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NickzNickz's avatar
NickzNickz
Icon for Helper IV rankHelper IV
3 years ago
Solved

displaying data by category and latest date

Hi, 

I have the below table (new version) for my testing data. 

How can I create a measure for a line chart to display the latest amount based on the category, date and month?

The reason why I need to filter by date and month is because there will be a month 13. Month 13 is an Audited Amount. 
From there, I will filter the data to the latest 3 years. Below is the measure that I used. If anyone has the simplified version, please do advise me.

Last 3 Years = 

VAR _currentyear = YEAR(TODAY())
VAR _previousyear = SELECTEDVALUE(test4_3years[Year])
RETURN
    SWITCH(
        TRUE(),
        _previousyear <= _currentyear -1 &&
        _previousyear >= _currentyear -3, 1,
        0
    )


Thank you.
Regards,

NickzNickz

 

DAX
need helps
  • Anonymous's avatar
    Anonymous
    3 years ago

    Hi NickzNickz ,

     

    Try this measure.

    Latest Amount = 
VAR LatestDate =
    CALCULATE (
        MAX ( TableName[Date] ),
        ALLEXCEPT ( TableName, TableName[Category] )
    )
var _13=CALCULATE(SUM('TableName'[Amount]),FILTER(ALL('TableName'),'TableName'[Date]=MAX('TableName'[Date]) && 'TableName'[Category]=MAX('TableName'[Category]) && 'TableName'[Month]=13))
var _amount=
    CALCULATE (
        SUM ( TableName[Amount] ),
        TableName[Date] = LatestDate
    )
return IF(_13 =BLANK(),_amount,_13)

    Best Regards,

    Neeko Tang

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

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi NickzNickz ,

     

    According to your description, here are my steps you can follow as a solution.

    (1) My test data is the same as yours.

    (2) We can create a measure. 

    Latest Amount = 
VAR LatestDate =
    CALCULATE (
        MAX ( TableName[Date] ),
        ALLEXCEPT ( TableName, TableName[Category] )
    )
RETURN
    CALCULATE (
        SUM ( TableName[Amount] ),
        TableName[Date] = LatestDate
    )
    Last 3 Years = 

VAR _currentyear = YEAR(TODAY())
VAR _previousyear = SELECTEDVALUE(test4_3years[Year])
RETURN
        IF ( _previousyear <= _currentyear - 1 && _previousyear >= _currentyear - 3, 1, 0 )

    (3) Then the result is as follows.

     

    If the above one can't help you get the desired result, please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

     

    Best Regards,

    Neeko Tang

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

    • NickzNickz's avatar
      NickzNickz
      Icon for Helper IV rankHelper IV
      3 years ago

      Hi Anonymous ,

       

      I have tested to view the result... 

      Based on the scenario, if the category has month 12 and month 13, the measure should pick up month 13 only or else month 12 ... 

       

      Regards,

      NickzNickz

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        3 years ago

        Hi NickzNickz ,

         

        Try this measure.

        Latest Amount = 
VAR LatestDate =
    CALCULATE (
        MAX ( TableName[Date] ),
        ALLEXCEPT ( TableName, TableName[Category] )
    )
var _13=CALCULATE(SUM('TableName'[Amount]),FILTER(ALL('TableName'),'TableName'[Date]=MAX('TableName'[Date]) && 'TableName'[Category]=MAX('TableName'[Category]) && 'TableName'[Month]=13))
var _amount=
    CALCULATE (
        SUM ( TableName[Amount] ),
        TableName[Date] = LatestDate
    )
return IF(_13 =BLANK(),_amount,_13)

        Best Regards,

        Neeko Tang

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