Most recent record from another table

[Anonymous]

Hi - I have two tabels with a many to relationship by ID. In Table 1 I have Note entries and there are multiple per ID. In table 2 I want to bring in the most recent date for each ID as well as the most recent note. In my sample date you can see that I only pull in the most recent date and note into table 2. How do I code these two fields in DAX?

Table 1:

ID	Date	Note
123	5/10/2020	Note 1
123	5/15/2020	Note 2
123	6/5/2020	Note 3
123	6/15/2020	Note 4
456	6/18/2020	Note 1
456	6/24/2020	Note 2

Table 2:

ID	Date	Note
123	6/15/2020	Note 4
456	6/24/2020	Note 2

[az38 · Accepted solution]

Hi @Anonymous 

try  a table

Table 2 = SUMMARIZECOLUMNS('Table 1'[ID], 
"Date", MAX('Table 1'[Date]),
"Note", CALCULATE(MAX('Table 1'[Note]), FILTER('Table 1', 'Table 1'[Date]=[Date] && 'Table 1'[ID]=[ID])
))

[amitchandak]

@Anonymous , I have done it using lastnonblankvalue , released in March 2020.

Check: https://www.dropbox.com/s/hkzx1lrnif38y1v/Last%20non%20blank%20loop.pbix?dl=0

[mahoneypat · Accepted solution]

Here are two expressions for your calculated columns

Latest Date = CALCULATE(MAX(Table1[Date]))

Latest Note = CALCULATE(MAX(Table1[Note]), Table1[Date] = Table2[Latest Date])

The 2nd one uses the result of the first one.

If this works for you, please mark it as the solution.  Kudos are appreciated too.  Please let me know if not.

Regards,

Pat

[az38 · Accepted solution]

Hi @Anonymous 

try  a table

Table 2 = SUMMARIZECOLUMNS('Table 1'[ID], 
"Date", MAX('Table 1'[Date]),
"Note", CALCULATE(MAX('Table 1'[Note]), FILTER('Table 1', 'Table 1'[Date]=[Date] && 'Table 1'[ID]=[ID])
))

[Anonymous]

Thanks, but I'd rather not have to have another table just for this. Table 2 already exists and has more columns in it than just my sample data. I just want to pull in the most recent note from Table 1.