cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
bmoon
Frequent Visitor

Help Identifying Last Amount by ID and Date in Related table

I need help identifying the last amount for a grant ID. My data can have multiple transactions on the same date and so I've been trying to find the value using the max of a transaction ID and date. I've found many similar problems on the forum, but I haven't been able to get anything to work. Here's an example of my data and what I'm looking for:

bmoon_0-1637696634264.png

This is how the tables are related:

bmoon_1-1637696864938.png

My current DAX is, but it keeps returning 0:

CADA_Last_Rqst_Ind =
VAR Current_Pymt_Dt =
    SELECTEDVALUE ( 'Pymt tran'[PYMT_RQST_DATE] )
VAR Current_Tran_ID =
    SELECTEDVALUE ( 'Pymt rqst'[PYMT_TRAN_ID] )
VAR Last_Pymt_Rqst_Dt =
    CALCULATE ( MAX ( 'Pymt tran'[PYMT_RQST_DATE] ), 'Pymt rqst'[AWD_ID] )
VAR Last_Tran_ID =
    CALCULATE ( MAX ( 'Pymt rqst'[PYMT_TRAN_ID] ), 'Pymt rqst'[AWD_ID] )
RETURN
    IF (
        AND ( Current_Tran_ID = Last_Tran_IDCurrent_Pymt_Dt = Last_Pymt_Rqst_Dt ),
        SUM ( 'Pymt rqst'[CADA_Net_Expn_Dol] ),
        0
    )

Please help!

1 ACCEPTED SOLUTION
smpa01
Super User
Super User

@bmoon  you can use two measures like this

LastDisb = 
CALCULATE (
    MAX ( 'Pymt Amt'[Ttl Disb] ),
    FILTER (
        'Pymt Amt',
        'Pymt Amt'[Tran ID]
            = CALCULATE (
                MAX ( 'Pymt Tran'[Tran ID] ),
                FILTER (
                    ALL ( 'Pymt Tran' ),
                    'Pymt Tran'[Entitiy ID] = MAX ( 'Pymt Tran'[Entitiy ID] )
                        && 'Pymt Tran'[Pymt Dt]
                            = CALCULATE (
                                MAX ( 'Pymt Tran'[Pymt Dt] ),
                                ALLEXCEPT ( 'Pymt Tran', 'Pymt Tran'[Entitiy ID] )
                            )
                )
            )
    )
)
Date =
MAXX (
    ADDCOLUMNS (
        'Pymt Amt',
        "date", MAXX ( RELATEDTABLE ( 'Pymt Tran' ), 'Pymt Tran'[Pymt Dt] )
    ),
    [date]
)

 

smpa01_0-1637699835868.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!






New Animated Dashboard: Sales Calendar


View solution in original post

2 REPLIES 2
bmoon
Frequent Visitor

It worked. Thanks so much!

smpa01
Super User
Super User

@bmoon  you can use two measures like this

LastDisb = 
CALCULATE (
    MAX ( 'Pymt Amt'[Ttl Disb] ),
    FILTER (
        'Pymt Amt',
        'Pymt Amt'[Tran ID]
            = CALCULATE (
                MAX ( 'Pymt Tran'[Tran ID] ),
                FILTER (
                    ALL ( 'Pymt Tran' ),
                    'Pymt Tran'[Entitiy ID] = MAX ( 'Pymt Tran'[Entitiy ID] )
                        && 'Pymt Tran'[Pymt Dt]
                            = CALCULATE (
                                MAX ( 'Pymt Tran'[Pymt Dt] ),
                                ALLEXCEPT ( 'Pymt Tran', 'Pymt Tran'[Entitiy ID] )
                            )
                )
            )
    )
)
Date =
MAXX (
    ADDCOLUMNS (
        'Pymt Amt',
        "date", MAXX ( RELATEDTABLE ( 'Pymt Tran' ), 'Pymt Tran'[Pymt Dt] )
    ),
    [date]
)

 

smpa01_0-1637699835868.png

 





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!






New Animated Dashboard: Sales Calendar


Helpful resources

Announcements
Carousel_PBI_Wave1

2023 Release Wave 1 Plans

Power BI release plans for 2023 release wave 1 describes all new features releasing from April 2023 through September 2023.

Power BI Summit Carousel 2

Global Power BI Training

Make sure you register today for the Power BI Summit 2023. Don't miss all of the great sessions and speakers!

Thank you 2022 Review

2022 Monthly Feature Releases

We had a great 2022 with a ton of feature releases to help you drive a data culture.

Top Solution Authors
Top Kudoed Authors