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hoanganhep
Frequent Visitor

I want to take the status of the latest opportunity (created date or ID of Opportunity)

Dear everyone, 

 

I have 2 tables below:

Customer

IDName
1A
2B
3C

Opportunity

IDCustomer_IDStatusCreated Date
11Won10/10/2022
21Lost25/10/2022
32Won13/10/2022
42Won23/10/2022
53Lost13/10/2022
63Won23/10/2022

2 table relationship by: Customer.id = Opportunity.Customer_id

 

Now I want to create a column "Last Opp Status" at the Customer table like below:

IDNameLast Opp Status
1ALost
2BWon
3CWon

It will take the status of the latest opportunity (created date or ID of Opportunity)

 

Please show me, how can I do that.

 

Thank you, everyone

1 ACCEPTED SOLUTION
Samarth_18
Community Champion
Community Champion

Hi @hoanganhep ,

 

You could create a column as below:-

 

last opp status = 
VAR latest_date =
    CALCULATE (
        MAX ( opportunity[Created Date] ),
        FILTER ( opportunity, opportunity[Customer_ID] = Customer[ID] )
    )
RETURN
    CALCULATE (
        MAX ( opportunity[Status] ),
        FILTER (
            ALL ( opportunity ),
            opportunity[Customer_ID] = Customer[ID]
                && opportunity[Created Date] = latest_date
        )
    )

Output:-

Samarth_18_0-1653565513121.png

 

 

BR,

Samarth

Best Regards,
Samarth

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin

View solution in original post

2 REPLIES 2
Samarth_18
Community Champion
Community Champion

Hi @hoanganhep ,

 

You could create a column as below:-

 

last opp status = 
VAR latest_date =
    CALCULATE (
        MAX ( opportunity[Created Date] ),
        FILTER ( opportunity, opportunity[Customer_ID] = Customer[ID] )
    )
RETURN
    CALCULATE (
        MAX ( opportunity[Status] ),
        FILTER (
            ALL ( opportunity ),
            opportunity[Customer_ID] = Customer[ID]
                && opportunity[Created Date] = latest_date
        )
    )

Output:-

Samarth_18_0-1653565513121.png

 

 

BR,

Samarth

Best Regards,
Samarth

If this post helps, please consider accepting it as the solution to help the other members find it more quickly.
Appreciate your Kudos!!
Connect on Linkedin

Thank you, sir, this is what I looking for.

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