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RadhakrishnaE's avatar
RadhakrishnaE
Frequent Visitor
4 years ago
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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.
     
selimovd's avatar
selimovd
Most Valuable Professional
4 years ago

Hey RadhakrishnaE ,

 

I guess the two tables are connected with a relationship. If that's the case, the following measure should do it:

 

 

RoleNew =
IF(
    MAX( Policy[Primary] ) = "Y",
    "Rep – primary",
    "Rep – additional"
)

 

 

Here I check if the Primary is "Y" and if yes return "primary", otherwise "additional".

 

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍
 
Best regards
Denis