Need Dax formula to lookup price table with price change dates

[Ice1341]

How can integrate the price table into Power BI reports? Need to lookup invoice by shipment date to retrieve the correct price for an upcoming price increase.  

[ebeery · Accepted solution]

@Ice1341 you've included very little of the info that would be needed to actually properly answer your question.

What is "the price table"?  Does your model have multiple tables?  Are there relationships in your model?

If there are relationships between the tables involved, the RELATED() function may work.  Otherwise, I'd take a look at using LOOKUPVALUE().

[Ice1341]

I wanted to get the list price(PostedSalesLine.ListPrice) from the Product Pricing Table. When our price goes up in Oct. I want the list price column in PostedSalesLine table to update accordingly.
I'm sorry for the confusion, I can calculate sales with (qty * list price), but the list price isn't based on product pricing table- which has the starting/ending dates in which the product price will change.

[v-yiruan-msft · Accepted solution]

Hi @Ice1341 ,

I created a sample pbix file(see attachment), please check whether that is what you want.

1. Create a calculated column as below under the table PostedSalesLine

List price from product pricing table = 
CALCULATE (
    MAX ( 'Product Price'[LIST PRICE] ),
    FILTER (
        'Product Price',
        'Product Price'[NUMBER] = 'PostedSalesLine'[NUMBER]
            && 'PostedSalesLine'[SHIPMENT DATE] >= 'Product Price'[STARTING DATE]
            && (
                'PostedSalesLine'[SHIPMENT DATE] <= 'Product Price'[ENDING DATE]
                    || 'Product Price'[ENDING DATE] = BLANK ()
            )
    )
)

Best Regards

[Ice1341]

Worked great thanks!

[ebeery · Accepted solution]

@Ice1341 you've included very little of the info that would be needed to actually properly answer your question.

What is "the price table"?  Does your model have multiple tables?  Are there relationships in your model?

If there are relationships between the tables involved, the RELATED() function may work.  Otherwise, I'd take a look at using LOOKUPVALUE().

[Ice1341]

Right now I'm calculating gross sales with a formula (qty * list price) joined on PostedSalesLIne table. But I want to calculate gross sales by doing a LOOKUPVALUE() using the product/list table above and PostedSalesLine table.  I also have a PostedInvoicetable where I calculate Net Sales, which the calculation will always be correct because it is derived from the invoice itself. 

sell to cust	Ship date	Qty	UPC Number	Gross Sales	Prod Line	List Price
WAL6047	7/26/2021	80	LIN0022	1812	sun	22.65
WAL8851	5/1/2021	80	LIN0022	1812	sun	22.65
WAL8940	9/30/2021	160	LIN0022	3624	sun	22.65
WAL9014	10/12/2021	80	LIN0022	1812	sun	22.65
	PostedSalesLineTable

[v-yiruan-msft]

Hi @Ice1341 ,

What's your expected result? Do you want to get the sales which equal to qty* list price? And the list price need to retrieve from the product/list table? If yes, there are multiple prices for per No., then which price we need to get? Could you please provide the related calculation logic? By the way, whether there is one relationship created between the field [No.] in product/list table and the field [UPC Number] in PostedSalesLineTable? Thank you.

Best Regards