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krishnavzm
Frequent Visitor

Date column comparison based on Quarter

Hi All,

 

I'm new to PowerBI. I'm trying to compare two date coumns with Quarter no's. Please see the below table. I got the input as Actual Arrival Date and Expected Arrival Date. Then i can get the Quarter for the both the date.

 

Now My question is how can i get the Flag value and apply color coding for each case with Power BI Desktop

 

If Quarter-Actual Arrival Date = Quarter- Expected Arrival Date, Then Flag =1  - Green

If Quarter-Actual Arrival Date > Quarter- Expected Arrival Date, Then Flag =2 - Red

If Quarter-Actual Arrival Date < Quarter- Expected Arrival Date, Then Flag =3 - Dark Green

Actual Arrival Date     Quarter-Actual Arrival Date    Expected Arrival Date   Quarter- Expected Arrival Date   Flag
2021-05-18Q22021-05-26Q21
2021-04-16Q32021-03-12Q12
2021-07-06Q32021-10-18Q43

2021-07-01               Q3                                         2022-07-18                       Q3                                                 3

 

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @krishnavzm 

 

You can try the following methods.
Column:

Actual YQ = YEAR([Actual Arrival Date])&FORMAT([Actual Arrival Date],"q")
Expected YQ = YEAR([Expected Arrival Date])&FORMAT([Expected Arrival Date],"q")

Change the data format of the two columns from text to number.

vzhangti_1-1669016091527.png

Measure:

Flag = SWITCH(TRUE(),
SELECTEDVALUE('Table'[Actual YQ])=SELECTEDVALUE('Table'[Expected YQ]),1,
SELECTEDVALUE('Table'[Actual YQ])>SELECTEDVALUE('Table'[Expected YQ]),2,
3)

vzhangti_3-1669016461312.png

Color = SWITCH(TRUE(),
[Flag]=1,"Green",
[Flag]=2,"Red",
[Flag]=3,"Dark Green")

vzhangti_2-1669016429377.pngvzhangti_4-1669016502912.png

Result:

vzhangti_5-1669016527215.png

Is this the result you expect?

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

View solution in original post

4 REPLIES 4
v-zhangti
Community Support
Community Support

Hi, @krishnavzm 

 

You can try the following methods.
Column:

Actual YQ = YEAR([Actual Arrival Date])&FORMAT([Actual Arrival Date],"q")
Expected YQ = YEAR([Expected Arrival Date])&FORMAT([Expected Arrival Date],"q")

Change the data format of the two columns from text to number.

vzhangti_1-1669016091527.png

Measure:

Flag = SWITCH(TRUE(),
SELECTEDVALUE('Table'[Actual YQ])=SELECTEDVALUE('Table'[Expected YQ]),1,
SELECTEDVALUE('Table'[Actual YQ])>SELECTEDVALUE('Table'[Expected YQ]),2,
3)

vzhangti_3-1669016461312.png

Color = SWITCH(TRUE(),
[Flag]=1,"Green",
[Flag]=2,"Red",
[Flag]=3,"Dark Green")

vzhangti_2-1669016429377.pngvzhangti_4-1669016502912.png

Result:

vzhangti_5-1669016527215.png

Is this the result you expect?

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

 

FreemanZ
Super User
Super User

try to add a new column with the code below:

Flag =
IF (
    Data[Quarter-Actual Arrival Date] = Data[Quarter- Expected Arrival Date],
    1,
    IF (
        Data[Quarter-Actual Arrival Date] > Data[Quarter- Expected Arrival Date],
        2,
        3
    )
)
 
For the conditional coloring, please refer to this:
 

This will not work when we compare dates with 12/12/2021 and 12/12/2022, in my case both will come as Q4 and Q4 . So instead of value 3, I'm getting as 1.

you can enhance the quarter columns, e.g. by changing Q2 to 2021Q2 or 2022Q2, depending on the date column. The code shall still work.

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