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garzamalan's avatar
garzamalan
New Member
4 years ago
Solved

Max data point for each month

Hi,

 

I have an issue that I can seem to resolve.

 

So I have a DB that has the balance (saldo) up to a certain date (Fecha Corrida) (process that runs every sunday) per customer (numcliente)

 

I want to show a graph (which in these case I converted it to tabel to better show the results), that will provide the max date of Fecha Corrida, and since I have Year / Month / Day hierarchy in the X axis, to calculate the balance of the max date, per each month.

 

So in the screenshot you can see that I have for the specific numcliente 2573 in october there are 3 dates of Fecha Corrida, I want that table to only show the 10/24/2021, which is the max of that date. 

 

 

My measurement is

 

Cartera Hist = 
CALCULATE(
    SUM(CarteraSnapshots[saldo]),
    FILTER(
        CarteraSnapshots,
        CarteraSnapshots[fecha_corrida] = MAX(CarteraSnapshots[fecha_corrida])))

 

 

 

My data is

numclientesaldoFecha Corrida
25731720010/24/2021
25731720010/17/2021
25731720010/10/2021
2573172009/26/2021
2573172009/19/2021
2573172009/12/2021
2573172009/5/2021

 

 

And my dashboard is

 

Now, when I do not select an specific customer, it seems to work just fine the measurement (balance of the last date for each month), but it messes up when I select a customer.

 

My expectation is to have the following result

numclientesaldoFecha Corrida
25731720010/24/2021
2573172009/26/2021

 

  • Hi garzamalan ,

    According to your description, I think there are some loopholes in your formula, the same client and the same month have not been not specified, and MAX function in a measure always return the current value, not the maximum value.

    Here's my sample data, I modify the value of saldo column.

    My solution is:

    Cartera Hist = 
    CALCULATE (
        SUM ( CarteraSnapshots[saldo] ),
        'CarteraSnapshots'[fecha_corrida]
            = MAXX (
                FILTER (
                    ALLSELECTED ( CarteraSnapshots ),
                    'CarteraSnapshots'[Month] = MAX ( 'CarteraSnapshots'[Month] )
                        && 'CarteraSnapshots'[numclient] = MAX ( 'CarteraSnapshots'[numclient] )
                ),
                'CarteraSnapshots'[fecha_corrida]
            )
    )
    

    Get the expected result.

    I attach my sample below for reference.

     

    Best Regards,
    Community Support Team _ kalyj

     

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

     

4 Replies

  • Hi garzamalan ,

    According to your description, I think there are some loopholes in your formula, the same client and the same month have not been not specified, and MAX function in a measure always return the current value, not the maximum value.

    Here's my sample data, I modify the value of saldo column.

    My solution is:

    Cartera Hist = 
    CALCULATE (
        SUM ( CarteraSnapshots[saldo] ),
        'CarteraSnapshots'[fecha_corrida]
            = MAXX (
                FILTER (
                    ALLSELECTED ( CarteraSnapshots ),
                    'CarteraSnapshots'[Month] = MAX ( 'CarteraSnapshots'[Month] )
                        && 'CarteraSnapshots'[numclient] = MAX ( 'CarteraSnapshots'[numclient] )
                ),
                'CarteraSnapshots'[fecha_corrida]
            )
    )
    

    Get the expected result.

    I attach my sample below for reference.

     

    Best Regards,
    Community Support Team _ kalyj

     

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

     

  • I want to create a system that sets the maximum number of customers who place orders equal to 100 and scores the others at this rate. How do I write?

     

     

    • Ashish_Mathur's avatar
      Ashish_Mathur
      Super User

      Hi,

      This measure pattern should work

      Measure = MAXX(ALL(Data[Customers]),[Total])

      Measure1 = divide([Total],[Measure])

      Format Measure1 as %.

      Hope this helps.