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Anonymous's avatar
Anonymous
Not applicable
4 years ago
Solved

Using dax to get latest value from another table

I'd like to update table A with values from Table B. Requirement - to update the latest [Value] based on [Created] where [value] contains 'Quote'. Catch is, if on the same date quote is sent and ap...
  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Anonymous ,

    You can create a calculated column as below in table A, please find the details in the attachment.

    Quote_Sub =
    VAR _acnum = 'A'[CASE NUMBER]
    VAR _maxdate =
    CALCULATE ( MAX ( 'B'[Created] ), FILTER ( 'B', 'B'[CASE NUMBER] = _acnum ) )
    VAR _count =
    CALCULATE (
    DISTINCTCOUNT ( 'B'[VALUE] ),
    FILTER (
    'B',
    'B'[CASE NUMBER] = _acnum
    && 'B'[VALUE]
    IN { "Quote Approved", "Quote Sent" }
    && 'B'[Created] = _maxdate
    )
    )
    RETURN
    IF ( _count = 2, "Quote Approved", 'A'[Value] )

    If the above one is not your expected one, please provide some sample data (exclude sensitive data) in the table A and B with Text format and your expected resultwith backend logic and special examples. It is better if you can share a simplified pbix file with me. You can refer the following thread to upload your file in the community. Thank you.

    How to upload PBI in Community

    Best Regards

amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
4 years ago

Anonymous , Is there a preference when date is the same

 

example measure

new column =
var _max = maxx(filter(Table, [casenumber] = earlier([casenumber]) ), [Created])
return
maxx(filter(Table, [casenumber] = earlier([casenumber]) && [Created] = _max), [Value])

Anonymous's avatar
Anonymous
Not applicable
4 years ago

Hi amitchandak 
Thank you for your response. Yes the preference is Quote sent gets the least preference, since after the quote is sent, it can be rejected, accepted, escalated or expired on the same day. And it is not always necessary that there will be a subsequent event for a casenumber. In such scenario the atest stage would be quote sent.