DAX If Statement

[Polar_A]

Hi can I get some help please.

I want to write an if statement so that if the shipping status is Complete then it only shows the most recent record based on the shipping date. This means that the shipping date of 08/02/2024 will be the record to show. I'm not sure if I need to group by the RefNumber:

ShippingDate	DateCustomerAdded	InvoiceRecvdDate	Shipping Status	RefNumber
09/04/2024	30/04/2024	30/04/2024	Active	23118616
15/09/2023	19/09/2023	19/09/2023	Complete	23109497
17/10/2023	19/09/2023	20/10/2023	Complete	23109497
08/02/2024	19/09/2023	14/02/2024	Complete	23109497

KR,

Polar

[DataNinja777]

Hi @Polar_A 

There are many ways to achive your required output, and one of them is as follows:

I attach an example pbix file.  

Best regards,

[mark_endicott]

@Polar_A - You can do this with a measure by using the following DAX:

Show Record = 
VAR _ref =
    SELECTEDVALUE ( 'Table (4)'[RefNumber] )
VAR _ship_status =
    SELECTEDVALUE ( 'Table (4)'[Shipping Status] )
VAR _ship_date =
    SELECTEDVALUE ( 'Table (4)'[ShippingDate] )
VAR calc =
    CALCULATE (
        MAX ( 'Table (4)'[ShippingDate] ),
        FILTER ( ALL ( 'Table (4)' ), 'Table (4)'[RefNumber] = _ref )
    )
RETURN
    SWITCH (
        TRUE (),
        _ship_status <> "Complete", 1,
        IF ( CALCULATE ( calc, 'Table (4)'[RefNumber] = _ref ) = _ship_date, 1, 0 )
    )

You can then add the measure as a filter to the visual and set the value to 1, please see the screenshot below (you do not need the measure in the table, you can just add it to the filter pane):

If this works for you, please accept it as the solution. 

[xifeng_L · Accepted solution]

Hi @Polar_A ,

If you want to add a new column to mark the data you need, then try the following expression.

Column = 
VAR MaxShipDate = CALCULATE(MAX('Table'[ShippingDate]),ALLEXCEPT('Table','Table'[RefNumber]))
RETURN
IF('Table'[Shipping Status]="Complete" && 'Table'[ShippingDate]=MaxShipDate,1)

If you want to create a new table, then try the following table expression.

Table 2 = 
FILTER(
    'Table',
    'Table'[Shipping Status]="Complete" &&
        'Table'[ShippingDate]=CALCULATE(MAX('Table'[ShippingDate]),ALLEXCEPT('Table','Table'[RefNumber]))
)

Did I answer your question? If yes, pls mark my post as a solution and appreciate your Kudos !

Thank you~