Forum Discussion

emmetk's avatar
emmetk
Frequent Visitor
7 years ago
Solved

Summarize Data by Max Date

Hello!   I have a status transactions table as follows:   date id status 1/1/2019 A New 1/15/2019 A Open 2/1/2019 A Closed 2/15/2019 B New 3/1/2019 B Open 3/15/20...
Need Help
  • Ashish_Mathur's avatar
    Ashish_Mathur
    7 years ago

    Hi,

    You may refer to my solution here.

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
7 years ago

Hi,

For March closed, the answer should be 1.  You may download my PBI file from here.

Hope this helps.

emmetk's avatar
emmetk
Frequent Visitor
7 years ago

Hi Ashish_Mathur 

 

Thank you for your response!

 

To clarify, I'm not just trying to organize raw transactions by status and month. I'm trying to summarize the current status of each ID by month. Since ID A moved to status = Closed in February and status = Stop in April, it is still in status = Closed in March. As such, the count of status = Closed in March should be 2.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    7 years ago

    Hi,

    I have tried hard enough but have not been successful in solving it.  If you find a solution, please share it here.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    7 years ago

    Hi,

    I think i have finally solved the problem.  Are you still interested in getting this solution?

    • emmetk's avatar
      emmetk
      Frequent Visitor
      7 years ago

      Hi Ashish_Mathur,

       

      Yes, I am still looking for a solution to this! Thank you for continuing to work on this - anything you are able to share would be appreciated.

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User
        7 years ago

        Hi,

        You may refer to my solution here.

        Hope this helps.