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

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

      • MojoGene's avatar
        MojoGene
        Post Patron
        6 years ago

        Miguel

         

        I replaced those MONTH values, but still getting the TRUE/FALSE vs. Text comparison error: