cancel
Showing results for
Did you mean:

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Anonymous
Not applicable

## 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

1 ACCEPTED SOLUTION
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.

https://community.powerbi.com/t5/Desktop/Consuming-only-updated-records-in-Power-query/m-p/726938/highlight/false#M350797

Proud to be a Super User!

3 REPLIES 3
Community Support

Hi @Anonymous ,

Check the measure below.

``Measure = CALCULATE(MAX('Table'[date]),FILTER(ALLEXCEPT('Table','Table'[customer]),MONTH('Table'[date])<=SELECTEDVALUE('CALENDAR'[month])&&YEAR('Table'[date])=SELECTEDVALUE('CALENDAR'[year])))``

Best Regards,

Jay

Community Support Team _ Jay
If this post helps, then please consider Accept it as the solution
to help the other members find it.
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://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

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.

https://community.powerbi.com/t5/Desktop/Consuming-only-updated-records-in-Power-query/m-p/726938/highlight/false#M350797

Proud to be a Super User!

Announcements

#### Europe’s largest Microsoft Fabric Community Conference

Join the community in Stockholm for expert Microsoft Fabric learning including a very exciting keynote from Arun Ulag, Corporate Vice President, Azure Data.

#### Power BI Monthly Update - June 2024

Check out the June 2024 Power BI update to learn about new features.

#### Fabric Community Update - June 2024

Get the latest Fabric updates from Build 2024, key Skills Challenge voucher deadlines, top blogs, forum posts, and product ideas.

Top Solution Authors
Top Kudoed Authors