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Syndicate_Admin
Administrator
Administrator

I need to show more current status by customer

Hello
I have a customer record, where a column indicates the current status of the negotiations. For each status update, new data is generated as shown below:

Name Status Date

Carlos Preliminary call 02-03-2021

Franz Contact 01-03-2021

Carlos Adjusting details 02-03-2021

Franz Reunion final 04-03-2021

Franz Contract signed 05-03-2021

I what I need to show you what is the most up-to-date state of negotiations to take action on this, below is an example regarding the above data (it should work for the n customers I have):

Name Status Date

Carlos Adjusting details 02-03-2021

Franz Contract signed 05-03-2021

Thanks a lot!

1 ACCEPTED SOLUTION
V-lianl-msft
Community Support
Community Support

Hi @Syndicate_Admin ,

 

Since there is no unique value in the data, you need to create an index column in the query editor, which makes the problem much easier.

V-lianl-msft_1-1618210142615.png

 

Then create a measure and apply it to visual level filter.

Measure 2 = 
var latest= CALCULATE(MAX('Table'[Index]),ALLEXCEPT('Table (2)','Table (2)'[Name]))
return IF(MAX('Table (2)'[Index])=latest,1)

V-lianl-msft_0-1618210112934.png

 

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
V-lianl-msft
Community Support
Community Support

Hi @Syndicate_Admin ,

 

Since there is no unique value in the data, you need to create an index column in the query editor, which makes the problem much easier.

V-lianl-msft_1-1618210142615.png

 

Then create a measure and apply it to visual level filter.

Measure 2 = 
var latest= CALCULATE(MAX('Table'[Index]),ALLEXCEPT('Table (2)','Table (2)'[Name]))
return IF(MAX('Table (2)'[Index])=latest,1)

V-lianl-msft_0-1618210112934.png

 

 

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Syndicate_Admin
Administrator
Administrator

Thank you for the answer, but following your advice I get the following error message and I don't see what the fault is.

Cristopher_0-1617735666721.png

amitchandak
Super User
Super User

@Syndicate_Admin , for date use Max and for status use this measure

 

Status =
VAR __id = MAX ('Table'[Name] )
VAR __date = CALCULATE ( MAX('Table'[Date] ), ALLSELECTED ('Table' ), 'Table'[Name] = __id )
CALCULATE ( max ('Table'[Status] ), VALUES ('Table'[Name] ),'Table'[Name] = __id,'Table'[Date] = __date )

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