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cristianml Member
Member

Dax formula for 2 tables (related)

Hi,

 

I have 2 tables related and I need a Dax formula to follow this logic: 

 

IF "Actual or forecast" column in Ad hoc table IS EQUAL TO "Actual or forecast" column in Forecast table THEN

SUM  Amount (Ad hoc table) + SUM  Amount (Forecast table) 

IF IS NOT EQUAL THEN 

SUM SUM Amount (Forecast table)

 

Ad hoc table
 PostingPeriod  Amount  Actual or Forecast 
19-Jan  12,000.00Actual
19-Feb  12,000.00Actual
19-Mar  12,000.00Actual
19-Apr  12,000.00Actual
19-May  12,000.00Actual
19-Jun  12,000.00Actual

 

Forecast table
 PostingPeriod  Amount  Actual or Forecast 
19-Jan                 -  Actual
19-Feb                 -  Actual
19-Mar                 -  Actual
19-Apr                 -  Actual
19-May  12,000.00Forecast
19-Jun  12,000.00Forecast
19-Jul  12,000.00Forecast
19-Aug  12,000.00Forecast

 

This should be the result for the DAX formula:

 

19-Jan19-Feb19-Mar19-Apr19-May19-Jun19-Jul19-Aug
  12,000.00  12,000.00  12,000.00  12,000.00  12,000.00  12,000.00  12,000.00  12,000.00

 

This is the model :

MODEL .jpg

 

Thanks.

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Dax formula for 2 tables (related)

Hi @cristianml ,

 

You can try to create measure like DAX below.

 

Measure1= 
Var s1=CALCULATE(SUM('Ad hoc table'[Amount]),FILTER(ALLSELECTED('Ad hoc table'), 'Ad hoc table'[PostingPeriod] =MAX('Ad hoc table'[PostingPeriod])))
Var s2=CALCULATE(SUM('Forecast table'[Amount]),FILTER(ALLSELECTED('Forecast table'), 'Forecast table'[PostingPeriod] =MAX('Forecast table'[PostingPeriod])))
Return 
IF(MAX('Ad hoc table'[Actual or Forecast])=MAX('Forecast table'[Actual or Forecast]),s1+s2,s2)

Best Regards,

Amy

 

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
Community Support Team
Community Support Team

Re: Dax formula for 2 tables (related)

Hi @cristianml ,

 

You can try to create measure like DAX below.

 

Measure1= 
Var s1=CALCULATE(SUM('Ad hoc table'[Amount]),FILTER(ALLSELECTED('Ad hoc table'), 'Ad hoc table'[PostingPeriod] =MAX('Ad hoc table'[PostingPeriod])))
Var s2=CALCULATE(SUM('Forecast table'[Amount]),FILTER(ALLSELECTED('Forecast table'), 'Forecast table'[PostingPeriod] =MAX('Forecast table'[PostingPeriod])))
Return 
IF(MAX('Ad hoc table'[Actual or Forecast])=MAX('Forecast table'[Actual or Forecast]),s1+s2,s2)

Best Regards,

Amy

 

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

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