Forum Discussion

MojoGene's avatar
MojoGene
Post Patron
6 years ago
Solved

SWITCH with multiple criteria

I have been struggling with this for a while, but I cannot make progress. The organization has matters that are billed on a Monthly, Bi-Monthly or Quarterly basis, so on the 1st of any given month...
Need Help
  • MFelix's avatar
    MFelix
    6 years ago

    The DATE formula ask for:
    YEAR, MONTH and DAY you are always putting today you don't neeed that.

    Replace all of the MONTH( DATE(TODAY(), TODAY(), TODAY())) by simply

    MONTH (TODAY())

     

    Also to simplyfy you measure try the following code:

     

    BillFrq =
VAR Month_Selection =
    MONTH ( TODAY () )
RETURN
    SWITCH (
        TRUE (),
        CONTAINS ( Matters, Matters[BillFreq], "Monthly" ), "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "B1" )
            && Month_Selection IN { 1, 3, 5, 7, 9, 11 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "B2" )
            && Month_Selection IN { 2, 4, 6, 8, 10, 12 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q1" )
            && Month_Selection IN { 1, 4, 7, 10 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q2" )
            && Month_Selection IN { 2, 5, 8, 11 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q3" )
            && Month_Selection IN { 3, 5, 8, 12 }, "Due for billing this month",
        "Not due for billing"
    )

     

    Also check the months within each of the in

MFelix's avatar
MFelix
Super User
6 years ago

Hi MojoGene ,

 

The first parameter of a switch funcion is the expression so the value you want to compare alonside with the rest of the values in your case you are making it :

CONTAINS ( Matters, Matters[BillFreq], "Monthly" )

And then you are placing the 

"Due for billing this month"

 

In this case you are making the comparision believe that the second part is what you want to return not compare so you need to redo your measure to something similar to this.

 

BillFrq =
SWITCH (
    TRUE (),
    CONTAINS ( Matters, Matters[BillFreq], "Monthly" ), "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "B1" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "9"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "B2" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "6"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "Q1" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "1"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "4"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "7"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "10", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "Q2" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "2"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "11", "Due for billing this month",
    CONTAINS ( Matters, Matters[BillFreq], "Q3" )
        && MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "3"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "5"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "8"
        || MONTH ( DATE ( TODAY (), TODAY (), TODAY () ) ) = "12", "Due for billing this month",
    "Not due for billing"
)

 

 

MojoGene's avatar
MojoGene
Post Patron
6 years ago

Miguel:

Thanks for the assistance, but here is the error I am getting with your suggestion:

 

 
  • MFelix's avatar
    MFelix
    Super User
    6 years ago
    You are calculating months so ypu need to add numbers take the "" from the numbers you have in your formula.
    • MojoGene's avatar
      MojoGene
      Post Patron
      6 years ago

      Miguel:

       

      I fixed that problem, but still get this:

      • MFelix's avatar
        MFelix
        Super User
        6 years ago

        The DATE formula ask for:
        YEAR, MONTH and DAY you are always putting today you don't neeed that.

        Replace all of the MONTH( DATE(TODAY(), TODAY(), TODAY())) by simply

        MONTH (TODAY())

         

        Also to simplyfy you measure try the following code:

         

        BillFrq =
VAR Month_Selection =
    MONTH ( TODAY () )
RETURN
    SWITCH (
        TRUE (),
        CONTAINS ( Matters, Matters[BillFreq], "Monthly" ), "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "B1" )
            && Month_Selection IN { 1, 3, 5, 7, 9, 11 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "B2" )
            && Month_Selection IN { 2, 4, 6, 8, 10, 12 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q1" )
            && Month_Selection IN { 1, 4, 7, 10 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q2" )
            && Month_Selection IN { 2, 5, 8, 11 }, "Due for billing this month",
        CONTAINS ( Matters, Matters[BillFreq], "Q3" )
            && Month_Selection IN { 3, 5, 8, 12 }, "Due for billing this month",
        "Not due for billing"
    )

         

        Also check the months within each of the in