DAX Retrieve value from another row and column within table based on matching criteria

[davidap]

Problem
New Column Aggregate ID should return the Index ID where the User matches and Paid Date is between the First and Last Service dates of an Index ID. The Index ID marks a major event with Aggregate ID marking other services.

Solution I created in the End

1) Create a table with deduplicate Index ID and Paid amounts, add a column flagging the highest paid

2) Query against it

Aggregate ID = maxx (filter(aggregateIdTable, transactionTable[User] = aggregateIdTable[User] && transactionTable[Paid Date] >= aggregateIdTable[First Service] && transactionTable[Paid Date] <= aggregateIdTable[Last Service] && aggregateIdTable[Is Paid Amount Max?] = "Yes"), aggregateIdTable[Index Id])

Data

User	Store	First Service	Last Service	Paid Date	Paid	Index ID	Aggregate ID
A67801	B	9/1/2023	9/1/2023	9/1/2023	118.0
A67801	C	9/2/2023	9/2/2023	9/2/2023	177.0
A67801	A	9/1/2023	9/2/2023	9/2/2023	153.0	A67801-A-9/1/2023-9/2/2023
C94823	A	9/4/2023	9/4/2023	9/4/2023	189.0	A67801-A-9/4/2023-9/4/2023

[davidap]

Thanks all. I built a solution last night that put a deduplicated list User, First/Last Service Dates, and the Index IDs (minus blanks) into another table then did CALCULATE+FILTER to pull in the value in the User and Paid dates were within spans. I also assigned Index IDs to those with the highest $ on those dates, in case multiple indices were found.

[Ashish_Mathur]

Hi,

Try this calculated column formula

Column = CALCULATE(MAX(Data[Index ID]),FILTER(Data,Data[User]=EARLIER(Data[User])&&Data[First Service  ]<=EARLIER(Data[Paid Date  ])&&Data[Last Service  ]>=EARLIER(Data[Paid Date  ])))

Hope this helps.

[v-zhangti · Accepted solution]

Hi, @davidap 

You can try the following methods.

Aggregate ID = 
CALCULATE ( MAX ( 'Table'[Index ID] ),
    FILTER (ALLEXCEPT( 'Table','Table'[User]),
        [Paid Date] >= 'Table'[First Service] 
            && [Paid Date] <= 'Table'[Last Service] 
    )
)

Is this the result you expect? Please see the attached document.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[davidap]

This was closest to what I used in the end. I added a column determine whether the Index had the max $ amount to break ties.

[ryan_mayu]

@davidap 

what's the expected output based on the sample data?