How to find the sales value from last year's first transaction ( first date)?

[Anonymous]

Hi all,

I have a dataset with date column and fund retun values. For a given a fund we might have a few years of history or a few months. I need a measure to return the earliest return value from the last year. 

Assume for a given Fund we have a single return per day.

If the fund has historical data in the dataset prior to 1/1/2019 then I need the return value for 1/1/2019, but if the earliest data is from lets say 6/20/2019 then I need the return value for that date.

I would appreciate your help in DAX formula     

[v-diye-msft]

Hi @Anonymous 

If you've fixed the issue on your own please kindly share your solution. if the above posts help, please kindly mark it as a solution to help others find it more quickly.thanks!

[amitchandak]

Make sure you have date calendar map to your Table and Try

Last YTD Sales = CALCULATE(min(Transaction[Date]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
Last YTD complete Sales = CALCULATE(min(Transaction[Date]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

Last YTD complete Sales = CALCULATE(min(Transaction[Date]),filter(all('Date'),year('Date'[Date]) =year(today())-1))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

[Greg_Deckler]

Perhaps:

Measure =
  VAR __Fund = MAX('Table'[Fund])
  VAR __Date = MINX('Table',[Date])
RETURN
  MAXX(
    FILTER(
      'Table',
      'Table'[Fund] = __Fund &&
        'Table'[Date] = __Date
    ),
    [Return]
   )