Based on Project ID in one table, get related data from the most recent month from another table.

[Anonymous]

Hello all,

So I have a list of projects in a separate PowerBI Table, let's say Table 1, as the one below

Project ID	Amount	Tax
1
2
3
4
5

At the same time, I have a bigger table, called table 2, where data is uploaded every month and it can go for as long as 12 months. See the example below.

Date	Project ID	Amount	Tax
September	1	234	23
September	2	343	34
September	3	3	1
September	4	67	2
September	5	65	0
September	6	45	3
September	7	2	6
October	2	234	21
October	3	322	3
October	4	34	4
October	5	23	5
October	6	43	6
October	7	23	6

What I would like to do, is to fill in the information in Table 1, with values from the most recent month when data is available. In my case, that would be data from October. In table 2 I have a date column, so I should be able to use data formulas. Also, most of the time, the most recent month is the previous month, if that helps. So if We are now in September, the most recent month when a project from table 1 will apear in table 2, was August. I tried different Max and filter formulas but could not make it work.

Thanks for helping me!

[ryan_mayu]

@Anonymous 

Please try to create two columns

AMOUNT = 
VAR _recentmonth=month(max('Table2'[Date]))-1
RETURN MAXX(FILTER(Table2,MONTH('Table2'[Date])=_recentmonth&&Table1[Project ID]=Table2[Project ID]),Table2[Amount])

TAX = 
VAR _recentmonth=month(max('Table2'[Date]))-1
RETURN MAXX(FILTER(Table2,MONTH('Table2'[Date])=_recentmonth&&Table1[Project ID]=Table2[Project ID]),Table2[Tax])

[amitchandak · Accepted solution]

@Anonymous , Try new column in table 1

new column =
var _Date = maxx(filter(Table2,Table1[project] =Table2[project] ),Table2[Date])
return
sumx(filter(Table2,Table1[project] =Table2[project] && eomonth(Table2[Date],0) = eomonth(_Date,0)),Table2[Amount])

[Anonymous]

Worked perfectly. Thanks!