Power BI Realtime scenarios

 Power BI Realtime scenarios

Problem1: You have two tables in Power BI: Table1 and Table2. Table1 contains data with columns IB (Identifier), Date, and EmpID (Employee ID). Table2 contains data with columns EmpID and Date. You want to bring the IB values from Table1 into Table2, matching them based on EmpID and Date. However, you cannot create a direct relationship between the tables, and Table2 contains future dates. You need to copy the IB values to future dates in Table2 based on the latest available data up to each date.

Solution: To achieve this, you can create a calculated column in Table2 using Data Analysis Expressions (DAX) in Power BI. This calculated column will look up the latest available IB value for each EmpID and date in Table2, considering only the dates up to and including the current date. Sample Data:

Table1

IB Date EmpID SA123 3/1/2023 1 SA231 3/1/2023 1 SA123 4/1/2023 1 SA231 5/1/2023 1 SA345 6/1/2023 1

Table2

EmpID Date 1 3/1/2023 1 4/1/2023 1 5/1/2023 1 6/1/2023 1 7/1/2023 1 8/1/2023 Output:

EmpID Date IB 1 3/1/2023 SA123 1 4/1/2023 SA123 1 5/1/2023 SA231 1 6/1/2023 SA345 1 7/1/2023 SA345 1 8/1/2023 SA345

Dax Formula:

IB = VAR CurrentEmpID = Table2[EmpID] VAR CurrentDate = Table2[Date] VAR MaxDateAvailable = CALCULATE(MAX('Table1'[Date]), 'Table1'[Date] <= CurrentDate) VAR LatestIB = CALCULATE( MAX('Table1'[IB]), 'Table1'[EmpID] = CurrentEmpID, 'Table1'[Date] = MaxDateAvailable ) RETURN LatestIB

DAX Formula Explanation: Let's break down the DAX formula step by step:

  1. VAR CurrentEmpID: This variable stores the current EmpID value from the row in Table2 being evaluated.

  2. VAR CurrentDate: This variable stores the current Date value from the row in Table2 being evaluated.

  3. VAR MaxDateAvailable: This variable calculates the maximum date available in Table1 up to the current date in Table2. It uses the CALCULATE function along with MAX to find the maximum date in Table1 where the date is less than or equal to the current date in Table2.

  4. VAR LatestIB: This variable calculates the latest IB value from Table1 for the current EmpID and the maximum date available up to the current date in Table2. It uses the CALCULATE function along with MAX to find the maximum IB value in Table1 where EmpID matches the current EmpID and Date matches the maximum date available.

  5. RETURN LatestIB: Finally, the RETURN statement returns the value of the LatestIB variable, which represents the latest available IB value for the current EmpID and Date in Table2.

    Application: This DAX formula is then used as a calculated column in Table2. It ensures that for each row in Table2, the corresponding IB value from Table1 is fetched based on the EmpID and the latest available date up to that row's date in Table2.

    By implementing this solution, you can effectively copy the IB values from Table1 to future dates in Table2, providing accurate and up-to-date data for analysis and reporting in Power BI.

    Feel free to ask any questions about Power BI. I am here to help you.

    Happy Learning! 😊


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