DAX date issue - earliest date and record

Hi Jsummersgill86 ,

Thank you for reaching out to the Microsoft Community Forum.

I have done some changes in your DAX  measures. In additionally i have created "Initial Estimate Value", "Prior Estimate Value", "Current Estimate Value" and "Change in Estimate" measures with sample syntax.

1.

Most Recent Date =
CALCULATE(
MAX(FACT[Est_Dt]),
ALLEXCEPT(FACT, FACT[OfficeID])
)

Note: It calculates per OfficeID within the filter context.

2.

First Release Date =
CALCULATE(
MIN(FACT[Est_Dt]),
ALLEXCEPT(FACT, FACT[OfficeID])
)

3.

Initial Estimate Value =
CALCULATE(
SUM(FACT[Est_rev]),
FILTER(
ALL(FACT),
FACT[Est_Dt] = CALCULATE(MIN(FACT[Est_Dt]), ALLEXCEPT(FACT, FACT[OfficeID]))
)
)

4. Assume your Date table is used in slicers, and slicer is filtering for last 2 months, you can use below measure

Prior Estimate Value =
VAR StartDate =
MIN(DIM_DATE[Date])
VAR PriorDate =
CALCULATE(
MAX(FACT[Est_Dt]),
FILTER(
ALL(DIM_DATE),
DIM_DATE[Date] < StartDate
),
ALLEXCEPT(FACT, FACT[OfficeID])
)
RETURN
CALCULATE(
SUM(FACT[Est_rev]),
FILTER(
ALL(FACT),
FACT[Est_Dt] = PriorDate
)
)

5.

Current Estimate Value =
VAR MaxEstNum =
CALCULATE(
MAX(FACT[Est_Num]),
ALLEXCEPT(FACT, FACT[OfficeID])
)
RETURN
CALCULATE(
SUM(FACT[Est_rev]),
FILTER(
FACT,
FACT[Est_Num] = MaxEstNum
)
)

6.

Change in Estimate = [Current Estimate Value] - [Prior Estimate Value]

I hope this information helps. Please do let us know if you have any further queries.

Regards,

Dinesh