Calculate Last Transaction Records

[apatwal]

Hi,

Within Power BI, I have a below table and I want to create another column which calculates Last Margin % for every records. 

If the customer A buys product A12 then for its Last Margin % is null and if same customer (i.e. A) buys same product (i.e. A12) then its Margin % will 30%. So my result table will be as below.

I want to write DAX for this. Can some one help me on this?

[v-eqin-msft]

Hi @apatwal ,

1.Yes, I have modified my previous reply.

2. I think @amitchandak 's method is the most effective ,if there is a large data, you may try to apply some filters (like set a date period by using slicer) to reduce the query.

Best Regards,
Eyelyn Qin

[wdx223_Daniel]

Calculated Column=MAXX(TOPN(1,FILTER(Table,Table[Product]=Earlier(Table[Product])&&Table[Date]<EARLIER(Table[Date])),Table[Date]),Table[Margin%])

[v-eqin-msft]

Hi @apatwal ,

Firstly, you could follow @amitchandak 's suggestion.

Or try:

Column = 
var _previousDate= MAXX(FILTER('Table',[Product]=EARLIER('Table'[Product]) && [Customer]=EARLIER('Table'[Customer]) && [Date]<EARLIER('Table'[Date])),[Date]) 
return LOOKUPVALUE('Table'[Margin %],[Customer],[Customer],[Date],_previousDate) 

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

[wdx223_Daniel]

there is a bug in this code.

it always gets the max value of Margin%, instead of the Margin% of the max date.

[v-eqin-msft]

Hi @wdx223_Daniel ,

Sorry for my mistake, you are right !

I have modified my previous reply. Thanks for reminding me😀

Best Regards,
Eyelyn Qin

[apatwal]

Hi @v-eqin-msft 

Thanks for your reply!
Let me know if below DAX provided by you is updated and I can try to use your DAX:

Column = 
var _previousDate= MAXX(FILTER('Table',[Product]=EARLIER('Table'[Product]) && [Customer]=EARLIER('Table'[Customer]) && [Date]<EARLIER('Table'[Date])),[Date]) 
return LOOKUPVALUE('Table'[Margin %],[Customer],[Customer],[Date],_previousDate) 

As of now, I have used below DAX provided by @amitchandak 

new measure =
var _max = maxx(filter(allselected(table), [Customer] = max([Customer]) && [Product] =max([Product]) && [Date] < max([Date])), [Date])
return
maxx(filter(allselected(table), [Customer] = max([Customer]) && [Product] =max([Product]) && [Date] _max), [Margin %])

This works perfectly fine but with this DAX I am sometime facing issue "This visual has exceeded the available resources. Try filtering to decrease the amount of data displayed.", this may be due to large dataset present in our tables and this will also take long time to load as our data grows.

Any way to optimize this DAX query?

[amitchandak · Accepted solution]

@apatwal , A new column and new measure

new column =
var _max = maxx(filter(table, [Customer] = earlier([Customer]) && [Product] =earlier([Product]) && [Date] < earlier([Date])), [Date])
return
maxx(filter(table, [Customer] = earlier([Customer]) && [Product] =earlier([Product]) && [Date] _max), [Margin %])

new measure =
var _max = maxx(filter(allselected(table), [Customer] = max([Customer]) && [Product] =max([Product]) && [Date] < max([Date])), [Date])
return
maxx(filter(allselected(table), [Customer] = max([Customer]) && [Product] =max([Product]) && [Date] _max), [Margin %])