Help with the dax Formula- ApprovedStdCost

Hi ashmitp869 ,
You would need to change your DAX code to get the desired result 

(If your FY column is numeric like 2025, change the "FY25" filter accordingly.)

DAX
ApprovedStdCost :=
CALCULATE (
    SUMX (
        Plan_DailyPlanHoursResourceVersion,
        VAR StdHours     = Plan_DailyPlanHoursResourceVersion[ApprovedStdHours]
        VAR ResourceType = Plan_DailyPlanHoursResourceVersion[ResourceType]
        VAR ProjectId    = Plan_DailyPlanHoursResourceVersion[ProjectId]

        -- Equipment rate (as-is)
        VAR EquipRate = RELATED ( Core_ProjectEquipment[UnitCost] )

        -- From BT (as-is)
        VAR BTKey              = Plan_DailyPlanHoursResourceVersion[Key]
        VAR DefaultRateCodeId  = LOOKUPVALUE ( BT[DefaultProjectRateCodeId], BT[Key], BTKey )
        VAR CraftDesc          = LOOKUPVALUE ( BT[Craft], BT[Key], BTKey )
        VAR MatchRateCodeDesc  = CraftDesc & " BASE"

        -- Row’s joined description (may be blank)
        VAR PRCD = RELATED ( Core_ProjectRateCode[ProjectRateCodeDescription] )

        -- Normal resolution (your existing paths)
        VAR StdRate_RateCode :=
            CALCULATE (
                MAX ( Core_ProjectRateCode[StraightTimeRate] ),
                KEEPFILTERS ( Core_ProjectRateCode[ProjectRateCodeId] = DefaultRateCodeId )
            )

        VAR StdRate_Craft :=
            CALCULATE (
                MAX ( Core_ProjectRateCode[StraightTimeRate] ),
                KEEPFILTERS ( Core_ProjectRateCode[ProjectRateCodeDescription] = MatchRateCodeDesc )
            )

        VAR StdRate_Emp = RELATED ( Core_ProjectEmployee[StraightTimeRate] )

        -- *** Special override: Project = 1 AND PRCD blank -> force FY25 rate ***
        VAR StdRate_FY25_Override :=
            IF (
                ProjectId = 1 && ( ISBLANK ( PRCD ) || PRCD = "" ),
                CALCULATE (
                    MAX ( Core_ProjectRateCode[StraightTimeRate] ),
                    REMOVEFILTERS ( Core_ProjectRateCode ),
                    -- Prefer explicit RateCodeId if we have it; else match by craft "BASE"
                    KEEPFILTERS (
                        IF (
                            NOT ISBLANK ( DefaultRateCodeId ),
                            Core_ProjectRateCode[ProjectRateCodeId] = DefaultRateCodeId,
                            Core_ProjectRateCode[ProjectRateCodeDescription] = MatchRateCodeDesc
                        )
                    ),
                    Core_ProjectRateCode[FiscalYear] = "FY25"   -- change to 2025 if numeric
                )
            )

        -- Final resolved straight time rate
        VAR StdRate :=
            COALESCE (
                StdRate_FY25_Override,                   -- override first when applicable
                IF ( NOT ISBLANK ( DefaultRateCodeId ), StdRate_RateCode ),
                StdRate_Craft,
                StdRate_Emp,
                0
            )

        RETURN
            SWITCH (
                TRUE (),
                ResourceType = "Equipment", StdHours * EquipRate,
                ResourceType = "Labor",     StdHours * StdRate,
                0
            )
    ),
    Plan_DailyPlanHoursResourceVersion[DailyPlanStatusDescription] = "Approved"
)

Things to be noted : 
1. FiscalYear type: If Core_ProjectRateCode[FiscalYear] is numeric (2025), replace "FY25" with 2025.
2. Relationships: This assumes Plan_DailyPlanHoursResourceVersion → Core_ProjectRateCode and → Core_ProjectEmployee relationships are active so RELATED() works.
3. Craft “BASE” rows: Ensure rows like "Delivery Manager BASE" exist in Core_ProjectRateCode for FY25; otherwise the fallback becomes the employee rate.
4. If you need the override to consider effective dates instead of FiscalYear, swap in date filters inside the CALCULATE() that builds StdRate_FY25_Override.

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Hi ashmitp869,

I would also take a moment to thank GrowthNatives  , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
 

I wanted to check if you had the opportunity to review the information provided. Please feel free to contact us if you have any further questions.

Regards,
Community Support Team.