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Hello PBI Experts,
I have a question for you ! 🙂 I have multiple lines for the same investment (or projects) depending on its progress in a workflow ( Pre-Approval / Approval / N/A) and I have same kinds of message (approved / pending) per workflow progress.
I would like to add an extra column ("Latest Status" ) in Power Query inside PBI which displays for each line the latest status per investment in the following way:
Your help is much appreciated.
@Anonymous - do you have a date or timestamp column in the data? You kind of need a column to order by if you want the "latest".
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One approach to this:
Hi @Anonymous ,
According to the screenshot, I'm not clear about the logic of the “Latest Status”.
For ABC1, the latest row is Approval & Approved , it's right. But for ACB2, the latest row is Approval & N/A , why the final result is Approval & Pre-Approval ?
The rule I can find is that there may be an order for status ,like
Workflow: From N/A --> Pre-Approval --> Approval
Message: From N/A --> Approval Pending --> Approved
Let's take an example:
For ABC1 , firstly Message has two values: Approval Pending and Approved. So the latest message is Approved, then according to this, find two Workflows as well: Pre-Approval and Approval. so the lastest workflow is Approval
Could you please explain more to help us clarify your scenario?
Best Regards,
Eyelyn Qin