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Keeping some rows and hiding others after certain date

Good morning all,


I've been working on a PBI report for quite some time and the last feature before I'm considered 'Done' is giving me the hardest time.  I think this will need to be done using DAX.  I have the following example.  What needs to happen is: I need to keep the first transaction for each employee after the MAS Effective Date.  This is the FIRST you can see I have that captured.  So the Trade Date that matches the FIRST DATE is what I need to always keep.  No matter what, I need to keep that transaction.  The difficult part in all this is that I need to keep some of the subequent transactions but not all.  For example: on the first employee, I would need to keep the ACH Contributions but not the Reallocations.  For Employee B, I don't need to keep any of subsequent transactions.  I can add a column that would indicate HIDE or KEEP, but that's where I'm hung up.  How can I do this and indicate that I only need some of the types of transactions?  Hopefully this wasn't too confusing.  The pic below is an export of what I have in Power BI for simple display purposes.  Thanks!


help submission.jpg

Super User
Super User

@turp111 , Try a new column like


new column =

var _min = minx(filter(Table, [First Name] = earlier([First Name])  && [Last Name] = earlier([Last Name]) ), [Trade Date])


if(_min = [TRade Date] || [Trans Desc] ="ACH Contributions" , "Keep", "HIDE")


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