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MIchri
Resolver I
Resolver I

Return current value from LastNonBlank by date

Hi,

I have a table "DividendStocks" and I need a column or measure like "Shares": 

StockTickerDatePurchaseShares (what I need)
PEPJan050
GILDJan0200
SVKJan100150
PEPDec5050
GILDDec200200
SVKDec5050


I have tried this calc column but it does not seem to work properly. 

Shares =
var LastNonBlankDate = CALCULATE(MAX(DividendStocks[Date]),FILTER(ALL(DividendStocks),DividendStocks[Date]<=MAX(DividendStocks[Date]) && DividendStocks[Purchase]<>0))
var LastNonBlankST = CALCULATE(MAX(DividendStocks[StockTicker]),FILTER(ALL(DividendStocks),DividendStocks[StockTicker] <>""))
RETURN
CALCULATE(SUM(DividendStocks[Purchase]),
FILTER(ALL(DividendStocks),DividendStocks[Date] = LastNonBlankDate))

Thanks!
Mikkel 
1 ACCEPTED SOLUTION
v-xulin-mstf
Community Support
Community Support

Hi @MIchri,

 

Try measure as:

shares =

CALCULATE(

    SUM(DividendStocks[Purchase]),

     FILTER(

         ALL(DividendStocks),

        DividendStocks[Date]<=MAX('Table'[Date]) &&  DividendStocks[Purchase]<>0 && DividendStocks[StockTicker]=MAX(DividendStocks[StockTicker]) && DividendStocks[StockTicker] <>""))

Here is the output:

v-xulin-mstf_0-1611897509047.png

 

Here is the demo, please try it: Return current value from LastNonBlank by date

 

Best Regards,

Link

 

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-xulin-mstf
Community Support
Community Support

Hi @MIchri,

 

Try measure as:

shares =

CALCULATE(

    SUM(DividendStocks[Purchase]),

     FILTER(

         ALL(DividendStocks),

        DividendStocks[Date]<=MAX('Table'[Date]) &&  DividendStocks[Purchase]<>0 && DividendStocks[StockTicker]=MAX(DividendStocks[StockTicker]) && DividendStocks[StockTicker] <>""))

Here is the output:

v-xulin-mstf_0-1611897509047.png

 

Here is the demo, please try it: Return current value from LastNonBlank by date

 

Best Regards,

Link

 

If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

parry2k
Super User III
Super User III

@MIchri it is easier if you add a date dimension in your model and work from it. To add a date dimension, check my blog post and then you can add this measure

 

Previous Month Shares = CALCULALTE ( SUM ( Table[Purchase] ), PREVIOUSMONTH ( DateTable[Date] ) )  

 

Check my latest blog post Compare Budgeted Scenarios vs. Actuals 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!

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