topic Re: remaining column to return previous payment amount in DAX Commands and Tips

remaining column to return previous payment amount

RSSILVA_22 — Wed, 22 Mar 2023 16:51:23 GMT

Good afternoon.
I need help creating a calculated column that returns the customer's previous payment amount.

example. Line 1 of the image below.

For the customer abc123, the value of the first must bring in a new column the value of 40 (referring to the payment made on 2021-10-05)

if there is no previous payment show empty

Link download do pbix.

https://drive.google.com/file/d/1Sw5hZGNfZyK5_xz8C4yR2yQiwGun3z66/view?usp=sharing

Thanks if anyone can take the time to hel

Re: remaining column to return previous payment amount

BrianConnelly — Wed, 22 Mar 2023 17:20:03 GMT

Use the following code...

Previous Value Total = VAR currentDate = SELECTEDVALUE('pratic'[payment date]) VAR previousDate = MAXX(FILTER(ALL('pratic'),pratic[payment date]<currentDate && 'pratic'[cod_client]=MAX('pratic'[cod_client])),'pratic'[payment date]) RETURN IF(ISINSCOPE('pratic'[cod_client]), CALCULATE([Value Total],FILTER(ALLSELECTED('pratic'),previousDate='pratic'[payment date])) ,[Value Total])

You could also use the following to check if PaymentDate is being used and default the value to Total if not...

Previous Value Total = VAR currentDate = SELECTEDVALUE('pratic'[payment date]) VAR previousDate = MAXX(FILTER(ALL('pratic'),pratic[payment date]<currentDate && 'pratic'[cod_client]=MAX('pratic'[cod_client])),'pratic'[payment date]) RETURN SWITCH(TRUE() ,AND(ISINSCOPE('pratic'[cod_client]),(ISINSCOPE(pratic[payment date]))), CALCULATE([Value Total],FILTER(ALLSELECTED('pratic'),previousDate='pratic'[payment date])) ,AND(ISINSCOPE('pratic'[cod_client]),NOT(ISINSCOPE(pratic[payment date]))),[Value Total] ,[Value Total])

Re: remaining column to return previous payment amount

tamerj1 — Wed, 22 Mar 2023 18:19:00 GMT

Hi RSSILVA_22

if you're looking for a calculated column then please try

Previous Payment =
VAR CurrentDate = 'Table'[payment date]
VAR CurrentTable =
CALCULATETABLE ( 'Table', ALLEXCEPT ( 'Table', 'Table'[cod_client] ) )
VAR TableBefore =
FILTER ( CurrentTable, 'Table'[payment date] < CurrentDate )
VAR PreviousRecord =
TOPN ( 1, TableBefore, 'Table'[payment date] )
RETURN
MAXX ( PreviousRecord, 'Table'[value] )

Re: remaining column to return previous payment amount

RSSILVA_22 — Thu, 23 Mar 2023 13:28:17 GMT

very good
thanks.

Re: remaining column to return previous payment amount

RSSILVA_22 — Thu, 23 Mar 2023 13:32:34 GMT

Thanks for the feedback.
Very good instructions.