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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Return current value from LastNonBlank by date

Hi,

I have a table "DividendStocks" and I need a column or measure like "Shares": 

StockTickerDatePurchaseShares (what I need)
PEPJan050
GILDJan0200
SVKJan100150
PEPDec5050
GILDDec200200
SVKDec5050


I have tried this calc column but it does not seem to work properly. 

Shares =
var LastNonBlankDate = CALCULATE(MAX(DividendStocks[Date]),FILTER(ALL(DividendStocks),DividendStocks[Date]<=MAX(DividendStocks[Date]) && DividendStocks[Purchase]<>0))
var LastNonBlankST = CALCULATE(MAX(DividendStocks[StockTicker]),FILTER(ALL(DividendStocks),DividendStocks[StockTicker] <>""))
RETURN
CALCULATE(SUM(DividendStocks[Purchase]),
FILTER(ALL(DividendStocks),DividendStocks[Date] = LastNonBlankDate))

Thanks!
Mikkel 
Need Help
  • v-xulin-mstf's avatar
    v-xulin-mstf
    5 years ago

    Hi Anonymous,

     

    Try measure as:

    shares =

CALCULATE(

    SUM(DividendStocks[Purchase]),

     FILTER(

         ALL(DividendStocks),

        DividendStocks[Date]<=MAX('Table'[Date]) &&  DividendStocks[Purchase]<>0 && DividendStocks[StockTicker]=MAX(DividendStocks[StockTicker]) && DividendStocks[StockTicker] <>""))

    Here is the output:

     

    Here is the demo, please try it: Return current value from LastNonBlank by date

     

    Best Regards,

    Link

     

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • v-xulin-mstf's avatar
    v-xulin-mstf
    Community Support
    5 years ago

    Hi Anonymous,

     

    Try measure as:

    shares =

CALCULATE(

    SUM(DividendStocks[Purchase]),

     FILTER(

         ALL(DividendStocks),

        DividendStocks[Date]<=MAX('Table'[Date]) &&  DividendStocks[Purchase]<>0 && DividendStocks[StockTicker]=MAX(DividendStocks[StockTicker]) && DividendStocks[StockTicker] <>""))

    Here is the output:

     

    Here is the demo, please try it: Return current value from LastNonBlank by date

     

    Best Regards,

    Link

     

    If this post helps then please consider Accept it as the solution to help the other members find it more quickly.

  • parry2k's avatar
    parry2k
    Super User
    5 years ago

    Anonymous it is easier if you add a date dimension in your model and work from it. To add a date dimension, check my blog post and then you can add this measure

     

    Previous Month Shares = CALCULALTE ( SUM ( Table[Purchase] ), PREVIOUSMONTH ( DateTable[Date] ) )

     

    Check my latest blog post Compare Budgeted Scenarios vs. Actuals I would ❤ Kudos if my solution helped. 👉 If you can spend time posting the question, you can also make efforts to give Kudos to whoever helped to solve your problem. It is a token of appreciation!

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