Filter using last date not working

[gunjan80]

I have a Sales table. I am trying to get the sale amount as per the last sale quarter.   I've tried, using 'LastDate' function. It works independantly  but it does not work with the filter combination. I want to show the visualization as a matrix.  The below Dax statement works if I mention "Q2". But it does not work if I try to use lastdate or Max(Quarter). I cannot keep changing Q2 to Q3/Q4 every time there is additional sales. Please help. Thanks.

Last Sale Amount = CALCULATE(sum(Table1[Sales]), FILTER(ALLEXCEPT(Table1, 'Table1'[Customer Name]), 'Table1'[Quarter] = "Q2" ))

Customer Name	Sales	Product	Quarter	Date
C1	100	abc	Q1	3/31/2020
C2	200	mmm	Q1	3/31/2020
C3	300	ggg	Q1	3/31/2020
C4	400	abc	Q1	3/31/2020
C5	500	ggg	Q1	3/31/2020
C1	150	mmm	Q2	6/30/2020
C2	250	ddd	Q2	6/30/2020
C3	350	ggg	Q2	6/30/2020
C4	450	abc	Q2	6/30/2020
C5	550	hhh	Q2	6/30/2020

[gunjan80]

I need this data for forecasting purpose. Forecast calculations will be based on  'Current Sale Amt". Hence for all future quarters I need to use the data of the present quarter (present quarter could be Q3 or Q2 or Q1 or Q4). Below is the type of output I need in the form of a matrix. It works perfectly well with the below DAX, but the problem with it is after every quarter I will have to manually change the quarter from Q2 to Q3 / Q3 to Q4 etc. I tried using last date and Max functions but they dont work in this case. 

Current Sale Amt = CALCULATE(sum(Table1[Sales]), FILTER(ALLEXCEPT(Table1, 'Table1'[Customer Name]), 'Table1'[Quarter] = "Q2" ))

C1	Q1	Q2	Q3	Q4
Actual Sale	100	150
Current Sale Amt	150	150	150	150
C2	Q1	Q2	Q3	Q4
Actual Sale	200	250
Current Sale Amt	250	250	250	250
C3	Q1	Q2	Q3	Q4
Actual Sale	300	350
Current Sale Amt	350	350	350	350

Thanks.

[v-zhenbw-msft]

Hi @gunjan80 ,

We can create a date table and a measure to meet your requirement.

1. Create a whole year date table, add a quarter column and there is no relationship.

Date = CALENDAR("2020/1/1","2020/12/31")

Quarter = "Q" &""& QUARTER('Date'[Date])

2. Then create a measure and use the Date[Quarter] to create a matrix table.

Current Sale Amt = 
VAR _x =
    CALCULATE (
        SUM ( Table1[Sales] ),
        FILTER (
            ALLEXCEPT ( Table1, 'Table1'[Customer Name] ),
            'Table1'[Quarter] = MAX ( 'Date'[Quarter] )
        )
    )
VAR _y =
    CALCULATE (
        SUM ( Table1[Sales] ),
        FILTER (
            ALLEXCEPT ( Table1, Table1[Customer Name] ),
            Table1[Quarter] = MAX ( Table1[Quarter] )
        )
    )
RETURN
    IF ( ISBLANK ( _x ), _y, _x )

If you have any question, please kindly ask here and we will try to resolve it.

Best regards,

Community Support Team _ zhenbw

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

BTW, pbix as attached.

[gunjan80]

 It worked perfectly when the date table was not connected. But unfortunatly I need the date table to be connected. My original model has lots of tables along with a date table. And I need the date table to be connected for various other calculations. The line highlighted in yelow is what I need.  Thanks a lot for all the time and effort you've taken.

[v-zhenbw-msft]

Hi @gunjan80 ,

Sorry for that if a relationship is established, only quarters with data will be displayed.

Maybe you can create a new date table and create a relationship with original table to do some calculations.

Or you can create four Measures to calculate quarter sales separately.

Q1 = 
VAR _maxQ =
    CALCULATE (
        MAX ( Table1[Quarter] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            Table1[Customer Name] = MAX ( Table1[Customer Name] )
        )
    )
RETURN
    IF (
        "Q1" <= _maxQ,
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = "Q1" ) ),
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = _maxQ ) )
    )

Q2 = 
VAR _maxQ =
    CALCULATE (
        MAX ( Table1[Quarter] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            Table1[Customer Name] = MAX ( Table1[Customer Name] )
        )
    )
RETURN
    IF (
        "Q2" <= _maxQ,
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = "Q2" ) ),
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = _maxQ ) )
    )

Q3 = 
VAR _maxQ =
    CALCULATE (
        MAX ( Table1[Quarter] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            Table1[Customer Name] = MAX ( Table1[Customer Name] )
        )
    )
RETURN
    IF (
        "Q3" <= _maxQ,
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = "Q3" ) ),
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = _maxQ ) )
    )

Q4 = 
VAR _maxQ =
    CALCULATE (
        MAX ( Table1[Quarter] ),
        FILTER (
            ALLSELECTED ( Table1 ),
            Table1[Customer Name] = MAX ( Table1[Customer Name] )
        )
    )
RETURN
    IF (
        "Q4" <= _maxQ,
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = "Q4" ) ),
        CALCULATE ( SUM ( Table1[Sales] ), FILTER ( Table1, Table1[Quarter] = _maxQ ) )
    )

If you have any question, please kindly ask here and we will try to resolve it.

Best regards,

Community Support Team _ zhenbw

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

BTW, pbix as attached.

[gunjan80 · Accepted solution]

I fixed this. Here is the DAX.

Last Sale Amount2 = CALCULATE(sum(Table1[Sales]), All('Date'[Quarter]), CALCULATETABLE(LASTDATE(Table1[Date]),ALLEXCEPT(Table1, 'Table1'[Customer Name]) ))

[v-zhenbw-msft]

Hi @gunjan80 ,

Glad you found the solution.

Please mark your reply as an answer, let more people find it more quickly, thanks.

Best regards,

Community Support Team _ zhenbw

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

[gunjan80]

I've marked it as a solution. Thankyou for helping me on this.

[v-zhenbw-msft]

Hi @gunjan80 ,

If you want to display Last Sale Amount in a card visual, you can try this measure.

Last Sale Amount card = 
var _last_date = MAX(Table1[Date])
var _lastQ = CALCULATE(MAX(Table1[Quarter]),FILTER(Table1,Table1[Date]=_last_date))
return
CALCULATE(sum(Table1[Sales]), FILTER(Table1,Table1[Quarter]=_lastQ))

If you want to display Last Sale Amount in a table visual, you can try this measure.

last Sale table = 
var _last_date = CALCULATE(MAX(Table1[Date]),ALLSELECTED(Table1))
var _lastQ = CALCULATE(MAX(Table1[Quarter]),FILTER(ALLSELECTED(Table1),Table1[Date]=_last_date))
return
CALCULATE(sum(Table1[Sales]), FILTER(ALLSELECTED(Table1),Table1[Quarter]=_lastQ))

If it doesn’t meet your requirement, could you please show the exact expected result based on the table that you have shared?

Best regards,

Community Support Team _ zhenbw

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

BTW, pbix as attached.

[amitchandak]

@gunjan80 , If have data saved on the last date of qtr . You can join with date table and use time intelligence to get the data of this qtr vs last qtr.

Now if data on different dates of qtr and you wnat data of only last date use closing balance quarter

https://docs.microsoft.com/en-us/dax/closingbalancequarter-function-dax

QTD

QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(('Date'[Date])))
Last QTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESQTD(dateadd('Date'[Date],-1,QUARTER)))

Power BI — QTD Questions — Time Intelligence 2–5
https://medium.com/@amitchandak.1978/power-bi-qtd-questions-time-intelligence-2-5-d842063da839

Closing Balance

https://community.powerbi.com/t5/Quick-Measures-Gallery/Allocating-Targets-in-Power-BI-Why-You-misse...

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-Y...


Appreciate your Kudos.