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Good morning -
Problem: Unable to correctly solve my calculated column with the corresponding benchmark id.
Details: Picture is a thousand words. Below is a sample set of data within Excel that displays my two data sources. There is no relationship betweeen these two tables. The 'yellow' column is the column I am trying to derive the calculated column {not a measure}.
Notes: Please note that the 'Effective_Date' is what determines when a new benchmark Starts & Ends. For example: Account 6 uses Benchmark Id 5 until 1/1/2018, in which the new Benchmark Id 7 would be effective.
I've tried various LOOKUPVALUE functions & this several versions of this function:
Solved! Go to Solution.
@Jkaelin Please try this as a New Column.
BenchmarkID = VAR _Date = MAXX(FILTER(Test03Lkp,Test03Data[AccountID]=Test03Lkp[AccountID] && Test03Lkp[EffectiveDate] <= Test03Data[AsOfDate]),Test03Lkp[EffectiveDate]) RETURN LOOKUPVALUE(Test03Lkp[BenchmarkID],Test03Lkp[AccountID],Test03Data[AccountID],Test03Lkp[EffectiveDate],_Date)
Appreciated for providing the sample data !
Proud to be a PBI Community Champion
@Jkaelin Please try this as a New Column.
BenchmarkID = VAR _Date = MAXX(FILTER(Test03Lkp,Test03Data[AccountID]=Test03Lkp[AccountID] && Test03Lkp[EffectiveDate] <= Test03Data[AsOfDate]),Test03Lkp[EffectiveDate]) RETURN LOOKUPVALUE(Test03Lkp[BenchmarkID],Test03Lkp[AccountID],Test03Data[AccountID],Test03Lkp[EffectiveDate],_Date)
Appreciated for providing the sample data !
Proud to be a PBI Community Champion
@PattemManoharSuper helpful. Thank you very much. I couldn't figure this out & spend hours trying too. Thanks again!
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