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RadhakrishnaE's avatar
RadhakrishnaE
Frequent Visitor
4 years ago
Solved

Need DAX for below logic

Hi Team,   I need DAX for below logic. I have two tables 1. invoice 2.policy  Invoice table:  Inv No Role Polid INV1 Executive Pol1 INV2 Reprtesentative Pol2   Policy Table: ...
Need Help
  • Tahreem24's avatar
    Tahreem24
    4 years ago

    RadhakrishnaE  - Follow the below steps:

    Step 1:  First create a relation between both thos tables using Policy ID.

    Step 2: Then create a new calculated column like below:

    New Role = IF(RELATED('Policy Table'[Primary])="Y",'Invoice Table'[Role] &" - Primary",'Invoice Table'[Role] &" - Additional")
    Step 3: You'll get the output like below. Also attaching my PBIX file for your reference.
     
amitchandak's avatar
amitchandak
Super User
4 years ago

RadhakrishnaE , a new column like

 

new column =
var _1 = maxx(filter(Table2, Table1[polid] = table2[polid]),Table2[primary])
Var _2 = if(_1 ="Y", "Primary", "Additional")
return
left([Role],3) & " " & _2