Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Register now to learn Fabric in free live sessions led by the best Microsoft experts. From Apr 16 to May 9, in English and Spanish.

Reply
Anonymous
Not applicable

Calculate Sum Per grouping for Latest date

I have a table that looks loosely like this:

Project NameSprintNameSprintDateValue
ProjectABack-End22-Oct6
ProjectAFront-End21-Oct5
ProjectAFront-End20-Oct2
ProjectABack-End21-Oct1
ProjectBFront-End22-Oct5

 

I want in a metric (to be more specific, it will be defined as a variable amidst a larger equation), a way to sum the Values (column 4) from only the latest (Column 3) of each Sprint Name (Column 2). Within the report that are filtered by Project Names (Column 1).

 

I've tried filters, and group by's but since the latest date isn't always the same between sprints (one sprint's latest update is on October 22nd, the other is on October 21st), I'm having difficulty coming up with the right dax function.

Anyone have any idea?

1 ACCEPTED SOLUTION
Anonymous
Not applicable

I'm replying to myself because I think I solved it doing the following:

In my Table I created a column that checks the latest date:

MaxDate = CALCULATE(MAX('ProjectTable[SprintDate]),FILTER('ProjectTable, ProjectTable[SprintName]=EARLIER(ProjectTable[SprintName])))
and then a second column to create a flag
LatestValue = If(ProjectTable[Metric Date] = ProjectTable[MaxDate], 1, 0)
Finally the measure itself has the following formula
    SUMX(
        VALUES(ProjectTable[SprintName]),
        CALCULATE(
            SUM(Project Table[Value]), 
                FILTER(ProjectTable,ProjectTable[Type] = "TypeA"
                && ProjectTable[LatestValue] = "1")
            ))

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

Sorry, I forgot to Specify something. 

There's a 5th column in the table that needs to be included in the filters.

So right now I have the following which doesn't work:

SUMX(
        VALUES(ProjectTable[SprintName]),
        CALCULATE(SUM(ProjectTable[Value]), FILTER(ProjectTable[Type] = "typeA" &&
            'ProjectTable[SprintDate] = MAX ( ProjectTable[SprintDate])))) 

 And since this will ultimately be just a variable inside a larger metric calculation, I don't want to summarize a new table for it.

Anonymous
Not applicable

I'm replying to myself because I think I solved it doing the following:

In my Table I created a column that checks the latest date:

MaxDate = CALCULATE(MAX('ProjectTable[SprintDate]),FILTER('ProjectTable, ProjectTable[SprintName]=EARLIER(ProjectTable[SprintName])))
and then a second column to create a flag
LatestValue = If(ProjectTable[Metric Date] = ProjectTable[MaxDate], 1, 0)
Finally the measure itself has the following formula
    SUMX(
        VALUES(ProjectTable[SprintName]),
        CALCULATE(
            SUM(Project Table[Value]), 
                FILTER(ProjectTable,ProjectTable[Type] = "TypeA"
                && ProjectTable[LatestValue] = "1")
            ))

Helpful resources

Announcements
Microsoft Fabric Learn Together

Microsoft Fabric Learn Together

Covering the world! 9:00-10:30 AM Sydney, 4:00-5:30 PM CET (Paris/Berlin), 7:00-8:30 PM Mexico City

PBI_APRIL_CAROUSEL1

Power BI Monthly Update - April 2024

Check out the April 2024 Power BI update to learn about new features.

April Fabric Community Update

Fabric Community Update - April 2024

Find out what's new and trending in the Fabric Community.

Top Solution Authors