DAX - IF Field Time Matches specific value

[WV]

Hi,

I am trying to do an if statement in DAX. I want to say if the date is = 2018, then use this other calculation, else do another separate calculation. The data starts in 2018 and the rules change for every year after that. So I need one set of logic to sum the 2018 and another for everything after. I am doing this for Tax purposes and we always need a beginning balance to calculate down to an ending balance. Which will become the beginning balance the following year. 

Though the initial validation step in the if statement where I say "if time period equals 2018" it does not like the syntax. I can use the same exact syntax in a Calculate SUM formula - and the Year (xxxxxxx) ="2018" works fine.

What I am seeing is below. I call out the table and field, ask it to look at only the year, then validate. It works in one context but not the other.

E&P Ending Balance =

IF(Year('Master_TB_FC Detail'[Time Period]) = 2018, 

// CALCULATE (

//     SUM ( 'Master_TB_FC Detail'[TB Amounts] ),

//     FILTER ( 'Master_TB_FC Detail', Year('Master_TB_FC Detail'[Time Period]) = 2018

// )))))))))

I have no idea why in the context of the If statement that is failing. The time period field is formatted as a date.

Any help here is greatly appreciated.

Thanks,

WV

[v-chenwuz-msft · Accepted solution]

Hi @WV ,

You need get one date value from the field first for year(). Try this:

IF(Year(max(Master_TB_FC Detail'[Time Period])) = 2018, 

Best Regards

Community Support Team _ chenwu zhu

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.