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mterry's avatar
mterry
Helper V
3 years ago
Solved

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. 

  • 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

2 Replies

  • 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

    • mterry's avatar
      mterry
      Helper V

      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?