Forum Discussion
RSSILVA_22
Helper I
Helper Iremaining column to return previous payment amount
Good afternoon. I need help creating a calculated column that returns the customer's previous payment amount. example. Line 1 of the image below. For the customer abc123, the value of the first...
BrianConnelly
Resolver III
Resolver IIIUse the following code...
Previous Value Total = VAR currentDate = SELECTEDVALUE('pratic'[payment date])
VAR previousDate = MAXX(FILTER(ALL('pratic'),pratic[payment date]<currentDate && 'pratic'[cod_client]=MAX('pratic'[cod_client])),'pratic'[payment date])
RETURN
IF(ISINSCOPE('pratic'[cod_client]),
CALCULATE([Value Total],FILTER(ALLSELECTED('pratic'),previousDate='pratic'[payment date]))
,[Value Total])
You could also use the following to check if PaymentDate is being used and default the value to Total if not...
Previous Value Total = VAR currentDate = SELECTEDVALUE('pratic'[payment date])
VAR previousDate = MAXX(FILTER(ALL('pratic'),pratic[payment date]<currentDate && 'pratic'[cod_client]=MAX('pratic'[cod_client])),'pratic'[payment date])
RETURN
SWITCH(TRUE()
,AND(ISINSCOPE('pratic'[cod_client]),(ISINSCOPE(pratic[payment date]))), CALCULATE([Value Total],FILTER(ALLSELECTED('pratic'),previousDate='pratic'[payment date]))
,AND(ISINSCOPE('pratic'[cod_client]),NOT(ISINSCOPE(pratic[payment date]))),[Value Total]
,[Value Total])
RSSILVA_22Thanks for the feedback.
Very good instructions.