I want to create a conditional column from another table

[timmerc]

Hello, I am newer to using power BI. Here's what I want to do.

Table A contains safety incidents that occurred. Each row is an injury with a dateTimeIncident column, which contains the date + time of the incident.

Table B defines fiscal periods, with each row containing the fiscal period name (ex. May) and a fiscalperiodstartdate column, with a fiscalperiodenddate. 

I want to add a column to Table A that contains the name of the fiscal period, based off the incident date falling into the date range of the fiscal period begin and end date from table B.

I think the only way to do this is with power query, but I would love to hear if there's a simpler way to do this... I currently don't have any relationships between table A and B. 

Please let me know if you need any more information from me!

[amitchandak · Accepted solution]

@timmerc . You can create a new column in table A

Fiscal Period = maxx(filter(TableB, TableA[Date]>=TableB[Start Date] && TableA[Date]>=TableB[End Date] ), TableB[Fiscal period])

refer 4 ways (related, relatedtable, lookupvalue, sumx/minx/maxx with filter) to copy data from one table to another
https://www.youtube.com/watch?v=Wu1mWxR23jU
https://www.youtube.com/watch?v=czNHt7UXIe8

[Ritaf1983]

Hi @timmerc 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523