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Name | Expiry Date | Balance |
A | 1/12/2023 | 10 |
A | 1/12/2024 | 20 |
A | 1/12/2025 | 5 |
B | 1/12/2023 | 40 |
B | 1/12/2024 | 50 |
C | 1/12/2023 | 60 |
C | 1/12/2024 | 70 |
C | 1/12/2025 | |
D | 1/12/2024 | 90 |
D | 1/12/2025 | 100 |
D | 1/12/2026 | 110 |
Desired Output:
Name | Expiry Date | Balance |
A | 1/12/2025 | 5 |
B | 1/12/2024 | 50 |
C | 1/12/2024 | 70 |
D | 1/12/2026 | 110 |
Solved! Go to Solution.
Hi @Anuj_1196 ,
You can create measures and show your result in a table visual.
Last Expire Date =
MAXX (
FILTER (
ALL ( 'Table' ),
'Table'[Balance] <> BLANK ()
&& 'Table'[Name] = MAX ( 'Table'[Name] )
),
'Table'[Expiry Date]
)
Balance on Last Expire Date =
CALCULATE (
SUM ( 'Table'[Balance] ),
FILTER ( 'Table', 'Table'[Expiry Date] = [Last Expire Date] )
)
Result is as below.
Best Regards,
Rico Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
or you plot a table visual with the name column and two measures like:
ExpiryDate = MAX(data[Expiry Date])
_Balance =
MAXX(
FILTER(
data,
data[Expiry Date]=[ExpiryDate]
),
data[Balance]
)
it worked like:
Thanks for your time. I'm using similar formula, unfortunately it's giving me the sum rather than the balance on that particular year.
Hi @Anuj_1196 ,
You can create measures and show your result in a table visual.
Last Expire Date =
MAXX (
FILTER (
ALL ( 'Table' ),
'Table'[Balance] <> BLANK ()
&& 'Table'[Name] = MAX ( 'Table'[Name] )
),
'Table'[Expiry Date]
)
Balance on Last Expire Date =
CALCULATE (
SUM ( 'Table'[Balance] ),
FILTER ( 'Table', 'Table'[Expiry Date] = [Last Expire Date] )
)
Result is as below.
Best Regards,
Rico Zhou
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi Rico,
I really appreciate your help in solving this puzzle.
"You are the best"
hi @Anuj_1196
try to create a calculated table like:
Table =
ADDCOLUMNS(
ADDCOLUMNS(
VALUES(data[Name]),
"Expiry Date",
CALCULATE(MAX(data[Expiry Date]))
),
"Balance",
CALCULATE(MAX(data[Balance]))
)
it worked like:
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