Query - Find max date for each customer, if null take last previous transaction date, by month year

[Anonymous]

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

[v-jayw-msft]

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

[amitchandak]

@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.

[Daviejoe · Accepted solution]

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