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I have the below Model.
In the 'App List' table there are 2 dates 'Application Date' and 'Fund Date'. If an application goes in 02/10/2023 and is funded 02/13/2023 those will be the dates.
I wanted to create a filter for 'funded' and 'not funded'.
I did this by creating the 'Funded' column in 'App List' as you can see below.
Funded =
IF(
ISBLANK('App List'[Fund Date]),
"Not Funded",
"Funded"
)
My problem is that this relationship defaults to the 'Application Date' to 'DateKey.Date' and I cannot get the USERELATIONSHIP function to work as I have done previously. This throws off all of my time based statistics. IE if I say apps funded in the last 3 months it goes back to the application date of the app which cuts off a few days.
Here is an example of using this relationship on a different field:
funded_count = CALCULATE(COUNT('App List'[Fund Date])
,USERELATIONSHIP( DateKey[Date], 'App List'[Fund Date]))
I have tried many different options but to save space I will only include a few:
Funded =
CALCULATE(
IF(
ISBLANK(MIN('App List'[Fund Date])),
"Not Funded",
"Funded"
),
USERELATIONSHIP(DateKey[Date], 'App List'[Fund Date])
)
Funded =
IF(
ISBLANK('App List'[Fund Date]),
"Not Funded",
IF(
USERELATIONSHIP(DateKey[Date], 'App List'[Fund Date]),
"Funded",
"Not Funded"
)
)
I am open to a completely different approach as my goal is simply to create a checkbox.
Here is a snippet of the table contents. There are many fields that are blank unless the app is funded as you can see.
Try this, I think you had formula correct except the minor change:
funded_count = CALCULATE(COUNT('App List'[Fund Date])
,USERELATIONSHIP( 'App List'[Fund Date], DateKey[Date] ))
Check this one:
https://www.sqlbi.com/articles/userelationship-in-calculated-columns/
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