Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Look up using date range

I know this has been covered a bunch of times. But I can't seem to understand exactly how to set it up. Essentially I have an expense report, and I want to do a look up by employee number to see what...
Need Help
  • MFelix's avatar
    MFelix
    7 years ago

    Hi Anonymous ,

     

    My error forget to change all the names that I used in my example this should do the trick:

     

    Job title =
CALCULATE (
    FIRSTNONBLANK ( 'Employee Dynamic'[Job Title]; 1 );
    FILTER (
        ALL (  'Employee Dynamic' );
         'Employee Dynamic'[EmployeNumber] = 'Travel 2019'[Employee]
            && 'Employee Dynamic'[Date Start] <= 'Travel 2019'[Date]
            && 'Employee Dynamic'[Date End] >= 'Travel 2019'[Date]
    )
)


Budget Group = 
CALCULATE (
    FIRSTNONBLANK ( 'Employee Dynamic'[Budget Group]; 1 );
    FILTER (
        ALL (  'Employee Dynamic' );
         'Employee Dynamic'[EmployeNumber] = 'Travel 2019'[Employee]
            && 'Employee Dynamic'[Date Start] <= 'Travel 2019'[Date]
            && 'Employee Dynamic'[Date End] >= 'Travel 2019'[Date]
    )
)

    Regards,

    MFelix

jtownsend21's avatar
jtownsend21
Responsive Resident
7 years ago

I was afraid that would happen. Basically it's a many to many relatinoship and it can't figure out what to do. 

Try this. 

IF(
    DATESBETWEEN(
        'ExpenseTable'[Date],
        'EmployeeTable'[Date Start],
        'EmployeeTable'[Date End]
    ),
    CALCULATE(
        LOOKUPVALUE(
            'EmployeeTable'[Job Title],
            'EmployeeTable'[EmployeeNumber],
            'ExpenseTable'[Employee Number]
        )
    )
)
Anonymous's avatar
Anonymous
Not applicable
7 years ago

jtownsend21 

Why are date start and date end greyed out? Is it because it's the whole column instead of a set date? Same with employee number in the travel sheet.

 

It keeps giving me errors :smileysad:

 

-Michael

  • jtownsend21's avatar
    jtownsend21
    Responsive Resident
    7 years ago

    Yes, that is correct. I wasn't thinking about that. It needs some agregation, but  you can't use one. So that solution wont work. 

     

    THe other solution is closer. I think you will need to use a filter expression, but not sure. I am actually heading out for the day, so you will have to post it to the forum, or I can take a look again on Monday. 

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Don't worry about it Jtown I'm going to be out all next week. Going to California for vacation. (Much needed) While I will still work on it for the rest of the day, once it's over I am getting out of here!

       

      -Michael

      • MFelix's avatar
        MFelix
        Super User
        7 years ago

        Hi Anonymous ,

         

        Try adding the following two columns:

         

        Job title =
CALCULATE (
    FIRSTNONBLANK ( 'Employee Dynamic'[Job Title]; 1 );
    FILTER (
        ALL ( Budget );
        Budget[EmployeNumber] = 'Travel 2019'[Employee]
            && 'Employee Dynamic'[Date Start] <= 'Travel 2019'[Date]
            && 'Employee Dynamic'[Date End] >= 'Travel 2019'[Date]
    )
)


Budget Group = 
CALCULATE (
    FIRSTNONBLANK ( 'Employee Dynamic'[Budget Group]; 1 );
    FILTER (
        ALL ( Budget );
        Budget[EmployeNumber] = 'Travel 2019'[Employee]
            && 'Employee Dynamic'[Date Start] <= 'Travel 2019'[Date]
            && 'Employee Dynamic'[Date End] >= 'Travel 2019'[Date]
    )
)

        Believe the naming of columns is correct should work as expected.

         

        Regards,

        MFelix