IF function and Date issue

[airwolf39]

Hi guys,

An easy function has me stumped. I have a date column on the left (and it is formated as a date column) along with 'budgeted', and 'actual'. What i am trying to do is create a calculated column that pulls 'Actual' data for dates prior to 10/1/2020 and then also pulls 'budget' data for dates after 10/1/2020 in one unified column: 

What is happening is that budget for the entire year is being used, even for the dates after 10/1/2020. Any ideas?

Thanks.

[ryan_mayu]

@airwolf39 

hope this is helpful. you can get the amount of 2020/10/1

below is the example ,if date is later than 2020/10/1,then amount+the amount of 2020/10/1,

Column = if('Table'[month]>date(2020,10,1),maxx(FILTER('Table','Table'[month]=date(2020,10,1)),'Table'[amount])+'Table'[amount],'Table'[amount])

[amitchandak]

@airwolf39 ,The information you have provided is not making the problem clear to me. Can you please explain with an example.
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.
Appreciate your Kudos.

[airwolf39]

I think im doing a poor job explaining what i need: I want the 'Act Mod' column to have 'actual' values prior to 10/1/2020 and 'budgeted' values after 10/1/2020. I dont want to subtract or add anything.  

[ryan_mayu · Accepted solution]

@airwolf39 

is this what you want?

Column = if('Table'[month]<=date(2020,10,1),[Acutal],[Budgeted])

[airwolf39]

Ok, i figured it out. the "<10/1/2020" didnt work. I need to use <date(2020,10,01) for it to work. Wierd. Thanks for your help.

[airwolf39]

So im not crazy! Yes, this is what i want, but it isnt working. When i use that formula, it only pulls the budgeted values only. Note that 01/01/2020 'Act Mod' column is the 'budgeted' value. Per the formula, the rows ought to be 'actual' values.