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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
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
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

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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