Aggregation Rollup with Max date

[Soulbroda]

My current Power BI report is presenting the result as it appears in the first table, but what I want to achieve is the table below that. I want it to rollup based on the Security ID and give the max trade date. Does anyone have experience with this?

[tamerj1 · Accepted solution]

Hi @Soulbroda 

instead of adding the Trade Date to the report as column you can add it as a measure 

MIN ( TableName[Trade Date] )

Instead od adding the Units - Trans Level to the report as column you can add it as a measure

SUM ( TableName[Units - Trans Level] )

[Soulbroda]

Worked like a charm! Thank you so much! I only applied the fix to the Trade date and that did the magic.