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chronis69 Member
Member

Grouping records and selecting oldest

I have the following problem. I have a table that containts the following fields

 

<date>, <offer code>, <status>. <comment>

 

<date> = obvioys
<offer code> = a unique code for a customer offer
<status> = the status of the offer, for example "QUALIFIED", "OFFER", "WON", "CONTRACTS" etc.

<comment>= user comments.

 

Now, I have the following two records

 

1/feb/2017, 123, WON, "customer informed we got the job"

2/feb/2017, 123, WON, "customer asked some clarifications before starting contract negotiation"

 

these are two records for the offer 123 at two different dates. I want to build a report whereby I report when was the earliest date that an offer appears to be WON so that I can report the number and volume of business generate each month.

 

how do I select the earliest (date wise) record?

 

thnx

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Grouping records and selecting oldest

Hi @chronis69,

 

You can try to use below formula which used to calculate monthly count of order code:

 

Measure:

 

Monthly Count:
COUNTAX(FILTER(ALLSELECTED(Table), [Date]<=MAX([Date])&&Month([Date])=MONTH(MAX([Date]))&&[State]="Won"),[offer code])

 

In addition, you can use summarize function to summary the records and show the oldest records.

 

For example:

 

Summary Table = SUMMARIZE(FILTER(ALL('Table'),[State]="Won"),'Table'[Order Code],"MinDate",MIN([Date]),"Count",COUNT('Table'[Order Code]))

 

 

Regards,

Xiaoxin sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
2 REPLIES 2
Community Support Team
Community Support Team

Re: Grouping records and selecting oldest

Hi @chronis69,

 

You can try to use below formula which used to calculate monthly count of order code:

 

Measure:

 

Monthly Count:
COUNTAX(FILTER(ALLSELECTED(Table), [Date]<=MAX([Date])&&Month([Date])=MONTH(MAX([Date]))&&[State]="Won"),[offer code])

 

In addition, you can use summarize function to summary the records and show the oldest records.

 

For example:

 

Summary Table = SUMMARIZE(FILTER(ALL('Table'),[State]="Won"),'Table'[Order Code],"MinDate",MIN([Date]),"Count",COUNT('Table'[Order Code]))

 

 

Regards,

Xiaoxin sheng

Community Support Team _ Xiaoxin Sheng
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.



For learning resources/Release notes, please visit: | |
Highlighted
chronis69 Member
Member

Re: Grouping records and selecting oldest

thanks

 

how would the "monthly code" be defined? will it be a new measure? a new table.

 

RE: summary table, this is probably what I need. I'll give it a try and update

 

BR