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Trying to create a summary table of min, max, most recent across different categories per client ID

hey everyone,

I have a situation where I have an assessment that is given to clients at a structured intervals. It's item on the assessment is a different category where the hope is to decrease the score from 3 - 0. I am trying to create a bar visual that shows the average score on each item at BASELINE (the first time the assessment is given), EVER (the max score on that item that each client has, and LAST (score on the most recent assessment). I'm hitting a wall on how to create the summary table I believe I need. Can anyone help?

I currently have two tables

Assessment (Client per row)

 Client AssessmentID Date category1 category2 90210 373543 9/1/2022 3 1 90210 373544 12/1/2022 1 2 90211 373545 9/1/2022 0 0 90211 221210 12/1/2022 1 2 90211 221210 3/1/2023 2 2

Assessment (value per row)

 AsssessmentID category value 373543 1 3 373543 2 1 373544 1 1 373544 2 2

I'm trying to create a third summarized table that looks like this:

 ClientID Category Rating TimeFrame 90210 category1 3 baseline 90210 category1 3 ever 90210 category1 1 last 90210 category2 2 baseline 90210 category2 3 ever 90210 category2 0 last 90211 category1 1 baseline 90211 category1 2 ever 90211 category1 0 last 90211 category2 1 baseline 90211 category2 2 ever 90211 category2 2 last

1 REPLY 1
Community Support

Hi , @Joacb761

Thanks for your sample data , and for your description, you want to get  "BASELINE (the first time the assessment is given), EVER (the max score on that item that each client has, and LAST (score on the most recent assessment).".

But the end result in your table , i am not surely understand how we can calcualte this by your two tables:

Can you provide some more detailed calculation logic to us like a mathematical formula?

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI!

Best Regards,

Aniya Zhang

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

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