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rachaelwalker's avatar
rachaelwalker
Resolver III
4 years ago
Solved

Pulling Dates from another table with IF statement

I need help with a formula. I have two tables. My Quote table needs to pull the Expected_Close_Date from my Opportunity table based on matching Opportunity IDs. It has a one-to-many relationship beca...
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  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi rachaelwalker ,

    How about something like:

    Expected_Close_Date (in Quote Table) =
VAR _Expected_Close_Date =
    LOOKUPVALUE (
        'Opportunity Table'[Expected_Close_Date],
        'Opportunity Table'[OppID], 'Quote Table'[OppID]
    )
VAR _Result =
    IF (
        ISBLANK ( _Expected_Close_Date ),
        'Opportunity Table'[insert some date field here],
        _Expected_Close_Date
    )
RETURN
    _Result



Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi rachaelwalker ,

How about something like:

Expected_Close_Date (in Quote Table) =
VAR _Expected_Close_Date =
    LOOKUPVALUE (
        'Opportunity Table'[Expected_Close_Date],
        'Opportunity Table'[OppID], 'Quote Table'[OppID]
    )
VAR _Result =
    IF (
        ISBLANK ( _Expected_Close_Date ),
        'Opportunity Table'[insert some date field here],
        _Expected_Close_Date
    )
RETURN
    _Result



  • rachaelwalker's avatar
    rachaelwalker
    Resolver III
    4 years ago

    This worked! Thank you

  • SUMESHKUMAR22's avatar
    SUMESHKUMAR22
    Helper IV
    4 years ago

    Hi Anonymous , KNP ,
    In the above problem statement if the relationship has been many-many & I need to pull the text column (e.g. Person name) instead of Expected close date then what dax approach should we take?

    Thaks in Advance,