Sum Value by latest date and ID field

[Dn_wemn]

Hi

How can I sum the Sales value by ID field and by latest Date of each ID?

The expected result of new measure is: 4567 (B) + 358 (A) + 453 (A) = 5378

Thank you

Sales	Deliverdate	ID
233	18.01.2023	A
563	18.01.2023	A
453	01.02.2023	A
358	01.02.2023	A
435	01.04.2023	B
768	04.01.2024	B
547	11.01.2024	B
346	11.02.2024	B
4567	11.04.2024	B

[v-yohua-msft · Accepted solution]

Hi, @Dn_wemn 

You can try the DAX expression below, I start by creating a measure to calculate the most recent date：

LatestDatePerID = 
CALCULATE(
    MAX('Table 1'[Deliverdate]),
    ALLEXCEPT('Table 1', 'Table 1'[ID])
)

Then create a new measure to calculate the sum：

SumSalesByLatestDateAndID = 
SUMX(
    FILTER(
        'Table 1',
        'Table 1'[Deliverdate] = 'Table 1'[LatestDatePerID]
    ),
    'Table 1'[Sales])

Here is my preview:

How to Get Your Question Answered Quickly 

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data)

Best Regards

Yongkang Hua

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

[Dn_wemn]

Thank you, this has worked.

I tried to do this in one measure, so your first measure was VAR and then I used RETURN to enter your second measure. But this has not worked. Why does it only work in 2 measures? Thx.

[Ashish_Mathur]

Hi,

The latest date of ID A is 01/02/2023.  Why are you including 233 in the answer?  Shouldn't the answer be 4567+358+453?

[Dn_wemn]

Hi, you're right, I corrected this. Thanks

[Ashish_Mathur]

Hi,

PBI file attached.

Hope this helps.

[Dn_wemn]

Thanks for your suggestion, this looks good as well.

[Ashish_Mathur]

You are welcome.

[Ashish_Mathur]

Share data in a format that can be pasted in an MS Excel file.

[Dn_wemn]

Sales	Deliverdate	ID
233	18.01.2023	A
563	18.01.2023	A
453	01.02.2023	A
358	01.02.2023	A
435	01.04.2023	B
768	04.01.2024	B
547	11.01.2024	B
346	11.02.2024	B
4567	11.04.2024	B

I dont know how to upload the pbix file though...

[selimovd]

Hey @Dn_wemn ,

if you put it in the table, the measure should look like this:

Sales of MaxDate =
VAR _MaxDeliveryDate = CALCULATE ( MAX ( myTable[Deliverdate] ), ALLEXCEPT ( myTable, myTable[ID] ) )
VAR _Sales = CALCULATE ( SUM ( myTable[Sales] ), myTable[Deliverdate] = _MaxDeliveryDate )
RETURN
    _Sales

If you need any help please let me know.
If I answered your question I would be happy if you could mark my post as a solution ✔️ and give it a thumbs up 👍

Best regards
Denis

Blog: WhatTheFact.bi
Follow me: twitter.com/DenSelimovic
 

[Dn_wemn]

Hi, thanks, your solution takes the correct max dates and ID, but the total is wrong.

I tried with SUMX but it has not worked either.

Do you know how to get the correct total which is 5378?