Need help with DAX formula

Question

Hello All,I have a table as follows ( the actual table is thousands of records, and UserIDs may appear many times with different contract end dates). There are only 3 options for the Action column.&nbsp;UserID&nbsp; ContractEndDate&nbsp; &nbsp; &nbsp; &nbsp;Action&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; IsExpired8888&nbsp; &nbsp; &nbsp; 1/1/2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Onboard&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; True8888&nbsp; &nbsp; &nbsp; 1/1/2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Offboard&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; True8888&nbsp; &nbsp; &nbsp; 1/1/2019&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Contract Extension&nbsp; &nbsp; &nbsp;True&nbsp;I have found the latest contract end date and determined if it is true or not. What I need to do now is determine if the UserID with the expired contract end date (CED) has an action of Offboard in one of the CED records. If it does not then that UserID should be sent to a calculated table for reporting.

anonymous · Answer

Hi&nbsp;bvilten&nbsp;Not sure I get you.But, one option is to create a flag column and then filter according to it.Column = if(Table1[Action] = "Offboard",1,0)&nbsp;Then:

bvilten · Answer

Hello&nbsp;Anonymous&nbsp;,&nbsp;Thank you for responding. I'm not surprised you aren't getting me. I'm not sure my self ;-). Let me try again. What I am trying to get at is this.&nbsp;Find all records for each d#, find each of last contract end date, search for "offboard" action within records containing last contract end date. If not found and last contract end date is expired then report record.

bvilten · Answer

I have come up with the following formula:

ToBeChecked = IF(AND(OnOffboardingManagement[IsCEDExpired] = TRUE, ISBLANK(OnOffboardingManagement[ActualEndDate])),"Check","Varified")

Which works to a point. The problem is that I have both a record that fits the check scenerio, and a record that fits the Varified scenerio. If I get a hit on Varified then all other records for that UserID should be skipped.

anonymous · Answer

bvilten&nbsp;Sorry. still not getting you, and I am guessing that others as well.I suggest you will give an example of your original data set and the expected results, after manipulation of DAX script or other functionalities.Cheers!

bvilten · Answer

Anonymous&nbsp;, One mor try then :-)In the Before table you will find that only the UserIDa 888889 and 888891 meet the "need to verify" criteria which is:If a LCED is expired and there is no Offboard action for any of the records matching the LCED it must be varified. There has since been added an AED column which could be used as well.&nbsp; We match on the UserID and the LCED then look for either an AED or an Offboard action in the returned group.&nbsp;&nbsp;BEFORE Processing&nbsp;&nbsp;&nbsp;&nbsp;AFTER Processing&nbsp;&nbsp;last contract end date&nbsp;actual end date&nbsp;&nbsp;&nbsp;&nbsp;UserIDLCEDACTIONEXPIREDAED&nbsp;UserIDLCEDACTIONEXPIRED8888881/1/2019OnboardExpired&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888892/2/2019OnboardExpired&nbsp;&nbsp;8888892/2/2019VerifyExpired8888903/3/2019CEExpired&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888914/4/2019OnboardExpired&nbsp;&nbsp;8888914/4/2019VerifyExpired8888925/5/2019OnboardValid&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888936/6/2019CEValid&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888947/7/2019OnboardValid&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888958/8/2019OnboardValid&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888969/9/2019OnboardValid&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888881/1/2019OffboardExpired1/1/2019&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888892/2/2019CEExpired&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888903/3/2019OffboardExpired3/3/2019&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8888914/4/2019CEExpired&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;

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Need help with DAX formula

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