Forum Discussion

PBIX_COACH's avatar
PBIX_COACH
Helper II
3 years ago
Solved

Return the max date and associated value

Hi Team I need some help to sum line 1, 4 and 8 respectively however I'm having a hard time doing so without adding the entire line. Essentially I need to grab just the values at the max date (year Qtr header) of the three categories lines and sum them. I have a Dim table for the date that I am using to get the YYYY QQ.

 

  • tamerj1's avatar
    tamerj1
    3 years ago

    Thank you PBIX_COACH 

    That is not a big issue. Please try

    LastDate2 = 
    VAR T1 =
        SUMMARIZE ( 'Maintbl', Sort_tbl[Line_Items], CalendarDim[Year-Q], "@Value", SUM ( 'Maintbl'[Value] ) )
    VAR T2 =
        FILTER ( T1, [@Value] > 0 && Sort_tbl[Line_Items] IN { "Line 1","Line 4","Line 8" } )
    VAR T3 =
        TOPN ( 1, T2, CalendarDim[Year-Q] )
    RETURN
        SUMX ( T3, [@Value] )

     

     

     

     

16 Replies

  • tamerj1's avatar
    tamerj1
    Community Champion

    Hi PBIX_COACH 

    please try something like

    =
    VAR T1 =
    SUMMARIZE ( 'Table', 'Table'[Category], 'Date'[YearQuarterNumber] )
    VAR T2 =
    TOPN ( 1, T1, 'Date'[YearQuarterNumber] )
    VAR T3 =
    FILTER ( T2, 'Table'[Category] IN { "Line1", "Line4", "Line8" } )
    RETURN
    MAXX ( T3, [Measure] )

  • No dice on this one tamerj1 FreemanZ I think I'm looking for a semi-additive calculation that will end up in a card visual. to add more context, the model is set up as followed.

     

    Here is my model set up

     

    And here is what I'm trying to achieve. I am using a switch formula to get the respective line item value which is working great. the trouble is I need the create a formula that gives the values at the max date (year Qtr header) based on whatever year I have in my slicer and then have the label line items highlighted summed to compute the valuelisted in the card. 

     

    I am using this formula which works, however, I only get values for year 2022 that have all the values complete however when I change my slicer to 2023 I get a blank result.

     

    LastDate :=
    CALCULATE (
        SUM ( mainTbl[value] ),
        LASTDATE ( mainTbl[date]  
    )

     

    So sorry I cant post the PBIX file but I could really use the help on this on.

     

     

    • tamerj1's avatar
      tamerj1
      Community Champion

      PBIX_COACH 
      The only thing that is not clear is the only thing that you did not clarify at all. Why Lines 1, 4 and 8?

      Again I propose the same solution with minor modification

      LastDate :=
      VAR T1 =
          SUMMARIZE ( 'mainTbl', 'sort_table'[Line Item], 'cal_tbl'[YearQuarterNumber] )
      VAR T2 =
          TOPN ( 1, T1, 'cal_tbl'[YearQuarterNumber] )
      VAR T3 =
          FILTER ( T2, 'sort_table'[Line Item] IN { "Line1", "Line4", "Line8" } )
      RETURN
          SUMX( T3, CALCULATE ( SUM ( 'sort_table'[Value] ) ) )
      • PBIX_COACH's avatar
        PBIX_COACH
        Helper II

        tamerj1 The reason for line 1,4,and 8 is that these values need to be added together and displayed in a card visual. let me give it a shot and get back to you if it dose not work.

         

        Thanks for the assist.