Vlookup with Filter/Specific Return

[Anonymous]

Hi everyone - maybe I'm going about this wrong, I know there's so many ways to do one thing with PowerBI/Query. But let me know your thoughts please - 

I'm need to pull in data into a new column, [Vlookup] based on a unique variable from one table to another, but ensure that the lookup pulls in the most recent FiscalYear date performance score. 

See the attached with how the 3 tables are structured. 

How would you DAX write this? Or is there and easier way to do this in PowerQuery 

[ChrisMendoza]

@Anonymous -

So what are the expected Performance values in your sample?

[Anonymous]

It would be based on the year indication in Table 2. So the first row would return 80 second row would return 80. 😛 And so on. 

Thank you for trying to help!!! 

[ChrisMendoza]

@Anonymous -

I am unsure what Table 3 relates to.

I created the following (to replace your 'Table 2') however I don't believe it is what you are going for.

Table = 
ADDCOLUMNS (
    DISTINCT ( 'Table 1'[Unique ID] ),
    "Year", MAX ( 'Table 1'[Year] ) - 1,
    "Performance", LOOKUPVALUE (
        'Table 1'[Performance],
        'Table 1'[Unique ID], 'Table 1'[Unique ID],
        'Table 1'[Year], MAX ( 'Table 1'[Year] ) - 1
    )
)

Maybe you could explain more about how 'Table 3' relates?

[Anonymous]

@ChrisMendoza  Table 3 is just a regular date table, allowing me to convert date to FiscalYears...so I guess it would be irrelevant. 

Trying to pull in the performance associated with the year in Table 1 and Table 2. Ideally in a new column in Table 2. 

Thanks Much! 

[ChrisMendoza · Accepted solution]

@Anonymous -

I am not going to say your 'Date' table is irrelevant, I am just unsure how you're planning on declaring which is the "more recent FiscalYear date performance score". 

For example the current FY is FY20 correct? 'Table 1' has [Year] <= 2019 but yet 'Table 2' is supposed to return [Year] = 2018, how is that? I also see that 10/1/2016 is declared as FY18 [Year] = 17, I do not understand how this came to be.

The Table I created says:

Add a column to a table of  distinct [Unique ID]. This column is called "Year" and "Year" is the MAX [Year] - 1. 2019 - 1 = 2018.
Add a column, "Performance", where [Unique ID] is equal to [Unique ID] and [Year] is equal to MAX[Year] -1

This produces:

From the original 'Table 1'

[Anonymous]

@ChrisMendoza  Thank you for your patience with this. 😉 

Apologies that is actually misleading as it's a typo. 10/1/2016 = FY17. 🙂 Our fiscal year starts 10/1 each year and ends 09/30 each year. 

I'm going to try to create this new table and see what happens.

[v-diye-msft]

Hi @Anonymous ,

If above post  provided by @ChrisMendoza  helps ,please kindly mark the answer as solution. thanks!