Calculated column (CALCULATE + FILTER) from the same table

[CarlsBerg999]

Hi, 

I'm trying to create a calculated column that returns for values based on two adjacent columns in the same table. For some reason, the value that is returned is not correct. I think this might have to do with row context, but i don't quite understand this so well. Basically the code ignores the 2nd filter (Sales Order ID = CurrentRowSO). Why?

Project ID = 

VAR Task_ID = MAX('Sales'[Task ID])
VAR CurrentRowSO = 'Sales'[Sales Order ID]

RETURN

CALCULATE(
LEFT(Task_ID,LEN(Task_ID)-
(LEN(Task_ID)-FIND("-",Task_ID)+1)),
    FILTER('Sales','Sales'[Task ID]<>BLANK()),
    FILTER('Sales','Sales'[Sales Order ID]=CurrentRowSO))

[SpartaBI]

@CarlsBerg999 I'm not sure what you are trying to calculate and it's strange that you used MAX on the 1st var but maybe that's what you need.
The max gives you the maximum task of all the rows (as it's being evaluted for a calcaulted column and there for doesn't have any filter context at the point you execute it). Maybe you wanted something else there, let's say the max for that order or something. 
Anyway try this 1st (didn't touch the max aspect):

Project ID =
VAR Task_ID = MAX('Sales'[Task ID])
VAR CurrentRowSO = 'Sales'[Sales Order ID]
RETURN
    CALCULATE (
        LEFT (
            Task_ID,
            LEN ( Task_ID )
                - (
                    LEN ( Task_ID ) - FIND ( "-", Task_ID ) + 1
                )
        ),
        'Sales'[Task ID] <> BLANK (),
        'Sales'[Sales Order ID] = CurrentRowSO
    )

      

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[CarlsBerg999]

This produced the same result as my code (=incorrect). The table below shows a part of the actual table and the hoped outcome. The code above (as well as mine) returned P99, which is incorrect and ignores the filter that says Sales Order ID must be CurrentRowSO. 

Sales Order ID	Sales Order Line Item ID	SO ID & SO Line Item ID	Item Cancel ID	Item Cancel Text	Task ID	Project ID
606	20	606-20	1	Not Canceled		P88
606	10	606-10	1	Not Canceled	P88-2	P88

[SpartaBI · Accepted solution]

@CarlsBerg999 so yes, it's because of your max you did in the beginning. I suspected right 🙂
Try this:

Project ID =
VAR CurrentRowSO = 'Sales'[Sales Order ID]
VAR Task_ID = MAXX(FILTER('Sales', 'Sales'[Sales Order ID] = CurrentRowSO), 'Sales'[Task ID])

RETURN
    CALCULATE (
        LEFT (
            Task_ID,
            LEN ( Task_ID )
                - (
                    LEN ( Task_ID ) - FIND ( "-", Task_ID ) + 1
                )
        ),
        'Sales'[Task ID] <> BLANK (),
        'Sales'[Sales Order ID] = CurrentRowSO
    )

      

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[CarlsBerg999]

This works. What are we doing in this code differently. In the variable, the Task_ID apparently iterates through the entire table (which is filtered by the CurrentRowSO), looking for the largest figure. The largest figure is never "blank".

--> Do we even need the calculate function? 

Project ID = 
VAR CurrentRowSO = 'ODATA | Biovian | Sales Order Volume Extended'[Sales Order ID]
VAR Task_ID = MAXX(FILTER('ODATA | Biovian | Sales Order Volume Extended','ODATA | Biovian | Sales Order Volume Extended'[Sales Order ID]=CurrentRowSO),'ODATA | Biovian | Sales Order Volume Extended'[Task ID])

RETURN
        LEFT (
            Task_ID,
            LEN ( Task_ID )
                - (
                    LEN ( Task_ID ) - FIND ( "-", Task_ID ) +1
                )
        )

[SpartaBI]

@CarlsBerg999 yep you don't need such a long code in general when you are trying to do something like that. You can also write:

ProjectID =
VAR CurrentRowSO = 'Sales'[Sales Order ID]
VAR Task_ID = MAXX(FILTER('Sales', 'Sales'[Sales Order ID] = CurrentRowSO && 'Sales'[Task ID] <> BLANK()), 'Sales'[Task ID])

RETURN
   LEFT (
        Task_ID,
        LEN ( Task_ID )
            - (LEN ( Task_ID ) - FIND ( "-", Task_ID ) + 1)
    )

      

P.S. Check out my showcase report - got some high level stuff there. Sure you will find there a lot of cool ideas. Please give it a thumbs up over there if you liked it 🙂
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