Forum Discussion

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

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

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