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New Member

I want to create a conditional column from another table

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!

Super User
Super User

@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

Super User
Super User

Hi @timmerc 

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
Please show the expected outcome based on the sample data you provided.

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