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lpost1214
Regular Visitor

Help with Formula to return a value for the max date for each unique ID

I have historical forecast data for all forecated materials and below is an example of one. I would like to create a formula to return the 'planned qty' for the latest 'date of last change' for each 'key'.  

 

lpost1214_0-1667241475571.png

Once i have this value i am looking to put in a matrix format. i.e. below 202209 it should show 484, 202210 should show 500, etc. 

lpost1214_1-1667241555228.png

Thanks in advance! 

 

2 ACCEPTED SOLUTIONS
lukiz84
Memorable Member
Memorable Member

Ah ok, yeah, measure makes sense, should work:

 

 

PlannedQty =
   CALCULATE(
      MAX(Forecast[Planned quantity_PLNMG]),
      FILTER(
         Forecast,
         Forecast[Date of Last Change_LAEDA] = MAX(Forecast[Date of Last Change_LAEDA])
      )
   )

 

 

 

View solution in original post

Hi, @lpost1214 

 

You can try the following methods.

Column:

Column =
VAR _maxdate =
    CALCULATE (
        MAX ( 'Table'[Date] ),
        FILTER ( 'Table', [Key] = EARLIER ( 'Table'[Key] ) )
    )
RETURN
    CALCULATE (
        MAX ( 'Table'[Planned] ),
        FILTER ( 'Table', [Key] = EARLIER ( 'Table'[Key] ) && [Date] = _maxdate )
    )

vzhangti_0-1667369132858.png

Result:

vzhangti_1-1667369165304.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

View solution in original post

6 REPLIES 6
lukiz84
Memorable Member
Memorable Member

Ah ok, yeah, measure makes sense, should work:

 

 

PlannedQty =
   CALCULATE(
      MAX(Forecast[Planned quantity_PLNMG]),
      FILTER(
         Forecast,
         Forecast[Date of Last Change_LAEDA] = MAX(Forecast[Date of Last Change_LAEDA])
      )
   )

 

 

 

One more question. I am trying to put this into a matrix where i can view the results by customer, product group, or all of the individual material results from the calculation you have provided.  Currently, if i use the planned qty formula you provided and i collapse from material up one level to customer/brand, i don't get a sum of each of the calculated planned qtys. In the example below, i'd expect the result for 01-Jul to be 1,425, not 150. How can i achieve that? 

lpost1214_0-1667401758593.png

 

Thank you, this worked. How would i calculate it as a column? I have a similar scenario that i think may work better by adding a column.

Hi, @lpost1214 

 

You can try the following methods.

Column:

Column =
VAR _maxdate =
    CALCULATE (
        MAX ( 'Table'[Date] ),
        FILTER ( 'Table', [Key] = EARLIER ( 'Table'[Key] ) )
    )
RETURN
    CALCULATE (
        MAX ( 'Table'[Planned] ),
        FILTER ( 'Table', [Key] = EARLIER ( 'Table'[Key] ) && [Date] = _maxdate )
    )

vzhangti_0-1667369132858.png

Result:

vzhangti_1-1667369165304.png

Is this the result you expect?

 

Best Regards,

Community Support Team _Charlotte

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

lpost1214
Regular Visitor

I think i'd like to have it calculated as a measure, but i honestly get confused about when is the correct instance to use each. Thank you!

lukiz84
Memorable Member
Memorable Member

Hi,

 

do you want it as a calculated column or a measure?

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