DAX Compliance Checker for Meetings

DAX Solution for Compliance Check

To address your requirement, we need to verify if the month is January, February, or March, and if the number of meetings is equal to 1. If these conditions are met, the output should indicate "Compliant".

Steps to Create the Measure

1. Check the Month: Use DAX functions to extract the month from your date column.
2. Check the Number of Meetings: Ensure that the number of meetings equals 1.
3. Return Compliance Status: Combine these checks to return "Compliant" or "Non-Compliant".

This can be accomplished using a DAX measure.

DAX Code

Below is the code snippet to create the measure:

Compliance Status = 
VAR CurrentMonth =
    MONTH([Date])
VAR MonthsInRange =
    CurrentMonth = 1 || CurrentMonth = 2 || CurrentMonth = 3
VAR IsMeetingCompliant =
    [Meetings] = 1
RETURN
    IF(
        MonthsInRange && IsMeetingCompliant,
        "Compliant",
        "Non-Compliant"
    )

Explanation

1. Extract Current Month:

   • MONTH([Date]): Extracts the month from the date field.

2. Validate Month:

   • CurrentMonth = 1 || CurrentMonth = 2 || CurrentMonth = 3: Checks if the extracted month is January, February, or March.

3. Check Meeting Compliance:

   • [Meetings] = 1: Ensures that the number of meetings is equal to 1.

4. Combine Conditions and Return Result:

   • IF(MonthsInRange && IsMeetingCompliant, "Compliant", "Non-Compliant"): If both conditions are met, it returns "Compliant", otherwise "Non-Compliant".

Best Practices

1. Variable Usage: Using variables (VAR) improves performance and readability.
2. Logical Checks: Use logical operators (|| for OR, && for AND) to combine conditions.
3. Return Readable Results: Ensure the final output is user-friendly.

Conclusion

By following the steps and code provided above, you can create a measure in DAX that checks if the month is January, February, or March and if the number of meetings equals 1, then returns "Compliant". Utilize these techniques for efficient and readable DAX code.

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