Getting values based on latest available dates incl. filtered earlier dates

[Anonymous]

Hello,

I'm trying to create a table that shows the fields based on the latest available date by default, as well as when filtered.

Sample data:

Customer	Date	Sale
Client 1	31-Jan-20	10
Client 1	29-Feb-20	15
Client 2	31-Dec-20	8
Client 3	31-Dec-20	2
Client 3	31-Jan-20	5
Client 4	29-Feb-20	9
Client 2	29-Feb-20	6

Output 1 (Default):

Customer	Date	Sale
Client 1	29-Feb-20	15
Client 2	29-Feb-20	6
Client 3	31-Jan-20	5
Client 4	29-Feb-20	9

Output 2 (Filtered for 31-Jan-20):

Customer	Date	Sale
Client 1	31-Jan-20	10
Client 2	31-Dec-20	8
Client 3	31-Jan-20	5

LatestDate = MAXX(Table1, Table1[Date]) can generate Output 1, but is missing Client 2 details for Output 2. 

Guidance from the gurus will great gratitude! 

[amitchandak]

@Anonymous , Try with Customer in visual table

lastnonblankvalue(Table[Date], Sum(Table[Sale]))
max(Table[Date])

[Anonymous]

@amitchandak 

Thanks for the response. 

I've set 
SaleMeasure = lastnonblankvalue(Table[Date], Sum(Table[Sale]))

DateMeasure = max(Table[Date])

and my output when filtering Date = "31-Jan-20" is still 

Customer	DateMeasure	SaleMeasure
Client 1	31-Jan-20	10
Client 3	31-Jan-20	5

I think it's because my Filter is based on Date because I can't put DateMeasure in the Filter section - any idea how to do this?

[v-rzhou-msft]

Hi @Anonymous 

You may try my measure.

I build a table like yours to have a test.

Measure:

LatestDate = MAXX(FILTER(all(Table1),Table1[Customer]=MAX(Table1[Customer])), Table1[Date]) 

LastSales = SUMX(FILTER(ALLEXCEPT(Table1,Table1[Customer]),Table1[Date]=[LatestDate]),Table1[Sale])

Result:

Default:

Filter 2020/1/31 it will still show the latest date in measure:

You can download the pbix file from this link: Getting values based on latest available dates incl. filtered earlier dates

Best Regards,

Rico Zhou

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

[Anonymous]

Hi @v-rzhou-msft 

Thank you for building out the dataset. However, your outputs still do not match the desired output of "latest available value, subject to any date filters". Have highlighted difference in blue font.

Default:

Customer	LatestDate	LatestSale
Client 1	29-Feb-20	15
Client 2	29-Feb-20	6
Client 3	31-Jan-20	5
Client 4	29-Feb-20	9

Filter (31-Jan-20):

Customer	LatestDate	LatestSale
Client 1	31-Jan-20	10
Client 2	31-Dec-20	8
Client 3	31-Jan-20	5

[Anonymous]

Sorry @v-rzhou-msft , just noticed your dates are Jan-20, Feb-20 and Dec-20. The max portion works for the Default mode, but still doesn't work for the filtered dates.

I want the same output for Default as the filter for Dec-20, but only 2 entries are shown for your workbook.

[v-rzhou-msft · Accepted solution]

Hi @Anonymous 

I change my measure and build a slicer to achieve your goal.

Slicer table:

Slicer = VALUES(Table1[Date])

Result:

Measure

LatestDate =
VAR _SELECT =
    SELECTEDVALUE ( Slicer[Date] )
VAR _A =
    MAXX (
        FILTER (
            ALL ( Table1 ),
            Table1[Customer] = MAX ( Table1[Customer] )
                && Table1[Date] <= _SELECT
        ),
        Table1[Date]
    )
VAR _B =
    MAXX (
        FILTER (
            ALL ( Table1 ),
            Table1[Customer] = MAX ( Table1[Customer] )
                && Table1[Date] <= TODAY ()
        ),
        Table1[Date]
    )
RETURN
    IF ( ISFILTERED ( Slicer[Date] ), _A, _B )

LastSales = SUMX(FILTER(ALLEXCEPT(Table1,Table1[Customer]),Table1[Date]=[LatestDate]),Table1[Sale])

As default, we will get values based on the latest available dates compare with toady.

Today() = 2020/8/14 so the available dates should be 2020/1/31 and 2020/2/29.

Result:

Select 2020/1/31, the available dates should be 2020/1/31.

Result:

Select 2020/2/29, the available dates should be 2020/1/31 and 2020/2/29.

Result:

Select 2020/12/31, the available dates should be 2020/1/31 , 2020/2/29 and 2020/12/31.

Result:

If this reply still couldn't help you to solve your problem, please tell me more details.

I am confused about why when you select 2020/1/31, the result will show 2020/12/31. Could you tell me your calculate logic?

You can download the pbix file from this link: Getting values based on latest available dates incl. filtered earlier dates

Best Regards,

Rico Zhou

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

[Anonymous]

Thanks a lot @v-rzhou-msft 

The new Latest Date measure + slicer work perfectly!

FYI, the output I showed was what I wanted to get but could not seem to get with the earlier measures, but your current solution has solved this.

Thanks again!!