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Anonymous's avatar
Anonymous
Not applicable
7 years ago
Solved

Find most recent value based on two criteria

I have two datasets.   Dataset 1 (transactions) has the following columns: Month, client, transactions   Dataset 2 (consultants) has the following columns: Client, consultant, date of start ...
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  • v-lili6-msft's avatar
    v-lili6-msft
    7 years ago

    HI, Anonymous

    Sorry for my careless and misunderstanding for the issue,

    and you may try to this formula as below:

    Consultant = 
MAXX (
    TOPN (
        1,
        FILTER (
           consultants,
            results[Client] = consultants[Client]
                && results[Date] >= consultants[Starting date]
        ),
        consultants[Starting date], DESC
    ),
    consultants[Consultant]
)

    Regards,

    Lin Li

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Thanks a lot for your suggestion Greg. How do you suggest I relate these tables, as there are no many-to-one relationships possible. There are many dates as there are many clients. 

I do get this formula working, but it only returns the consultant with the most recent date, and only for client results in that specific month. It does not respect the client to client match.

Greg_Deckler's avatar
Greg_Deckler
Icon for Community Champion rankCommunity Champion
7 years ago

So are the tables related or no? You should be able to do a many-to-many now with composite models. Are they related by Date? If you could share some sample data and a pic of your relationships could potentially find a better solution.

  • Anonymous's avatar
    Anonymous
    Not applicable
    7 years ago

    Hi Greg,

     

    This is an example of the data (can't share the real thing). Should've mentioned I was trying to achieve this in Power Query. I don't know if the composite models are availabe there:

     

     

     

     

    • v-lili6-msft's avatar
      v-lili6-msft
      Icon for Community Support rankCommunity Support
      7 years ago

      hi, Anonymous

      After my research, you could try this formula:

      result = 
SUMX (
    TOPN (
        1,
        FILTER (
            SUMMARIZE (
                results,
                results[Client],
                results[Date],
                "_transaction", CALCULATE ( SUM ( results[Transactions] ) )
            ),
            results[Client] = consultants[Client]
                && results[Date] <= consultants[Starting date]
        ),
        results[Date], DESC
    ),
    [_transaction]
)

      Result:

       

      here is pbix, please try it.

      https://www.dropbox.com/s/n8rpg99uxh4m7iq/Find%20most%20recent%20value%20based%20on%20two%20criteria.pbix?dl=0

       

      Best Regards,

      Lin

       

      • Anonymous's avatar
        Anonymous
        Not applicable
        7 years ago

        Hi and thanks for your suggestion, I really appreciate all the ideas and input. However I don't think that your solution works for what I'm trying to achieve. The result should be that the right consultant is returned for the right date and client. 

         

        The table should be something like this:

         

         

        Date Client Transactions Consultant (calculated column)

        DateClientTransactionsConsultant (calculated column)
        1-1-2019Client A2000Consultant 1
        1-1-2019Client B1500Consultant 2
        3-1-2019Client C4387Consultant 3
        1-6-2019Client A2433Consultant 2