calculating sum for max date

[czaldumbide]

I created a matrix with the product name as rows, and the sum of amount for the latest purchase date as the value. 

I am using the following measure for my value: 

CALCULATE(SUM('Sales'[Amount]), FILTER ('Sales', 'Sales'[Date] = MAX('Sales'[Date] )))

Even though the matrix displays the correct grand total in the table, I still get product names that do not have a record for the latest date of my table, and instead of showing a BLANK value they display the SUM('Sales'[Amount]) that belongs to the latest date that product appeared in the table.

Lets say my latest date of the table is 11/05/2020. Let me modify my measure to be the following:

CALCULATE(SUM('Transactions'[Amount]), FILTER ('Transactions', 'Transactions'[Date] = DATE(2020,05,11))

This measure does give me the right matrix, but I want my  latest date to be automated. Can anyone help me understand why is this happening and what I can do to fix it. 

Thank you!

[AlB · Accepted solution]

Hi @czaldumbide 

The MAX() in your measure will give you the latest date for the product in that row, since products is part of the filter context. Try this:

Measure =
VAR latestdate_ =
    MAX ( ALL ( 'Sales'[Date] ) )
RETURN
    CALCULATE (
        SUM ( 'Sales'[Amount] ),
        FILTER ( 'Sales', 'Sales'[Date] = latestdate_ )
    )

 Please mark the question solved when done and consider giving kudos if posts are helpful.

Contact me privately for support with any larger-scale BI needs

Cheers 

[Anonymous]

@amitchandak @AlB 

I have a similar situation for aggregated column. How to create it? Please help

Measure =
VAR latestdate_ =
MAX ( ALL ( 'Sales'[Date] ) )
RETURN
CALCULATE (
SUM ( 'Sales'[Amount] ),
FILTER ( 'Sales', 'Sales'[Date] = latestdate_ )

[Anonymous · Accepted solution]

There are several things wrong with your code.

First, you are creating a filter out of the whole expanded fact table. THIS IS VERY, VERY BAD and slows down calculations tremendously. If you start doing such calculations on big fact tables, you'll feel the heat instantly. One of the golden rules of DAX programming says: Never filter a table if you can filter a column.

Secondly, you should have a Calendar dimension in your model.

If you do have a proper Calendar, then you can write:

[Latest Sales Amount] =
var __latestSalesDate =
	CALCULATE(
		// This is the very latest
		// day with any sales in it
		// with no regard to any
		// selections in any slicers.
		MAX( Sales[Date] ),
		ALL( Sales )
	)
var __result = 
	CALCULATE(
		SUM( Sales[Amount] ),
		// This only works correctly
		// if Calendar is THE date table
		// in the model.
		Calendar[Date] = __latestSalesDate
	)
return
	__result

Best
D

[SPriya19]

hi,  CALCULATE(SUM('Sales'[Amount]), FILTER ('Sales', 'Sales'[Date] = MAX('Sales'[Date] ))) 

the same metric, wen i pulled in , it is blank and it needs always date column to b pulled in along wit it , to get the data. Is there a way to populate the amount for max date without pulling the datekey in the report rows?

[Frank_Fei]

Hi @czaldumbide ，

Measure =
VAR latestdate_ =
    CALCULATE (
        MAX ( 'Sales'[Date] ),
        ALLSELECTED ( 'Sales' ),
        VALUES ( 'Sales'[product] )
    )
RETURN
    CALCULATE (
        SUM ( 'Sales'[Amount] ),
        FILTER ( 'Sales', 'Sales'[Date] = latestdate_ )
    )

[amitchandak]

@czaldumbide , try like

measure =
var _max = MAXX('Sales','Sales'[Date] )
return
CALCULATE(SUM('Sales'[Amount]), FILTER ('Sales', 'Sales'[Date] =_max ))

[AlB · Accepted solution]

Hi @czaldumbide 

The MAX() in your measure will give you the latest date for the product in that row, since products is part of the filter context. Try this:

Measure =
VAR latestdate_ =
    MAX ( ALL ( 'Sales'[Date] ) )
RETURN
    CALCULATE (
        SUM ( 'Sales'[Amount] ),
        FILTER ( 'Sales', 'Sales'[Date] = latestdate_ )
    )

 Please mark the question solved when done and consider giving kudos if posts are helpful.

Contact me privately for support with any larger-scale BI needs

Cheers