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Balos
Regular Visitor

Creating a calculated table to only show the most recent value of in a column

I have a table that contains customer name, customer id, funds, AUM (a monetary value) and a date column. The issue I have now is diffrerent date entries have different AUM values for each customer and I only need to see latest value of AUM. I don't know how to create a calculated column to do this.

1 ACCEPTED SOLUTION
V-lianl-msft
Community Support
Community Support

Hi @Balos ,

 

Try to create a new table like below:

Table2 = 
FILTER (
    'Table',
    'Table'[Date]
        = CALCULATE (
            MAX ('Table'[Date] ),
            ALLEXCEPT (
                'Table',
                'Table'[Customer id]
            )
        )
)

Vlianlmsft_0-1638861751393.pngVlianlmsft_1-1638861760384.png

 

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
V-lianl-msft
Community Support
Community Support

Hi @Balos ,

 

Try to create a new table like below:

Table2 = 
FILTER (
    'Table',
    'Table'[Date]
        = CALCULATE (
            MAX ('Table'[Date] ),
            ALLEXCEPT (
                'Table',
                'Table'[Customer id]
            )
        )
)

Vlianlmsft_0-1638861751393.pngVlianlmsft_1-1638861760384.png

 

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

amitchandak
Super User
Super User

@Balos , if need a column, but column will not filter  , you need filter in visual

New column =

var _max = maxx(filter(Table, [customer id] =earlier([customer id]), [Date])

return

maxx(filter(Table, [customer id] =earlier([customer id] && [Date] =_max), [AMU])

 

a new measures 

 


lastnonbalnkvalue(Table[Date], max(Table[Amu]))

 

or

 

calculate(lastnonbalnkvalue(Table[Date], max(Table[Amu])),allexcept(Table, Table[Customer ID]))

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