I am new to Power Bi and DAX, so I am trying to write a calculated column to get the results of end date column in Table2. As an initial attempt, I created the below calculated columns in Table 2. The below calculated column dont take into consideration the status of an opportunity, like it puts now for all opportunities.. Am not getting the bold records in Table 2 as required
End date = IF(ISBLANK(LOOKUPVALUE(Table2[createdon],Table2[Id],Table2[Id],Table2[Rank],
Table2[Rank]+1))
,NOW()
,LOOKUPVALUE(Table2[createdon],Table2[Id],Table2[Id],Table2[Rank],Table2[Rank]+1))
Rank = COUNTROWS( FILTER(
Table2,
Table2[id]<>""&&
Table2[id]=EARLIER(Table2[id])&&
Table2[createdon]<EARLIER(Table2[createdon]) ) )+1
OppTable
Opp id | status | close date |
1 | lost | 5-7-2016 |
2 | open | 5-9-2015 |
3 | won | 10-5-2016 |
Table2 Table
Id | stage | createdon | enddate | Rank |
1 | prospect | 1-1-2016 | 2-1-2016 | 1 |
1 | qualify | 2-1-2016 | 5-7-2016( close date from Opptable) | 2 |
2 | prospect | 3-1-2016 | 4-1-2016 | 1 |
2 | qualify | 4-1-2016 | 5-1-2016 | 2 |
2 | develop | 5-1-2016 | NOW DAte | 3 |
3 | Prospect | 6-1-2016 | 7-1-2016 | 1 |
3 | Qualify | 7-1-2016 | 8-1-2016 | 2 |
3 | develop | 8-1-2016 | 10-5-2016( close date from Opptable) | 3 |
Solved! Go to Solution.
Hi @myou,
In this scenario, you should be able to use RELATED function to a related value from another table. The formula below is for your reference.
End date = IF ( ISBLANK ( LOOKUPVALUE ( Table2[createdon], Table2[Id], Table2[Id], Table2[Rank], Table2[Rank] + 1 ) ), IF ( RELATED ( OppTable[status] ) = "lost" || RELATED ( OppTable[status] ) = "won", RELATED ( OppTable[close date] ), NOW () ), LOOKUPVALUE ( Table2[createdon], Table2[Id], Table2[Id], Table2[Rank], Table2[Rank] + 1 ) )
Note: Make sure you have created the relationship for the two tables with the Id column like below.
Regards
Hi @myou,
In this scenario, you should be able to use RELATED function to a related value from another table. The formula below is for your reference.
End date = IF ( ISBLANK ( LOOKUPVALUE ( Table2[createdon], Table2[Id], Table2[Id], Table2[Rank], Table2[Rank] + 1 ) ), IF ( RELATED ( OppTable[status] ) = "lost" || RELATED ( OppTable[status] ) = "won", RELATED ( OppTable[close date] ), NOW () ), LOOKUPVALUE ( Table2[createdon], Table2[Id], Table2[Id], Table2[Rank], Table2[Rank] + 1 ) )
Note: Make sure you have created the relationship for the two tables with the Id column like below.
Regards
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