Catagorize by date range

[AGhyst]

Hi Everyone. 

This is making me crazy and I'm sure it is simple but I can't see it.  I have to put every invoice into a category of tariff based on the date of the invoice/credit. 

I've done this several ways but can't get it working right and I don't think it would work in DAX because it needs to run through 3M+ rows.

This is my most recent rendition

if [Tariff_Category]="NONE"
or [Tariff_Category]="EU_SKU"
or Date.From[TariffDate_Created] < #date(2018,11,1)
then "NONE"

else if [Tariff_Category]="TURBO"
then "TURBO-21.1%"

else if [Tariff_Category]="OTHER"
or [Tariff_Category] = "CREDIT"
and Date.From[TariffDate_Created] >= Date.From[T1_Imp_OTHER]
and Date.From[TariffDate_Created] < Date.From[T2_Imp_OTHER]
then "OTHER-8.4%"

else if [Tariff_Category]="OTHER"
or [Tariff_Category] = "CREDIT"
and Date.From[TariffDate_Created] >=Date.From[T2_Imp_OTHER]
then "OTHER-21.1%"

else if [Tariff_Category]="AXLE"
and Date.From[TariffDate_Created] >=Date.From[T2_Rem_AXLE]
and Date.From[TariffDate_Created] < Date.From[T2_ReImp_AXLE]
then "NONE-EXEMPT"

else if [Tariff_Category]="AXLE"
and Date.From[TariffDate_Created] >=Date.From[T2_Imp_AXLE]
and Date.From[TariffDate_Created] < Date.From[T2_Rem_AXLE]
then "AXLE-21.1%"

else if [Tariff_Category]="AXLE"
and Date.From[TariffDate_Created] >=Date.From[T1_Imp_AXLE]
and Date.From[TariffDate_Created] < Date.From[T2_Imp_AXLE]
then "AXLE-8.4%"

else if [Tariff_Category]="AXLE"
and Date.From[TariffDate_Created] >=Date.From[T2_ReImp_AXLE]
then "AXLE-21.1%"

else "Review"

[v-jingzhang]

Hi @AGhyst 

Does my solution make sense? Have you solved this problem?

Regards,
Community Support Team _ Jing

[v-jingzhang · Accepted solution]

Hi @AGhyst 

From the screenshot, the date columns are already of date type, so you don't need to use Date.From() function in the code. For example,

if [Tariff_Category] = "NONE" 
or [Tariff_Category] = "EU_SKU" 
or [TariffDate_Created] < #date(2018,11,1) 
then "NONE" 
else if [Tariff_Category] = "TURBO" 
then "TURBO-21.1%"
else if [Tariff_Category] = "OTHER" 
or [Tariff_Category] = "CREDIT" 
and [TariffDate_Created] >= [T1_Imp_OTHER] 
and [TariffDate_Created] < [T2_Imp_OTHER] 
then "OTHER-8.4%"
else "REVIEW"

In addition, there seems to be some logical errors in your current codes. For example in below part, it automatically generates conditions' priority order like below (I add parentheses to make it clearer) because And has a higher priority than Or. When a Tariff_Category is OTHER, it will always return the result "OTHER-8.4%". 

So it is suggested to use parentheses to wrap conditions which should have higher priorities. This would make codes easier to understand.

Regards,
Community Support Team _ Jing
If this post helps, please Accept it as the solution to help other members find it.

[AGhyst]

Thank you for explaining that AND has priority over OR.  That not only help me with this report but with a similar problem in a Tableau report I'm running!

[Anonymous]

Your functions should be followed by parentheses, like:

Date.From(TariffDate_Created])

Other than that, just make sure that your it/and/else statements are logically structured, and when in doubt, use parentheses.

--Nate