Look up value of earlier date in same table

[Anonymous]

Hi,

I have a table similar to the below where i am trying to calculate for each row where activity type is "Order" the earliest (based on Date) Activity Type for each customer id.

Any ideas on how i could proceed?

Activity Id	Activity Type	Date	Customer Id	Desired result
1	Call	1/1/2020	1	n/a
2	Order	3/1/2020	1	Call
3	Email	2/1/2020	2	n/a
4	Call	4/1/2020	2	n/a
5	Order	6/1/2020	2	Call
6	Email	4/1/2020	3	n/a
7	Order	6/1/2020	3	Email

[amitchandak]

@Anonymous , Both as new columns

Last Activity = maxx(filter(Table, [Customer Id]=earlier([Customer Id]) && [Activity ]<earlier([Activity ])),[Activity ])
Last Activity Type = maxx(filter(Table, [Customer Id]=earlier([Customer Id]) && [Activity ]=earlier([Last Activity])),[Activity Type])

[Anonymous]

With slight change from @amitchandak this is the final dax.

Two columns

Last Activity Date = maxx(filter(Table, [Customer Id]=earlier([Customer Id]) && [Activity Date]<earlier([Activity Date])),[Activity Date]) #This gives you the closest actvity date to each activity 

Last Activity Type = maxx(filter(Table, [Customer Id]=earlier([Customer Id]) && [Activity ]=earlier([Last Activity])),[Activity Type]) #This gives you the closest activity type to each order

[Anonymous]

It worked, used in the first column Date instead of activity, FILTER(... && Date<earlier(Date),Date).

Thank you so much.

[AllisonKennedy]

@Anonymous  This should do the trick: 

Earlier Activity = IF(MAXX(FILTER(Activity,EARLIER(Activity[Customer Id])=Activity[Customer Id]),Activity[Activity Id])=Activity[Activity Id], MINX(FILTER(Activity,EARLIER(Activity[Customer Id])=Activity[Customer Id]),Activity[Activity Type]), "n/a")

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[AllisonKennedy]

Why n/a? Are you only wanting a result for the latest activity of each customer?

[Anonymous]

sorry that was misleading, n/a because i need to calculate the above only when the activity type is "order" since i want to establish which type of activity has caused the order. 

[AllisonKennedy · Accepted solution]

Of course, that makes perfect sense. 

In that case the DAX is even simpler:

Earlier Activity = IF(Activity[Activity Type]="Order", MINX(FILTER(Activity,EARLIER(Activity[Customer Id])=Activity[Customer Id]),Activity[Activity Type]), "n/a")

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If you found this post helpful, please give Kudos.

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[Anonymous]

First of all thank you for supporting and trying to help, this is definitely much appreciated.

I will keep as solved anyway your second answer becuase it might help people that want to see what is the first/min date or activity.

there was two problems in my case,

I was sort of looking for the max preceeding the order activity

Also it was taking the absolute min and if more than one order per customer it would only take one value.

Thanks anyway i wish you a great day.

F.

[AllisonKennedy]

Your original post said 'earliest' so I took that to mean the min(), but glad you got it working.

Has this post solved your problem? Please mark it as a solution so that others can find it quickly and to let the community know your problem has been solved. 

If you found this post helpful, please give Kudos.

I work as a trainer and consultant for Microsoft 365, specialising in Power BI and Power Query. 

https://sites.google.com/site/allisonkennedycv