DAX or Add of Column

[coetseem]

Good Day, 

I need some help with the below example.

The bold colour is the raw data extracted from my system.

Keep in mind that the data comes from two data sets where it is match so the created date will be the same for all but the final creation date will differ as the deal goes through stages untill it is finalized.

1. What i want to do is to only add one value in the quotevaluefixed2 and QuoteValueRecurring3 based on the max final creation date.

2. Work out the age in days where the max Final Creation Date - Created Date.

3. Work out the final stage based on the max Final Creation Date

See red as example what i want to achieve, all of this is based on the ID as well as dates.

ID	QuoteValueFixed	QuoteValueRecurring	Created	Final Creation Date	Status	QuoteValueFixed2	QuoteValueRecurring3	Days	Final Stage
3	495.25	0	2023/09/12 13:27	2023/09/12 13:27	a - Request Raised
3	495.25	0	2023/09/12 13:27	2023/09/12 13:58	b - Request Approved
3	495.25	0	2023/09/12 13:27	2023/09/13 12:14	d - Quote Raised
3	495.25	0	2023/09/12 13:27	2023/09/13 12:14	e - Quote Financial Approval 1
3	495.25	0	2023/09/12 13:27	2023/09/13 12:16	i - Quote Approved
3	495.25	0	2023/09/12 13:27	2023/09/13 12:17	j - Quote Approved To Send	495.25	-	0.95	j - Quote Approved To Send

[v-xinruzhu-msft]

Hi @coetseem 

Based on the @amitchandak 's solution, you can also consider to create measures, they can dynamically changed.

e.g 

QuoteValueFixed2 =
VAR a =
    CALCULATE (
        MAX ( 'Table'[Final Creation Date] ),
        ALLEXCEPT ( 'Table', 'Table'[ID] )
    )
RETURN
    IF (
        SELECTEDVALUE ( 'Table'[Final Creation Date] ) = a,
        SUM ( 'Table'[QuoteValueFixed] )
    )

QuoteValueRecurring3 =
VAR a =
    CALCULATE (
        MAX ( 'Table'[Final Creation Date] ),
        ALLEXCEPT ( 'Table', 'Table'[ID] )
    )
RETURN
    IF (
        SELECTEDVALUE ( 'Table'[Final Creation Date] ) = a,
        SUM ( 'Table'[QuoteValueRecurring] )
    )

Days =
VAR a =
    CALCULATE (
        MAX ( 'Table'[Final Creation Date] ),
        ALLEXCEPT ( 'Table', 'Table'[ID] )
    )
RETURN
    IF (
        SELECTEDVALUE ( 'Table'[Final Creation Date] ) = a,
        DATEDIFF ( MAX ( 'Table'[Created] ), a, DAY )
    )

Final Stage =
VAR a =
    CALCULATE (
        MAX ( 'Table'[Final Creation Date] ),
        ALLEXCEPT ( 'Table', 'Table'[ID] )
    )
RETURN
    IF (
        SELECTEDVALUE ( 'Table'[Final Creation Date] ) = a,
        MAX ( 'Table'[Status] )
    )

Output

Best Regards!

Yolo Zhu

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

[amitchandak · Accepted solution]

@coetseem , Try a new column like

if([Creation date] = maxx(filter(Table, [ID] = earlier([ID]) ), [creation Date]) , [Quote Value] , Blank())

for measure try like

Latest
https://amitchandak.medium.com/power-bi-get-the-last-latest-value-of-a-category-d0cf2fcf92d0

https://amitchandak.medium.com/power-bi-get-the-sum-of-the-last-latest-value-of-a-category-f1c839ee8...