withdrawn", AND('Payment'[Payment Stage] = Withdrawn", ))

1 Reply

  • Anonymous's avatar
    Anonymous
    Not applicable
    I was overthinking this. Was able to resolve my problem via the formula below. 
     
    Logic = IF('Payment'[Commitment.Commitment Stage] = "Withdrawn", AND('Payment'[Payment Stage] = Withdrawn", ))