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WV
Frequent Visitor

DAX - IF Field Time Matches specific value

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.

 

WV_0-1662584564860.png

 

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

1 ACCEPTED SOLUTION
v-chenwuz-msft
Community Support
Community Support

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.

View solution in original post

1 REPLY 1
v-chenwuz-msft
Community Support
Community Support

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.

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