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Anonymous's avatar
Anonymous
Not applicable
8 years ago
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Lookup by date

I'm trying to move an Excel report to Power Bi, I'm pretty much done but 1 part about a people roster, I'm working with a SharePoint list where I save Quality Evaluations on a daily basis, the employ...
  • v-frfei-msft's avatar
    8 years ago

    Hi Anonymous,

     

    We can take the following steps to meet your requirement.

     

    1.In power query, we need to remove the Name column and create a new table based on the unique Employye ID using the formula.

     

    Table = DISTINCT(ALL(Table1))

     

    2.Then create the relationship between the two tables.

     

     

    3.Then I create a calculated column using the formula as below to get the result as we excepted.

     

    Gruop2 = IF(DATEDIFF(DATE(2018,07,01),Table2[Evaluation date],DAY)>0 &&DATEDIFF(DATE(2018,07,15),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/1/2018]),IF(DATEDIFF(DATE(2018,07,15),Table2[Evaluation date],DAY)>0 && DATEDIFF(DATE(2018,07,27),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/15/2018]),IF(DATEDIFF(DATE(2018,07,27),Table2[Evaluation date],DAY)>0 &&DATEDIFF(DATE(2018,08,01),Table2[Evaluation date],DAY)<0,RELATED('Table'[7/27/2018]),RELATED('Table'[8/1/2018]))))

     

     

     

    For more details, please check the pbix as attached.

     

    https://www.dropbox.com/s/cvbou176d64tblw/Lookup%20by%20date3.pbix?dl=0

     

    Regards,

    Frank