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 DATE...as 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!
