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Query - Find max date for each customer, if null take last previous transaction date, by month year

Hi,

 

I have a table with transaction dates for each customer.

Then I have date table with dates, months, years.

 

I want to have a new table that will show for each customer his last transaction date per month/year.

If transaction date is missing in one month&year then take previous transaction date.

 

Example

SurferMike_0-1597158549312.png

Result

SurferMike_1-1597158842734.png

Thank you!

Mike

1 ACCEPTED SOLUTION

Accepted Solutions
Super User I
Super User I

Hi @SurferMike 

 

I've had a similar situation, the below helped me solve it.  I think the blank date would get resolved by this also.

 

https://community.powerbi.com/t5/Desktop/Consuming-only-updated-records-in-Power-query/m-p/726938/hi...





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3 REPLIES 3
Super User I
Super User I

Hi @SurferMike 

 

I've had a similar situation, the below helped me solve it.  I think the blank date would get resolved by this also.

 

https://community.powerbi.com/t5/Desktop/Consuming-only-updated-records-in-Power-query/m-p/726938/hi...





Did I answer your question? Mark my post as a solution!

Proud to be a Super User!




View solution in original post

Super User IV
Super User IV

@SurferMike , Try with a date table. Month year should be there in month year table

 

Max till year

YTD = CALCULATE(MAX(Table[Transaction Date]),DATESYTD('Date'[Date],"12/31"))

 

max across year


Cumm = CALCULATE(MAX(Table[Transaction Date]),filter(date,date[date] <=maxx(date,date[date])))

 

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.



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Community Support
Community Support

Hi @SurferMike ,

 

Check the measure below.

Measure = CALCULATE(MAX('Table'[date]),FILTER(ALLEXCEPT('Table','Table'[customer]),MONTH('Table'[date])<=SELECTEDVALUE('CALENDAR'[month])&&YEAR('Table'[date])=SELECTEDVALUE('CALENDAR'[year])))

1.PNG 

 

Best Regards,

Jay

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

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