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maurcoll's avatar
maurcoll
Icon for Helper IV rankHelper IV
2 years ago
Solved

Max Date Yes/No

Hi

 

I need either a measure or a calculated column to identify which is the max date for an employee who has moved roles.
Something similar to below, our system enters a default date for the to date when no date is entered. Ideally i need this to be based on the max from date per employee. So i can create a table which only includes the role based on the max date = Y

 

Employee NumberRoleFrom DateTo DateMax Date
1Admin Assistant01/02/202231/12/2022N
1Admin Supervisor01/01/202315/08/2023N
1Team Leader16/08/202331/12/2099Y
2Front of House10/03/202431/12/2099Y
3Supervisor01/05/202018/05/2023N
3Regional Lead19/05/202331/12/2099Y
4Assistant28/02/202431/12/2099Y

 

Thank you

  • Anonymous's avatar
    Anonymous
    2 years ago

    Hi, maurcoll 

    You can refer to Anonymous and Uzi2019 reply, if it does not work, you can refer to the following DAX.

     

    LatestFromDate = 
    CALCULATE(
        MAX('Table'[From Date]),
        ALLEXCEPT('Table', 'Table'[Employee Number])
    )
    
    
    New to Date = 
    VAR _employeeNumber = SELECTEDVALUE('Table'[Employee Number])
    VAR _toDate =
        CALCULATE (
            MAX ( 'Table'[To Date] ),
            FILTER ( 'Table', NOT ISBLANK ( 'Table'[To Date] ) )
        )
    VAR _convertToDate =
        DATEVALUE ( _toDate )
    VAR _newToDate =
        IF ( _toDate = BLANK (), DATE ( 2099, 12, 31 ), _convertToDate )
    
    RETURN
        _newToDate
    
    
    Max Date = 
    IF(SELECTEDVALUE('Table'[From Date]) = [LatestFromDate] &&  [New to Date] = DATE(2099,12,31) , "Y" ,"N")

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

4 Replies

  • Uzi2019's avatar
    Uzi2019
    Icon for Community Champion rankCommunity Champion

    Hi maurcoll 

    Just  create simple calculated column and use below dax

    Yes_No =
    var M= MAX(Emp[To Date])
    var F= IF(Emp[To Date]= M,"Y","N")
    RETURN F
     

     

    I hope I answered your question!

     

     

    • maurcoll's avatar
      maurcoll
      Icon for Helper IV rankHelper IV

      Hi

      I need it to be based on each employee and the from date as the to date is not always populated so will default to 31/12/2099 for every role that the employee does

  • Anonymous's avatar
    Anonymous
    Not applicable

    maurcoll  You can create a new table from within the Modeling tab using the below expression.

    FilteredRoles =
     CALCULATETABLE ( Sheet1, Sheet1[Max Date] = "Y" )

     

     

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi, maurcoll 

    You can refer to Anonymous and Uzi2019 reply, if it does not work, you can refer to the following DAX.

     

    LatestFromDate = 
    CALCULATE(
        MAX('Table'[From Date]),
        ALLEXCEPT('Table', 'Table'[Employee Number])
    )
    
    
    New to Date = 
    VAR _employeeNumber = SELECTEDVALUE('Table'[Employee Number])
    VAR _toDate =
        CALCULATE (
            MAX ( 'Table'[To Date] ),
            FILTER ( 'Table', NOT ISBLANK ( 'Table'[To Date] ) )
        )
    VAR _convertToDate =
        DATEVALUE ( _toDate )
    VAR _newToDate =
        IF ( _toDate = BLANK (), DATE ( 2099, 12, 31 ), _convertToDate )
    
    RETURN
        _newToDate
    
    
    Max Date = 
    IF(SELECTEDVALUE('Table'[From Date]) = [LatestFromDate] &&  [New to Date] = DATE(2099,12,31) , "Y" ,"N")

     

    Best Regards,
    Yang
    Community Support Team

     

    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

    How to get your questions answered quickly --  How to provide sample data in the Power BI Forum