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Helper I
Helper I

Dynamic Filtering using slicer

I have a table with data below. I have a date slicer which is filtering the date in this table. Based on the date range selected I need to filter my table in such a way that for each company
and type M it brings the smallest and largest date and corresponding amount and excludes other type M records. Rest all the type records(X,Y) should appear as it is. 
Basically 2 records of type M for each company and the first record should have the amount negative.I want to create a calculated table based on this.Is it achievable in DAX?


Input table

group

company_name

Type

Date

Amount

AA

A

X

28-02-2019

100

AA

A

Y

27-03-2019

200

AA

A

M

27-04-2019

300

AA

B

X

10-05-2019

400

AA

A

M

29-04-2019

500

AA

A

M

15-05-2019

500

AA

B

M

10-06-2019

600

AA

B

M

11-06-2019

700

AA

B

M

20-06-2019

800

 

Output Table:

 

group

company_name

Type

Date

Amount

AA

A

X

28-02-2019

100

AA

A

Y

27-03-2019

200

AA

A

M

27-04-2019

-300

AA

B

X

10-05-2019

400

AA

A

M

15-05-2019

500

AA

B

M

10-06-2019

-600

AA

B

M

20-06-2019

800

 

Thank you!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Hello @valentina14

you could use this formula to create a new table

New Table = 
FILTER('Table','Table'[Type]<>"M"||
('Table'[Type]="M"&&
                   ('Table'[Date]=CALCULATE(MIN('Table'[Date]),FILTER('Table','Table'[group]=EARLIER('Table'[group])&&'Table'[company_name]=EARLIER('Table'[company_name])&&'Table'[Type]="M"))||
                     'Table'[Date]=CALCULATE(MAX('Table'[Date]),FILTER('Table','Table'[group]=EARLIER('Table'[group])&&'Table'[company_name]=EARLIER('Table'[company_name])&&'Table'[Type]="M")))))

Result:

1.JPG

and here's the sample pbix file, please try it out.

Best regards

Lin

Community Support Team _ Lin
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
Super User IV
Super User IV

@valentina14 , Add these two measure in place of date and amount in visual

 

firstnonblank(Table[Date], blank())
firstnonblankvalue(Table[Date], max(Table[Amount]))

 

And check



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Community Support
Community Support

Hello @valentina14

you could use this formula to create a new table

New Table = 
FILTER('Table','Table'[Type]<>"M"||
('Table'[Type]="M"&&
                   ('Table'[Date]=CALCULATE(MIN('Table'[Date]),FILTER('Table','Table'[group]=EARLIER('Table'[group])&&'Table'[company_name]=EARLIER('Table'[company_name])&&'Table'[Type]="M"))||
                     'Table'[Date]=CALCULATE(MAX('Table'[Date]),FILTER('Table','Table'[group]=EARLIER('Table'[group])&&'Table'[company_name]=EARLIER('Table'[company_name])&&'Table'[Type]="M")))))

Result:

1.JPG

and here's the sample pbix file, please try it out.

Best regards

Lin

Community Support Team _ Lin
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

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