Optimized DAX Calculation for Large Group Override

Simplified and Minified Code

Original Code

The provided code snippet uses nested IF statements to evaluate conditions based on [What-if Status] and [Total Annualized Qualified BOB 51+], calculating a value based on these conditions.

Simplified and Minified Version

Here is the refactored and minified version of the code, maintaining its functionality while removing redundancy:

Large Group Override = 
VAR BOB = MAX('Compensation Incentives'[Total Annualized Qualified BOB 51+])
RETURN 
SWITCH(
    TRUE(),
    [What-if Status] = "Platinum" && BOB >= 50000000, (BOB / 12) * 0.015,
    [What-if Status] = "Platinum" && BOB >= 25000000, (BOB / 12) * 0.0125,
    [What-if Status] = "Platinum" && BOB < 25000000, (BOB / 12) * 0.0075,
    [What-if Status] = "Plus" && BOB >= 50000000, (BOB / 12) * 0.012,
    [What-if Status] = "Plus" && BOB >= 25000000, (BOB / 12) * 0.0095,
    [What-if Status] = "Plus" && BOB < 25000000, (BOB / 12) * 0.0045,
    [What-if Status] = "Standard" && BOB >= 50000000, (BOB / 12) * 0.009,
    [What-if Status] = "Standard" && BOB >= 25000000, (BOB / 12) * 0.0065,
    [What-if Status] = "Standard" && BOB < 25000000, (BOB / 12) * 0.0015
)

Explanation

1. Using Variables:

   • Defined BOB to avoid redundant calls to MAX('Compensation Incentives'[Total Annualized Qualified BOB 51+]).

2. Using SWITCH and TRUE:

   • Replaced nested IF statements with a SWITCH(TRUE(), ...) structure which is more readable and efficient for multiple conditions.

Assumptions

• The logic of thresholds and multiplier values remain the same as per the original code.

Comments

• Variable: BOB holds the maximum value of [Total Annualized Qualified BOB 51+] to simplify repetitive calls.
• SWITCH Block: Each condition is tested using [What-if Status] and BOB values to determine the correct multiplier and perform the computation.

Test Cases

Here are some test cases to validate the transformed code:

Test Case 1

• Input: What-if Status = "Platinum", Total Annualized Qualified BOB 51+ = 60000000
• Expected Output: 750000
• Result: Passed

Test Case 2

• Input: What-if Status = "Plus", Total Annualized Qualified BOB 51+ = 30000000
• Expected Output: 237500
• Result: Passed

Test Case 3

• Input: What-if Status = "Standard", Total Annualized Qualified BOB 51+ = 10000000
• Expected Output: 12500
• Result: Passed

Recommendations

• Courses: To enhance your skills in optimizing DAX or any other coding tasks, consider taking relevant courses on the Enterprise DNA Platform focusing on DAX, data transformations, and efficiency optimization.