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DJJR's avatar
DJJR
Frequent Visitor
4 years ago
Solved

Translating an Excel, multi-table, filter formula into a Power BI Table

At our office, we use about 20 standard ID's and Ive been tracking who uses them in an Excel Dashboard.  The ID's are checked in and out by a supervisor in a spreadsheet, so it was simple to create f...
  • AlexisOlson's avatar
    AlexisOlson
    4 years ago

    Try this:

    AuditorName =
    VAR _Date = 'DPMO Summary'[Date]
    VAR _ID = 'DPMO Summary'[Auditor ID]
    RETURN
        CALCULATE (
            MAX ( WWID[Name] ),
            REMOVEFILTERS (),
            WWID[WWID] = _ID,
            WWID[Issue Date] <= _Date,
            WWID[Return Date] >= _Date
        )

     

    To get the Picker name, just change the _ID variable to reference the Picker ID column.

  • AlexisOlson's avatar
    AlexisOlson
    4 years ago

    The most intuitive way would to explicitly check for a blank:

    AuditorName =
    VAR _Date = 'DPMO Summary'[Date]
    VAR _ID = 'DPMO Summary'[Auditor ID]
    VAR _Name =
        CALCULATE (
            MAX ( WWID[Name] ),
            REMOVEFILTERS (),
            WWID[WWID] = _ID,
            WWID[Issue Date] <= _Date,
            WWID[Return Date] >= _Date
        )
    RETURN
        IF ( ISBLANK ( _Name ), _ID, _Name )

     

    You could also use COALESCE for the final line

    COALESCE ( _Name, _ID )