Forum Discussion

Soulbroda's avatar
Soulbroda
Frequent Visitor
4 years ago
Solved

Aggregation Rollup with Max date

 

My current Power BI report is presenting the result as it appears in the first table, but what I want to achieve is the table below that. I want it to rollup based on the Security ID and give the max trade date. Does anyone have experience with this?

Aggregation
Date
Rollup
  • tamerj1's avatar
    tamerj1
    4 years ago

    Hi Soulbroda 

    instead of adding the Trade Date to the report as column you can add it as a measure 

    MIN ( TableName[Trade Date] )

    Instead od adding the Units - Trans Level to the report as column you can add it as a measure

    SUM ( TableName[Units - Trans Level] )

2 Replies

  • tamerj1's avatar
    tamerj1
    Community Champion
    4 years ago

    Hi Soulbroda 

    instead of adding the Trade Date to the report as column you can add it as a measure 

    MIN ( TableName[Trade Date] )

    Instead od adding the Units - Trans Level to the report as column you can add it as a measure

    SUM ( TableName[Units - Trans Level] )

    • Soulbroda's avatar
      Soulbroda
      Frequent Visitor
      4 years ago

      Worked like a charm! Thank you so much! I only applied the fix to the Trade date and that did the magic.