Forum Discussion

newgirl's avatar
newgirl
Post Patron
6 years ago
Solved

New Table using Latest Distinct Value

Hi!

 

So I have this table that has consolidated list of client and the corresponding sales representative during the period.

 

ClientSales RepYearMonth
ABarney202001
BTed202001
CRobin202001
DLily202001
AMarshall202002
BTed202002
ERachel202002

 

 

What I need is to create a new table that will consolidate unique values from the client field but show corresponding sales representative based on latest date.

 

Desired new table:

ClientSales Rep
AMarshall
BTed
CRobin
DLily
ERachel

 

  • newgirl I think amitchandak works if you create it as a measure, then in a table visual add the Client and the Measure.

     

    Last Sales Rep = LASTNONBLANKVALUE('Table'[YearMonth],max('Table'[Sales Rep]))

     

     

     

     

    If you want it as a seperate table, you could also do this:

     

    Table 2 = SUMMARIZECOLUMNS('Table'[Client],"Last Sales Rep",[Last Sales Rep])

     

7 Replies

    • newgirl's avatar
      newgirl
      Post Patron

      Hi amitchandak !

       

      I tried your suggested formula in creating a new table but it says "The expression specified in the query is not a valid table expression".

       

      I think it's also missing certain fields? Because in the desired table, I need the column for Client and another column for the Sales Rep. 

      • amitchandak's avatar
        amitchandak
        Super User

        newgirl , for the new table try

        summarize(Table, Table[Client], "Sales Rep",lastnonblankvalue(Table[YearMonth],max(Table[Sales Rep])))

         

        That was a measure you can use in visual 

         

         

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    newgirl - Some something like:

    Table = 
      VAR __Table =
          ADDCOLUMNS(
            DISTINCT('Table'[Client])
            "Latest",
            MAX('Table'[YearMonth])
          )
      VAR __Table1 =
          __Table,
          "Sales Rep",
          MAXX(FILTER('Table','Table'[Client] = [Client] && 'Table'[YearMonth] = [Latest]),'Table'[Sales Rep])
    RETURN
      __Table1
    • newgirl's avatar
      newgirl
      Post Patron

      Hi, Greg_Deckler !

       

      I tried your measure although I think it lacked a certain DAX formula in the _Table1. I guessed it was ADDCOLUMNS so this is the measure I did:

      Table = 
        VAR __Table =
            ADDCOLUMNS(
              DISTINCT('Table'[Client]),
              "Latest",
              MAX('Table'[YearMonth])
            )
        VAR __Table1 =
            ADDCOLUMNS(
            __Table,
            "Sales Rep",
            MAXX(FILTER('Table','Table'[Client] = [Client] && 'Table'[YearMonth] = [Latest]),'Table'[Sales Rep])
            )
      RETURN
        __Table1

       

       

      However, it returned a table wherein the Client values were indeed unique but in the column for Sales Rep, it shows one Sales Rep value that is the same across all rows.