Report filter automatic result

[Anonymous]

Hello experts!

I need to filter the report to recognize the most recent date, then filter to only show results for the group of that date. For example...

The most recent event date on the database = 1/29/16 .  So I need the filter to ONLY show results for 6 days in event# 152.  This will prevent me from having to manually code the event# in the report each time a new event happens.  Any ideas?

Im a newbie to this, so a simple-mans answer would be much appreciated 😄

DATE	Event#	Day of Event	RevCat1	RevCat2	RevCat3	RevCat4	RevCat5
1/3/2016	150	1	$0.00	$0.00	$0.00	$0.00	$0.00
1/3/2016	150	2	$0.00	$0.00	$0.00	$0.21	($104.00)
1/4/2016	150	3	$50.00	$0.00	$0.00	$1,948.89	$308.50
1/5/2016	151	1	$0.00	$0.00	$0.00	$0.00	$0.00
1/6/2016	151	2	$0.00	$0.00	$0.00	$779.61	$307.00
1/7/2016	151	3	$0.00	$0.00	$413.00	$897.78	$1,011.00
1/8/2016	151	4	$0.00	$0.00	$0.00	$2,175.40	($618.00)
1/9/2016	151	5	$0.00	$1,040.50	$0.00	($21.06)	$614.50
1/10/2016	151	6	$28.50	$0.00	$0.00	$445.66	$526.00
1/11/2016	152	1	$0.00	$0.00	$0.00	$810.06	$662.50
1/12/2016	152	2	$360.50	$0.00	$0.00	$344.23	$1,268.00
1/27/2016	152	3	$0.00	$0.00	$0.00	$720.20	$1,301.00
1/27/2016	152	4	$0.00	$0.00	$0.00	$956.91	$643.50
1/28/2016	152	5	$0.00	$0.00	$287.00	$1,158.48	$2,290.50
1/29/2016	152	6	$198.00	$21,876.00	$276.00	$1,335.29	$726.00

[v-caliao-msft]

Hi Pchapple,

According to your description, you need to only show most recent event date with add any filter, right?

I have tested it on my local environment, there is no any Minimum and Maximum option for a date value.

So you need to create another table to get only the lastest date for each event, and then use the new created table to create visuals.

Create a column in the original table
LatestDate = CALCULATE(MAX(Latest[DATE]),ALLEXCEPT(Latest,Latest[Event#]))
Then create a new table
LatestEvent = SUMMARIZE(Latest,Latest[Event#])
Add those columns to the new created table.
LatestDate = LOOKUPVALUE(Latest[LatestDate],Latest[Event#],LatestEvent[Event#])
RevCat1 = LOOKUPVALUE(Latest[RevCat1],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
RevCat2 = LOOKUPVALUE(Latest[RevCat2],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
RevCat3 = LOOKUPVALUE(Latest[RevCat3],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
RevCat4 = LOOKUPVALUE(Latest[RevCat4],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
RevCat5 = LOOKUPVALUE(Latest[RevCat5],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])

 

Regards,

Charlie Liao

[Anonymous]

Thanks @v-caliao-msft

When you are referecning the table Latest... for example...

LatestDate = CALCULATE(MAX(Latest[DATE]),ALLEXCEPT(Latest,Latest[Event#]))

What table are you refering to?  Is it the original table? When I try to create the new column in the original table as you described, its giving me an error.  

Sorry for the newbie questions...

Paul

[v-caliao-msft]

Hi Pchapple,

Yes, create calculated column in the original table. Please share us the error message, so that we can make further analysis.

Regards,

Charlie Liao

[Anonymous]

Hi @v-caliao-msft

Have created the column as suggested however the process for creating a table seems unclear.  Maybe Im not creating the table rtight, but it does not seem that the formulae works when I use ENTER DATA to create a new table.

You say "Then create a new table
LatestEvent = SUMMARIZE(Latest,Latest[Event#])" however this does not seem to return any results when pasted into the 1st cell

Thanks

[v-caliao-msft]

Hi Pchapple,

I have create a table by using Enter Data, everything works fine. Here are the steps for you reference.

1. Create a table using Enter Data (change the table name to Latest) and then click Loda button.
   
2. Click Data on the left pane, and click Modeling the click New Column. Type the DAX below.
   LatestDate = CALCULATE(MAX(Latest[DATE]),ALLEXCEPT(Latest,Latest[Event#]))
   
3. Click New Table and type the DAX below.
   LatestEvent = SUMMARIZE(Latest,Latest[Event#])
   
4. Add those columns to the new created table.
   LatestDate = LOOKUPVALUE(Latest[LatestDate],Latest[Event#],LatestEvent[Event#])
   RevCat1 = LOOKUPVALUE(Latest[RevCat1],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
   RevCat2 = LOOKUPVALUE(Latest[RevCat2],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
   RevCat3 = LOOKUPVALUE(Latest[RevCat3],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
   RevCat4 = LOOKUPVALUE(Latest[RevCat4],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
   RevCat5 = LOOKUPVALUE(Latest[RevCat5],Latest[DATE],LatestEvent[LatestDate],Latest[Event#],LatestEvent[Event#])
   

Regards,

Charlie Liao

[Sean]

@Anonymous Create the 2 Measures and then replace [Date] in your Table Visual with Last Date and [Event#] with Last Event#

Last Date = 
CALCULATE ( LASTDATE ( 'Table'[DATE] ), ALL ( 'Table' ) )

Last Event# =
CALCULATE (
    VALUES ( 'Table'[Event#] ),
    LASTDATE ( 'Table'[DATE] ),
    ALL ( 'Table' )
)

[Anonymous]

Thanks!  This works to create the data for the most recent Event# recorded (thakn you!!).  However, the system won't let me use this Measure as a Report Filter.  (can't drag it into the report filter box).  Any ideas?

[Sean]

Last Date formula will work as a column too...

[Anonymous]

Thanks Sean, Sorry for the rooky questions.  How do I use these in the Page FIlter setting?  When I drag the info in (either columns or measurews), it still requires me to select and event#

Basically, Im trying not to over load the reader with data, so want the page to automatically filter to show only the current event data.  (most recent event).  

Thanks for your support on this!