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Shabyman
Frequent Visitor

VLOOKUP Help

Hi all,

 

I am very new to PowerBI and DAX, so i apologise if this is a very simple. I am just unfamiliar with the formula's and best practices at the moment.

 

I have:

- Master Calender table with Date, Year, Month etc.

- A simple VAT table for now with just Year, VAT Rate.

- My Bookings table with line level data by Job#, Booking_Date, Revenue.

 

Currently the calender links to the VAT table on Year and to the Bookings table on Date.

 

I would like to do Revenue * VAT Rate = VAT.

 

I was thinking i need to look up the VAT Rate by converting the Booking Date to a year within a new calculated column? Is this the best way and if so how do this?

 

Thanks in advance 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Microsoft v-yulgu-msft
Microsoft

Re: VLOOKUP Help

Hi @Shabyman,

 

Based on my understanding, the relationships between tables are like below, right?

2.PNG

 

If so, you could create a calculated column in Bookings table directly using the relationship.

Rate = Bookings[Revenue]*RELATED(VAT[VAT Rate])

1.PNG

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
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

2 REPLIES 2
Super User I
Super User I

Re: VLOOKUP Help

@Shabyman

 

i would probably just create a date for the first day of the year in the vat table, ie 01/01/20** that via a relationship to the master calendar table as that will then roll up to the year, create a relationship between bookings date and the date and then create a cmeasure that looks like this

 

measure =
REVENUE * RELATED ( vatrate )

 

 


Did I answer your question? Mark my post as a solution.
Proud a to be a Datanaut!
Microsoft v-yulgu-msft
Microsoft

Re: VLOOKUP Help

Hi @Shabyman,

 

Based on my understanding, the relationships between tables are like below, right?

2.PNG

 

If so, you could create a calculated column in Bookings table directly using the relationship.

Rate = Bookings[Revenue]*RELATED(VAT[VAT Rate])

1.PNG

 

Regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
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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