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Anonymous's avatar
Anonymous
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6 years ago
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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 transactio...
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amitchandak's avatar
amitchandak
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6 years ago

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.