Find Latest sale date per Product as of a specified date

[Jkaplan88]

hi - new to PowerBI. i have a data set of products and sales by date. I'd like to be able to set a date filter which returns the latest sale date for each product on or before the specified date.

For example, if i specifcy 3/8/2020, id like to be able to return the entire row for each product below on or before 3/8/2020. Essentially trying to add an IF statement to a Max or LastDate but cnat figure out how to do it.

Product	ProductID	Sales	Quantity	Date
A	A1	150	5	3/5/2020
B	B1	255	6	3/5/2020
C	C1	200	4	3/5/2020
D	D1	11	1	3/5/2020
E	E1	300	7	3/5/2020
F	F1	300	7	3/1/2020
A	A1	150	5	3/4/2020
C	C1	200	4	3/8/2020
E	E1	300	7	3/10/2020

[v-yiruan-msft]

Hi @Jkaplan88 ,

Whether your problem has been resolved? If yes, could you please mark the helpful post as Answered? Thank you.

Best Regards

Rena

[v-yiruan-msft · Accepted solution]

Hi @Jkaplan88,

If you want to filter the product data which the date is on or before specific date, you can use relative date slicer to make filter:

In additional, you can create one measure to get the latest sale date of per product:

mDate = CALCULATE(max('Products'[Date]),ALLEXCEPT('Products','Products'[ProductID]))

Best Regards

Rena

[Greg_Deckler]

@Jkaplan88 , I created a disconnected Calendar table and this measure:

Measure = 
    VAR __Max = MAX('Calendar'[Date])
RETURN
    IF(MAX('Table'[Date])<=__Max,1,0)

Used the measure as a filter. PBIX is attached.

[Jkaplan88]

thanks Greg. Im looking to just pull the latest sale information on or before the specified date. For example, if just looking at product A, if i select 3/8 on the date range, then im still seeing sales on March 5 and MArch 4. Im trying just to find the latest sale on or before 3/8.

thank you

jordan 

[amitchandak]

Did not get it completely. Can you share output need?

A measure like this can help you to get data on or before data

sales =
var _max = maxx(Table,Table[Date])
return
calculate(sum(table[Sales]),filter(all(Table),Table[Date]<=_max))

[Jkaplan88]

hi - sorry.  IF the user selected March 8, 2020 as the specified date, then the desired output table would be like this. Which returns the list of products and the latest respective sales data which occured on or before 3/8

3/8/2020
Product	ProductID	Sales	Quantity	Date
A	A1	150	5	3/5/2020
B	B1	255	6	3/5/2020
C	C1	200	4	3/8/2020
D	D1	11	1	3/5/2020
E	E1	300	7	3/5/2020
F	F1	300	7	3/1/2020

[Greg_Deckler]

Updated PBIX to set Date to Latest to do the aggregation. Is this now correct?

[Jkaplan88]

unfortunately not. seems like in your example, 'prduct E' is getting filtered out due ot the measure. looks like because there is a later sale date occuring after 3/8 therefore the 'latest date' aggregator isnt picking it up.

[amitchandak]

@Jkaplan88 

For both sales and quantity create

Sales = 
var __maxdt =maxx(Table,table[Date])
VAR __id = MAX ( 'Table'[ProductID] )
VAR __date = CALCULATE ( MAX( 'Table'[Date] ), ALLSELECTED ( 'Table' ),  'Table'[ProductID] = __id ) 
RETURN CALCULATE ( sum ( 'Table'[Sales] ), VALUES ( 'Table'[ProductID] ), 'Table'[id] = __id, 'Table'[date] = __date ,'Table'[date] <= __maxdt )

Quantity = 
var __maxdt =maxx(Table,table[Date])
VAR __id = MAX ( 'Table'[ProductID] )
VAR __date = CALCULATE ( MAX( 'Table'[Date] ), ALLSELECTED ( 'Table' ),  'Table'[ProductID] = __id ) 
RETURN CALCULATE ( sum ( 'Table'[Quantity] ), VALUES ( 'Table'[ProductID] ), 'Table'[id] = __id, 'Table'[date] = __date ,'Table'[date] <= __maxdt )

Appreciate your Kudos.