Forum Discussion
Join or add column based on multiple date range and categories
Hey All,
I'm working with two tables that contain 44k rows of data from Dataverse and an API web call. One table has the customer information and the type of service they had during a period. The second is a table which shows all the data time entries by everyone.
CRM Data Verse
| Customer | StartDate | EndDate | ServiceType | ContractName |
| Customer A | 12/04/2018 | 12/04/2019 | Service Type 1 | Contract 1 |
| Customer B | 12/07/2018 | 12/07/2019 | Service Type 1 | Contract 2 |
| Customer A | 13/06/2018 | 13/06/2022 | Service Type 2 | Contract 3 |
API
| Agent | ServiceType | Customer | Creation Date | TimeSpent |
| Agent A | Service Type 1 | Customer A | 22/04/2018 | 150 |
| Agent B | Service Type 2 | Customer A | 14/06/2020 | 160 |
| Agent A | Service Type 1 | Customer B | 13/07/2019 | 5 |
I created a list first, which on query editor works as expected, but it's ridiculously slow to load on refresh as it's almost manually checking on each 44k row.
List.First(
Table.SelectRows(
Contract,
(r) =>
r[StartDate] < [CreatedDate]
and
r[EndDate] > [CreatedDate]
and
r[Customer] = [Customer]
and
r[ServiceType] = [ServiceType]
)[ContractName]
)
Is there a way to add a column to the second table on the data model based on multiple conditions between X date that matches multiple columns and returns a string value that's a quicker way to join? Like the below?
API
| Agent | ServiceType | Customer | Creation Date | TimeSpent | ContractName |
| Agent A | Service Type 1 | Customer A | 22/04/2018 | 150 | Contract 1 |
| Agent B | Service Type 2 | Customer A | 14/06/2020 | 160 | Contract 2 |
| Agent A | Service Type 2 | Customer B | 13/07/2019 | 5 | Contract 3 |
| Agent B | Service Type 1 | Customer A | 23/07/2018 | 100 | Contract 1 |
- Anonymous4 years ago
Hi RafDelgado ,
Please have a try.
Create a measure.
Measure = CALCULATE ( MAX ( TableA[ContractName] ), FILTER ( ALL ( TableA ), TableA[ServiceType] = SELECTEDVALUE ( API[ServiceType] ) && TableA[Customer] = SELECTEDVALUE ( API[Customer] ) ) )Or a column.
column = CALCULATE ( MAX ( TableA[ContractName] ), FILTER ( ( TableA ), TableA[ServiceType] = EARLIER ( API[ServiceType] ) && TableA[Customer] = EARLIER ( API[Customer] ) ) )Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
1 Reply
- AnonymousNot applicable
Hi RafDelgado ,
Please have a try.
Create a measure.
Measure = CALCULATE ( MAX ( TableA[ContractName] ), FILTER ( ALL ( TableA ), TableA[ServiceType] = SELECTEDVALUE ( API[ServiceType] ) && TableA[Customer] = SELECTEDVALUE ( API[Customer] ) ) )Or a column.
column = CALCULATE ( MAX ( TableA[ContractName] ), FILTER ( ( TableA ), TableA[ServiceType] = EARLIER ( API[ServiceType] ) && TableA[Customer] = EARLIER ( API[Customer] ) ) )Best Regards
Community Support Team _ Polly
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.