Dynamically Grouping by ID while Filtering by Date

[topkatt]

So I promise I've done my best combing through these forums looking for an aswer to my question, but haven't been able to find a resolution that fits my data.

What I Have

I've got a table 'Table' with three relevant fields: [ID], [Type], and [Date]. There are other fields I'm interested in analyzing, but my problem can be solved just discussing these three. Example below.

In my report, I have a date slicer, though it is coming from a seperate table 'DateTable', which has a single column [JustDate] of distinct dates (not times) from 'Table'[Date]. Example below.

It's important to note that 'DateTable' is NOT linked to 'Table'

What I'm Trying To Do

I need to create several metrics based on the last row of each [ID] for which the [Date] is earlier than the currently selected 'DateTable'[JustDate]. I.e. I'd like to create a new table 'NewTable' that has gone through the following steps:

1. Filter 'Table' to only records for which 'Table'[Date] < 'DateTable'[JustDate]

2. Group by [ID], keeping the row with the latest [Date].

For example, if the slicer for 'DateTable'[JustDate] were set to 5/1/2018, 'NewTable' would look like this:

What I've Tried

Basically everything I've seen on these forums, save for what appears to be super-advanced work arounds (I'm fairly new to Power BI).

The method that makes the most sense intuituvely is to create 'NewTable' such that

'NewTable' = FILTER(ALL('Table'), 'Table'[Date} < SELECTEDVALUE('DateTable'[JustDate]))

and then proceed to Group By, but I haven't even been able to get the above to produce any data. I've tried several variations of the above approach, as well as a few others I've seen around these forums. Any help is appreciated.

Thanks!

[Seward12533]

Hi, can you post your sample data as a table or link to a demo workbook?  I'm thinking this should work

NewTable = VAR Just_Date = MAX(JustDate[Date])  RETURN

SUMMARIZE(fact[ID],"Type",CALCULATE(LASTNONBLANK(Fact[Type],FILTER(fact,fact[Date]<=Just_Date,
                        "Date",CALCULATE(MAX(fact[Date],FILTER(fact,fact[Date]<=Just_Date,...)

If you struggle with this approach you can create a table of the unique ID number and the MAX Date

NewTable = SUMMARIZE(fact[ID],"Date",CALCULATE(MAX(fact[Date]),Filter(fact,Fact[Date]<=MAX(JustDate[Date]))))

Then you could use LOOKUPVALUE to extract the value to TYPE, OTher, VARS etc based on ID and DATE .  While not very efficiecnt its easier conceptually. 

[topkatt]

Sorry about the data, I've attempted to include it below.

I'm trying your propsed solutions now, will update shortly.

Thanks!

IDTypeDateOtherVars

23	CREATED	10/23/2017 7:39:30 AM	Fun	Data
23	UPDATED	12/28/2017 9:23:01 PM	Fun	Data
23	DELIVERED	5/18/2018 4:27:10 PM	Fun	Data
32	CREATED	10/31/2017 10:56:25 AM	Fun	Data
32	UPDATED	12/31/2017 9:10:58 PM	Fun	Data
32	DELIVERED	6/16/2018 4:26:31 PM	Fun	Data
71	CREATED	5/22/2018 4:14:09 PM	Fun	Data
71	CANCELED	5/22/2018 5:19:00 PM	Fun	Data
217	CREATED	11/29/2017 7:41:00 AM	Fun	Data
217	UPDATED	12/28/2017 9:23:01 PM	Fun	Data
217	DELIVERED	5/19/2018 4:27:45 PM	Fun	Data
227	CREATED	12/15/2017 8:02:19 AM	Fun	Data
227	RESCHEDULED	12/21/2017 8:42:59 PM	Fun	Data
227	UPDATED	12/28/2017 9:27:24 PM	Fun	Data
227	RESCHEDULED	1/16/2018 1:50:29 PM	Fun	Data
227	UPDATED	1/17/2018 1:36:26 PM	Fun	Data
227	DELIVERED	4/6/2018 2:03:02 PM	Fun	Data
227	CREATED	10/18/2017 8:16:00 AM	Fun	Data
227	UPDATED	12/28/2017 9:45:29 PM	Fun	Data
227	RESCHEDULED	1/1/2018 4:40:54 PM	Fun	Data
227	UPDATED	1/3/2018 6:05:40 AM	Fun	Data
227	DELIVERED	4/6/2018 1:57:48 PM	Fun	Data