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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:
Polid | Primary |
Pol1 | Y |
Pol2 | N |
I am expecting below result
like : If primary flag is “Y” for any rep/exec, show Rep – primary or Exec – primary and if flag is “N”, show Rep – additional or Exec – additional.
polid | invno | Role |
Pol1 | Inv1 | Exe - Primary |
Pol2 | Inv2 | Rep- additional |
Thanks in Advance.
Solved! Go to Solution.
@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:
@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:
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".
@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
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