Advanced DAX Tutorial | Module 18 | Logical Functions Assignment | SWITCH(TRUE) in Power BI

In this Advanced DAX Tutorial (Module 18), we solve a practical Logical Functions assignment in Power BI where we need to create a column that combines Quarter and Year together.

Instead of writing messy nested IF statements, we use a professional DAX approach with Variables and SWITCH(TRUE()) to build a clean and scalable solution.

You will learn how to group months into quarters and generate values like Q1-2020, Q2-2020, Q3-2020, Q4-2020 directly inside the Calendar table.

This technique is commonly used by professional Power BI developers because it makes DAX code cleaner, easier to maintain, and more scalable for real-world reports.

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DAX Formula Used in This Video
Quarter & Year =
VAR Q1 = 'Calendar'[Month_ID] IN {1,2,3}
VAR Q2 = 'Calendar'[Month_ID] IN {4,5,6}
VAR Q3 = 'Calendar'[Month_ID] IN {7,8,9}
VAR Q4 = 'Calendar'[Month_ID] IN {10,11,12}

RETURN
SWITCH(
TRUE(),
Q1, "Q1" & "-" & 'Calendar'[Year_ID],
Q2, "Q2" & "-" & 'Calendar'[Year_ID],
Q3, "Q3" & "-" & 'Calendar'[Year_ID],
Q4, "Q4" & "-" & 'Calendar'[Year_ID],
"-"
)

00:00 Logical Functions Assignment Overview
00:28 Business Requirement – Quarter & Year Column
01:05 Understanding Month_ID to Quarter Logic
01:42 Creating VAR Variables in DAX
02:25 Using IN Operator to Group Months
03:10 Why Nested IF Becomes Messy
03:55 Writing SWITCH(TRUE) Logic
04:45 Building Quarter-Year Column
05:35 Complete DAX Formula Explained
06:15 Final Output – Q1-2020, Q2-2020 Format
06:45 Key Takeaway – Cleaner Than Nested IF

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