Making a date scheduler based on results of another column.

[tyannamorrison]

Hello PBI community. I am trying to make a date scheuler meausre based off of what customers are entitled to. 

For example - if the customer is entitled to 2 birs - dateadd 6 months and if the customer is entitled to 3 birs then dateadd 4 months. 

I am pushing out the Due Date for the customers by such increments and I have set a MAX bir entitlement for the customers as some customers may be entitled to 2 or 3 depending on history , I am basing the push out by their MAX entitlement. For some reason I am constantatly getting errors. I have attached my DAX forumla I am trying, any help ? Thanks in advance. 

DAX formula

[lbendlin]

Please provide sanitized sample data that fully covers your issue. If you paste the data into a table in your post or use one of the file services it will be easier to assist you. Avoid posting screenshots of your source data if possible.

Please show the expected outcome based on the sample data you provided. Screenshots of the expected outcome are ok.

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

[tyannamorrison]

Sample data will look like this: 

Customer Name	Seats	BIR Range	BIR Due Date	BIR Entitlement
A	300	250-999	06/02/2022	2
B	1500	1000 or more	08/08/2022	3
C	270	250-999	12/31/2022	2

Sample outcome should be this: Logic 

Customers entitled to 2 BIR's recieve a BIR EVERY 6 MONTHS , Customers with 3 BIRs are entitled to one every 4 months. The date should be pushed out in a cadence FROM the Due Date.

Customer Name	Seats	BIR Range	BIR Due Date	BIR Entitlement	Next BIR Date
A	300	250-999	06/02/2022	2	12/02/2022
B	1500	1000 or more	08/08/2022	3	12/08/2022
C	270	250-999	12/28/2022	2	06/28/2022

[Ashish_Mathur]

Hi,

This calculated column formula work

=if(Data[BIR Entitlement]=2,EDATE(Data[BIR Due Date],6),EDATE(Data[BIR Due Date],4))

Hope this helps.

[v-zhangti]

Hi, @tyannamorrison 

You can try the following methods.

Next BIR Date =
IF (
    [BIR Entitlement] = 2,
    IF (
        MONTH ( [BIR Due Date] ) > 6,
        DATE ( YEAR ( [BIR Due Date] ) + 1, MONTH ( [BIR Due Date] ) + 6 - 12, DAY ( [BIR Due Date] ) ),
        DATE ( YEAR ( [BIR Due Date] ), MONTH ( [BIR Due Date] ) + 6, DAY ( [BIR Due Date] ) )
    ),
    IF (
        [BIR Entitlement] = 3,
        IF (
            MONTH ( [BIR Due Date] ) > 8,
            DATE ( YEAR ( [BIR Due Date] ) + 1, MONTH ( [BIR Due Date] ) + 4 - 12, DAY ( [BIR Due Date] ) ),
            DATE ( YEAR ( [BIR Due Date] ), MONTH ( [BIR Due Date] ) + 4, DAY ( [BIR Due Date] ) )
        )
    )
)

Is this the result you expect?

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[tyannamorrison]

Thank you so much for this solution, there were no syntax errors and ran smoothly. Unfortenatly when I added it to the visual I ran into an error. Both measures that are being used is a date type column(MAX Due Date) and for some odd reason the measure (MAX BIR) only has the format option of text - would this cause the issue I am facing?

 

[v-zhangti]

Hi, @tyannamorrison 

You can check the following blog and choose a way to pass your files.

How to provide sample data in the Power BI Forum - Microsoft Power BI Community

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[v-zhangti]

Hi, @tyannamorrison 

Are you able to provide PBIX files for testing? Sensitive information can be removed in advance. With this error report screenshot alone, it is not possible to directly determine the cause of the error.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.