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pettat
Regular Visitor

Calculate Correct Tax Rate

Hi Everyone

I'm trying to calculate the correct tax rate.  Here's the scenario (I have a few screenshots with a small sampling of data).

 

I'm trying to take the LineCost w/o Tax and multiply it by the correct Tax Rate.  There may be multiple tax rates as some cities have changed the tax rate over the years, so I'm trying to utilize the most current (before EndDate) tax rate.  For example, I'd like to use the 8.025 tax rate when using lines that have the LS715 Code (because this is the most recent and the others have "expired" - past the end date.

 

The links are Code-Code and TaxID - TaxIID

 

I hope there is enough data to help me - if not, please let me know and I'll get you more

 

ScheduleScheduleCodeCodeDataData

 

3 REPLIES 3
grazitti_sapna
Resolver I
Resolver I

Correct Tax Rate=

VAR MAXDATE =

   MAX (Schedule[EndDate] )

VAR maxseldate =

   CALCULATE ( MAX ( Schedule[EndDate] ), ALLSELECTED ( Schedule[EndDate] ) )

VAR result =

   CALCULATE ( MAX ( Schedule[TaxRate] ), Schedule[EndDate] = maxseldate )

RETURN

   IF ( MAXDATE = maxseldate, result )

pettat
Regular Visitor

Thanks for the tip, lbendlin.  I'll keep that in mind.

 

As it turns out here, though, I may not need this after all - but thanks for the taking the time

lbendlin
Super User
Super User

Please provide sample data that covers your issue or question completely, in a usable format (not as a screenshot).
https://community.powerbi.com/t5/Community-Blog/How-to-provide-sample-data-in-the-Power-BI-Forum/ba-...
Please show the expected outcome based on the sample data you provided.

https://community.powerbi.com/t5/Desktop/How-to-Get-Your-Question-Answered-Quickly/m-p/1447523

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