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Anonymous
Not applicable

## First Offer Employee

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?

Thanks and best regards

Eileen

6 REPLIES 6
Super User

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),
in

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
Not applicable

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!

Super User
Anonymous
Not applicable

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...

Super User

Source = BI_Positionen_Doc,

Anonymous
Not applicable

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