Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Shape the future of the Fabric Community! Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions. Take survey.

Reply
mterry
Helper V
Helper V

Merging with criteria

I have a table with financial information that has multiple dates in it, and another table with conversion rates by month that I would like to merge to the financial table. The problem is that I would like to use some conditions for merging: if there is a project end date in the finance table, then I'd like to use that month for the conversion, otherwise I'd like to use the most recent conversion rate available. What's the most efficient way to do that that will update with data refreshes? Thanks in advance. 

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@mterry , In such case we create a calculated column

new column in table 1
=
var _date = maxx(filter(Table2, table2[Date] <= table1[Date]), Table2[Date])
return
maxx(filter(Table2, table2[Date] =_date), Table1[Exchange Rate])

 

we can add more condition like from currency , to currency

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@mterry , In such case we create a calculated column

new column in table 1
=
var _date = maxx(filter(Table2, table2[Date] <= table1[Date]), Table2[Date])
return
maxx(filter(Table2, table2[Date] =_date), Table1[Exchange Rate])

 

we can add more condition like from currency , to currency

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here

Ok thanks for the reply, I'll try that. Would creating a calculated column make more sense than a DAX measure to achieve the same thing?

Helpful resources

Announcements
November Carousel

Fabric Community Update - November 2024

Find out what's new and trending in the Fabric Community.

Dec Fabric Community Survey

We want your feedback!

Your insights matter. That’s why we created a quick survey to learn about your experience finding answers to technical questions.