First Offer Employee

[Anonymous]

Hi all,

I can't solve the following Problem: I have a table with all document position (orders, offers, invoices etc), called BI_Positionen_Doc. It is constructed as following:

Article	Documenttype	DocumentNo	Position	Salesman	DocDate
xyz	offer	102	1	Georg	05.01.2022
abc	offer	102	2	Georg	05.01.2022
xyz	order	500	1	Mark	10.01.2022

I want to add a new column that states for each line the first offer Date and the Employee who did the first offer. Aim is to get the first employee who offered the article.

So adding to the table above f.e.:

FirstOfferDate	FirstOfferEmployee
05.01.2022	Georg
05.01.2022	Georg
05.01.2022	Georg

The date I could solve with this:

FirstofferDate= CALCULATE(MINX(TOPN(1,BI_Positionen_Doc,BI_Positionen_Doc[Date],1),BI_Positionen_Doc[Date]), FILTER(BI_Positionen_Doc,BI_Positionen_Doc[discriminator]="Offer"))

Example: For the article 12191020023 the first offer date was 07.01.2016 (see third column) - the formula worked here (see second column):

 

But I can't solve how to get the first employee?

Could you help me please?

Thanks and best regards

Eileen

[lbendlin]

Does it have to be DAX or can this be done in Power Query?

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WqqisUtJRyk9LSy0C0oYGRiASiN1T84vSgbSBqZ6BoZ6RgZGRUqxOtFJiUjKGciPcyqGmF6WAlZsaGEBN900sygbrR6iOBQA=", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [Article = _t, Documenttype = _t, DocumentNo = _t, Position = _t, Salesperson = _t, DocDate = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"Article", type text}, {"Documenttype", type text}, {"DocumentNo", Int64.Type}, {"Position", Int64.Type}, {"Salesperson", type text}, {"DocDate", type date}},"de"),
    #"Added Custom" = Table.AddColumn(#"Changed Type", "FirstOfferDate", (k)=> Table.Sort(Table.SelectRows(#"Changed Type",each [Article]=k[Article] and [Documenttype]="offer"),{{"DocDate", Order.Ascending}}){0}[DocDate],type date),
    #"Added Custom1" = Table.AddColumn(#"Added Custom", "FirstOfferEmployee",(k)=> Table.Sort(Table.SelectRows(#"Changed Type",each [Article]=k[Article] and [Documenttype]="offer"),{{"DocDate", Order.Ascending}}){0}[Salesperson],type text)
in
    #"Added Custom1"

How to use this code: Create a new Blank Query. Click on "Advanced Editor". Replace the code in the window with the code provided here. Click "Done".

[Anonymous]

Hi Power Query would be also fine. But the code you gave me just gives me the example I posted here as a table? This was only an example...my table BI_Position_Doc has loads of data. I don't know how this formula can help me...

Thanks!

[lbendlin]

Modify the Source= step to point to your table instead.

[Anonymous]

ok so: Source=Table.FromRows(BI_Positionen_Doc),

#Changed Type etc.....

sorry but as i don't understand teh code, it is hard to just replace something...

[lbendlin]

Source = BI_Positionen_Doc,

[Anonymous]

Sorry...still doesn't work...but thanks for your help