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maustin02
Regular Visitor

Date Evaluation based on Project Name - DAX

Hi All,

 

I was not sure how to create or go about this equation. So I have a dataset that contains 3 columns: Project Name, Date, and Open/Closed. I am trying to create the formula for the "Open/Closed" column. I need to create an if statment that would return a value of open or closed. It would look a the date and see if it was the max date with in that project and if it was the max date in that project then it would say "Open" else "Closed". 

 

 

Project NameDateOpen/Closed
Project 11/20/21Open

Project 1

1/19/21Closed
Project 11/18/21Closed
Project 21/5/21

Open

Project 21/5/21

Open

Project 2

1/4/21Closed
2 ACCEPTED SOLUTIONS
parry2k
Super User
Super User

@maustin02 add new column with this expression:

 

Open/Close = 
VAR __maxDate = CALCULATE ( MAX ( 'Table'[Date] ), ALLEXCEPT ( 'Table', 'Table'[Project Name] ) )
RETURN
IF ( 'Table'[Date] = __maxDate, "Open", "Closed" )

 

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View solution in original post

v-easonf-msft
Community Support
Community Support

Hi , @maustin02 

You can also try function 'EARLIER '  in  a calculated column.

Calculated column = 
VAR __maxDate =
    CALCULATE (
        MAX ( 'Table'[Date] ),
        'Table',
        'Table'[Project Name] = EARLIER ( 'Table'[Project Name] )
    )
RETURN
    IF ( 'Table'[Date] = __maxDate, "Open", "Closed" )

If you want to create a  measure ,try formula as below:

Measure1 = 
VAR _max =
    CALCULATE (
        MAX ( 'Table'[Date] ),
        ALLEXCEPT ( 'Table', 'Table'[Project Name] )
    )
RETURN
    IF ( SELECTEDVALUE ( 'Table'[Date] ) = _max, "Open", "Closed" )

Best Regards,
Community Support Team _ Eason

View solution in original post

2 REPLIES 2
v-easonf-msft
Community Support
Community Support

Hi , @maustin02 

You can also try function 'EARLIER '  in  a calculated column.

Calculated column = 
VAR __maxDate =
    CALCULATE (
        MAX ( 'Table'[Date] ),
        'Table',
        'Table'[Project Name] = EARLIER ( 'Table'[Project Name] )
    )
RETURN
    IF ( 'Table'[Date] = __maxDate, "Open", "Closed" )

If you want to create a  measure ,try formula as below:

Measure1 = 
VAR _max =
    CALCULATE (
        MAX ( 'Table'[Date] ),
        ALLEXCEPT ( 'Table', 'Table'[Project Name] )
    )
RETURN
    IF ( SELECTEDVALUE ( 'Table'[Date] ) = _max, "Open", "Closed" )

Best Regards,
Community Support Team _ Eason

parry2k
Super User
Super User

@maustin02 add new column with this expression:

 

Open/Close = 
VAR __maxDate = CALCULATE ( MAX ( 'Table'[Date] ), ALLEXCEPT ( 'Table', 'Table'[Project Name] ) )
RETURN
IF ( 'Table'[Date] = __maxDate, "Open", "Closed" )

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

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