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BrightBart
Frequent Visitor

Returning Most Recent Value by Category Based on Slicer

Need help. I have a table, "Table" that has only 3 columns: Category, Date, Value:

BrightBart_0-1638486410444.png

I am looking for the ability to have the user, using a slicer, select any date and then creating a measure that would return the most recent value for each category that is before the user-selected value.

 

In the example above, if the user selects 7/1/2020, the resultant table in the report would be:

 

BrightBart_4-1638486988033.png

 

This is pulling the "2" value for the 4/13/2020 row for Category 1 and the "5" value off the 4/3/2019 row for Category 2 and totaling will total them correctly to 7.

I can easily create a measure that gives me the overall latest amount but I'm really stumped on putting it together with the dynamic user selection.

 

Any help would be greatly appreciated.

 

 

 

2 ACCEPTED SOLUTIONS
ebeery
Solution Sage
Solution Sage

@BrightBart the model linked below does what you describe, but it is probably just one of many possible solutions.

ebeery_0-1638490858033.png

https://drive.google.com/file/d/1WFwxZ19prv9IzmuAKYLsDyuTsKODCsOO/view?usp=sharing 

View solution in original post

Ashish_Mathur
Super User
Super User

Hi,

You may download the PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

5 REPLIES 5
Ashish_Mathur
Super User
Super User

Hi,

You may download the PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Thank you, this too works perfectly. I will admit that I am not yet good enough to fully understand this but I could easily reapply if needed.

You are welcome.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
ebeery
Solution Sage
Solution Sage

@BrightBart the model linked below does what you describe, but it is probably just one of many possible solutions.

ebeery_0-1638490858033.png

https://drive.google.com/file/d/1WFwxZ19prv9IzmuAKYLsDyuTsKODCsOO/view?usp=sharing 

Thank you. Works perfectly.

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