Forum Discussion
Query - Find max date for each customer, if null take last previous transaction date, by month year
Hi,
I have a table with transaction dates for each customer.
Then I have date table with dates, months, years.
I want to have a new table that will show for each customer his last transaction date per month/year.
If transaction date is missing in one month&year then take previous transaction date.
Example
Result
Thank you!
Mike
Hi Anonymous
I've had a similar situation, the below helped me solve it. I think the blank date would get resolved by this also.
3 Replies
- Daviejoe
Memorable Member
Hi Anonymous
I've had a similar situation, the below helped me solve it. I think the blank date would get resolved by this also.
- amitchandak
Super User
Anonymous , Try with a date table. Month year should be there in month year table
Max till year
YTD = CALCULATE(MAX(Table[Transaction Date]),DATESYTD('Date'[Date],"12/31"))
max across year
Cumm = CALCULATE(MAX(Table[Transaction Date]),filter(date,date[date] <=maxx(date,date[date])))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/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
