DAX Function for Filtering Data with Sales Multipliers

This section describes a DAX function designed to filter data based on specified criteria: date range and sales limits. The function returns a multiplier based on the selected row from a dataset.

Function Overview

Purpose

The function checks for records within a defined date range and sales amount. If a record meets the criteria, it returns a specified multiplier.

Parameters

• StartDate: The beginning of the date range (Date).
• EndDate: The end of the date range (Date).
• MinSales: The minimum sales figure (Currency).
• MaxSales: The maximum sales figure (Currency).
• MultiplierColumn: The name of the column containing the multiplier (Text).

Return Type

• Returns a numeric value representing the multiplier for the filtered records.

Exceptions

• Returns BLANK() if no records meet the criteria.

DAX Code

SalesMultiplier = 
VAR FilteredSales =
    FILTER(
        SalesData, 
        SalesData[Date] >= StartDate &&
        SalesData[Date] <= EndDate &&
        SalesData[SalesAmount] > MinSales && 
        SalesData[SalesAmount] < MaxSales
    )
RETURN
    IF (
        COUNTROWS(FilteredSales) > 0,
        MAXX(FilteredSales, SalesData[MultiplierColumn]),
        BLANK()
    )

Code Explanation

1. Variable Declaration (FilteredSales):

   • Uses the FILTER function to create a table that includes only records from SalesData that meet the specified date and sales criteria.

2. Return Statement:

   • Checks if there are any rows in FilteredSales using COUNTROWS.
   • If records exist, it uses MAXX to return the maximum multiplier from FilteredSales.
   • If no records meet the criteria, it returns BLANK().

Usage Example

Assuming you have a sales table named SalesData with the following relevant columns: Date, SalesAmount, and Multiplier, here is how to use the SalesMultiplier measure:

MultiplierResult = 
    [SalesMultiplier](
        StartDate = DATE(2023, 1, 1),
        EndDate = DATE(2023, 3, 31),
        MinSales = 0,
        MaxSales = 2000,
        MultiplierColumn = "Multiplier"
    )

Notes on Implementation

• Make sure the SalesData table and its columns (Date, SalesAmount, and Multiplier) are correctly referenced.
• Adjust the MultiplierColumn parameter according to the actual column name in your dataset.
• This function can be extended or modified to suit more complex business logic or additional filtering needs.

Conclusion

The provided DAX function is an efficient way to filter sales data based on specific criteria and retrieve a relevant multiplier. This solution adheres to best practices for DAX coding and should be easily adaptable to various analytical scenarios. For deeper learning and enhanced skills, consider exploring courses on the Enterprise DNA Platform.