Forum Discussion

RDF25087's avatar
RDF25087
Icon for Helper I rankHelper I
3 years ago
Solved

Add latest date by item to data

Hello!

 

Another day, another Power BI issue...

 

I have a dataset consisting of a unique list of customers, something like this:

Contract IDCustomer NameSales PersonPost Code Area
1234Customer ATim JonesBS
1235Customer BTim JonesTA
1236Customer CTim JonesEX
1237Customer DSarah RobertsWA
1238Customer ATim JonesBS
1239Customer ATim JonesBS
1240Customer DSarah RobertsWA
1241Customer ESarah RobertsSY
1242Customer BTim JonesTA
1243Customer ESarah RobertsSY
1244Customer DSarah RobertsWA
1245Customer FSarah RobertsCW

 

 

I also have a list of product sales by some (but not all of the above customers). In some instances a customer may have made multiple purchases. So, the sales history table would look something like this:

PURCHASE HISTORY
Contract IDProductPurchase Date
1237Product A03/01/2023
1244Product C03/01/2023
1244Product A09/01/2023
1235Product B15/01/2023
1235Product A23/02/2023
1235Product B24/02/2023
1234Product A08/03/2023
1242Product B01/04/2023
1242Product C01/04/2023
1245Product C22/03/2023
1245Product A25/03/2023
1245Product A25/03/2023
1245Product A03/04/2023
1240Product B30/01/2023

 

I need to either add a column to the customers list stating the last purchase date, e.g...

 

Contract IDCustomer NameSales PersonPost Code AreaLast Purchase
1234Customer ATim JonesBS08/03/2023
1235Customer BTim JonesTA24/02/2023
1236Customer CTim JonesEXNULL
1237Customer DSarah RobertsWA03/01/2023
1238Customer ATim JonesBSNULL
1239Customer ATim JonesBSNULL
1240Customer DSarah RobertsWA30/01/2023
1241Customer ESarah RobertsSYNULL
1242Customer BTim JonesTA01/04/2023
1243Customer ESarah RobertsSYNULL
1244Customer DSarah RobertsWA09/01/2023
1245Customer FSarah RobertsCW03/04/2023

 

Or to create a new measure that will do the same thing.

 

Ultimately, I'm looking to map a sales persons customers and colour code them according to whether they've made a purchase or not.

 

Any help, as always would be greatly appreciated.

 

Thanks

RDF

  • Dear , 

    In power Query do the same as follow : 

    1 - Group list 2 by max date 
    2 - Merge Queries in list 1 with list 2 
    3- Expand List 2 , it will show up the max date that match with the contract ID 

    Attached Images and Attached PBIX file link 

    https://www.dropbox.com/s/e13zbo13scm5myt/Max%20Date.pbix?dl=0 

    Regards , 

    Kindly accept as a solution and a kudo is appreciated . 

    List 2 OriginalGroup By Max DateList 1 OriginalMerge list 1 and 2 ,Expand max dateReport


2 Replies

  • bhelou's avatar
    bhelou
    Icon for Responsive Resident rankResponsive Resident

    Dear , 

    In power Query do the same as follow : 

    1 - Group list 2 by max date 
    2 - Merge Queries in list 1 with list 2 
    3- Expand List 2 , it will show up the max date that match with the contract ID 

    Attached Images and Attached PBIX file link 

    https://www.dropbox.com/s/e13zbo13scm5myt/Max%20Date.pbix?dl=0 

    Regards , 

    Kindly accept as a solution and a kudo is appreciated . 

    List 2 OriginalGroup By Max DateList 1 OriginalMerge list 1 and 2 ,Expand max dateReport


  • bhelou  - thank you for your solution, and especially for the step-by-step images - they were especially useful for a beginner like myself.

     

    I got a little confused about how to Expand the column. After the merge I had a column in my data displaying "table". After a little more googling, I realised I simply had to click on the double-arrow icon in the column header and select the column I wanted to bring in/expand. Hope that helps any other newbie like myself that need everything spelt out for them!

     

    Regards

    RDF