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andra2
Helper I
Helper I

How to retrieve records in a matrix by filtering for latest date within a Direct Query source Table

Hello, 

I have a source table with bellow data that is using Dataverse Direct Query:

User       entrydate        team       strategy    stock

a1/19/2022team112
b1/18/2022team 112
c1/17/2022team112
d1/20/2022team122
e1/18/2022team 122
f1/17/2022team122

 

I want to display in a matrix table the below result. Basically, to retrieve the coresponding record of the latest day within each team + strategy + stock combination. 

User      entrydate          team       strategy  stock

a1/19/2022team112
d1/20/2022team122

 

The issue I am encountering is related to the Direct Query Mode (I cannot create calculated columns using max like filter etc) and this mode is being required by the client 

Please support me on this. 

Thank you very much!

 

1 ACCEPTED SOLUTION
parry2k
Super User
Super User

@andra2 here is the measure that you can use:

 

MM = 
CALCULATE ( 
    MAX ( Team[User] ),
    KEEPFILTERS (
        TOPN (
            1,
            ALLEXCEPT ( TEam, Team[Stock], Team[Strategy], Team[Team] ),

            CALCULATE ( MAX ( Team[Date] ) ),
            DESC
        )
    )
)

 

parry2k_0-1642699301830.png

 

 

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Learn about conditional formatting at Microsoft Reactor

My latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

View solution in original post

3 REPLIES 3
parry2k
Super User
Super User

@andra2 glad to help. do subscribe to my youtube channel (link below) for interesting power bi how to's and tips/tricks. Cheers!!

 

 

Follow us on LinkedIn and YouTube.gif to our YouTube channel

 

Learn about conditional formatting at Microsoft Reactor

My latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

parry2k
Super User
Super User

@andra2 here is the measure that you can use:

 

MM = 
CALCULATE ( 
    MAX ( Team[User] ),
    KEEPFILTERS (
        TOPN (
            1,
            ALLEXCEPT ( TEam, Team[Stock], Team[Strategy], Team[Team] ),

            CALCULATE ( MAX ( Team[Date] ) ),
            DESC
        )
    )
)

 

parry2k_0-1642699301830.png

 

 

Follow us on LinkedIn and YouTube.gif to our YouTube channel

 

Learn about conditional formatting at Microsoft Reactor

My latest blog post The Power of Using Calculation Groups with Inactive Relationships (Part 1) (perytus.com) I would  Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

 

Visit us at https://perytus.com, your one-stop-shop for Power BI-related projects/training/consultancy.

 



Subscribe to the @PowerBIHowTo YT channel for an upcoming video on List and Record functions in Power Query!!

Learn Power BI and Fabric - subscribe to our YT channel - Click here: @PowerBIHowTo

If my solution proved useful, I'd be delighted to receive Kudos. When you put effort into asking a question, it's equally thoughtful to acknowledge and give Kudos to the individual who helped you solve the problem. It's a small gesture that shows appreciation and encouragement! ❤


Did I answer your question? Mark my post as a solution. Proud to be a Super User! Appreciate your Kudos 🙂
Feel free to email me with any of your BI needs.

Thank you very much @parry2k 

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