Help! How do I summarize and get a running total using DAX?

[arpost]

Greetings, PBI community! Have an interesting conundrum and wanted to see if anyone could offer a solution. Here's the two parts of the scenario with an example.

Let's say I have a dataset set up as follows along with a standard Calendar table with a date column:

Date	Customer	Calls	Replies
9/1/2022	Jane Doe	1	0
9/1/2022	Max Jones	4	3
10/1/2022	John Smith	2	1
10/2/2022	Jane Doe	2	1
11/13/2022	Max Jones	7	4
11/13/2022	John Smith	4	1

Need #1: Most Recent Value per Customer

I want to write a measure that sums up a total using the most recent value for each customer. So if I wanted to sum up the Calls, the interim "table" would be as follows:

Customer	Calls	MostRecentDate
Jane Doe	2	10/2/22
John Smith	4	11/13/22
Max Jones	7	11/13/22

The measure's final total would be 13.

Need #2: Most Recent Value based on Date Context

As part of the above, I ALSO need to make sure that this is based on the date context in which the measure is calculated, meaning it only shows the most recent value as of the date in question. Basically, I need a running total using the most recent values.

So if I put the Date from the Calendar table and the total measure in a table, it would look something like this (explanation column added to clarify which dates are being used):

Date	Calls	[EXPLANATION]
11/9/22	8	Jane (10/2), John (10/2), and Max (9/1)
11/10/22	8	Jane (10/2), John (10/2), and Max (9/1)
11/11/22	8	Jane (10/2), John (10/2), and Max (9/1)
11/12/22	8	Jane (10/2), John (10/2), and Max (9/1)
11/13/22	13	Jane (10/2), John (11/13), and Max (11/13)

Hoping this makes sense. Any ideas would be greatly appreciated. I've been able to get #1 thanks to this article from EnterpriseDNA, and I've been able to get #2 on its own using this article from SQLBI but I can't get them merged into one calc. 😝

[Jihwan_Kim]

Hi,

Please check the below picture and the attached pbix file.

Most recent date: =
IF ( HASONEVALUE ( Customer[Customer] ), MAX ( Data[Date] ) )

Most recent call #: =
VAR _mostrecentdate = [Most recent date:]
RETURN
    CALCULATE ( SUM ( Data[Calls] ), 'Calendar'[Date] = _mostrecentdate )

Calls accumulate by most recent calls: =
VAR _currentdate =
    MAX ( 'Calendar'[Date] )
VAR _currentdatecallnumbers =
    ADDCOLUMNS (
        DISTINCT ( Customer[Customer] ),
        "@lastdate", CALCULATE ( MAX ( Data[Date] ), 'Calendar'[Date] <= _currentdate )
    )
RETURN
    CALCULATE (
        SUM ( Data[Calls] ),
        TREATAS ( _currentdatecallnumbers, Customer[Customer], 'Calendar'[Date] )
    )

[arpost]

Greetings, @Jihwan_Kim! Thanks for the reply. That's really helpful.

Quick question: this requires that there is a separate dimension table (Customers). Any chance you know of a solution that can work on the data in the data table itself? To put it another way, is there a form of the above that would work with just a Calendar table and a Data table?

[Jihwan_Kim · Accepted solution]

Hi,

thank you for your feedback, and please check the attached pbix file if it suits your requirement.

Thank you.

[arpost]

Boom! That worked like a charm. 😁 Thanks for the help. I'm trying to figure out a related (but somewhat different) issue over here (link) as well, so if you have any sage advice you could offer, that'd be appreciated,