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mahendran2006
Regular Visitor

summarize table by max date

Hi All,

 

I have two tables, date table and invoice table. my requirement is to show the unique recent invoice data by refreshed date.

if i put week column from date table it has to show the unique data from that week, if i put month it has to show the unique data from that month.

 

mahendran2006_1-1714347295325.png

mahendran2006_2-1714347329719.png

Thanks 

Mahendran 

6 REPLIES 6
mahendran2006
Regular Visitor

Hi Greg,

Thanks for your reply. i have shared the input and output tables. i have the daywise data. if i want to view the data weekly data has to be grouped within that week and has to give the recent refreshed date data.

if i want to view the data monthly data has to be grouped within that month and has to give the recent refreshed date data . in a similar way it has to give for quartely, half yearly, yearly

 

 

mahendran2006
Regular Visitor

weekInvoiceInvoice refresh datemax refresh date
WKS 01st Apr 202411114/5/2024John
WKS 01st Apr 202422224/5/2024Peter
WKS 01st Apr 202433334/5/2024Charles
WKS 01st Apr 202444444/5/2024Cathy
WKS 08th Apr 202411114/8/2024John
WKS 08th Apr 202422224/8/2024Peter
WKS 08th Apr 202433334/8/2024Charles
WKS 08th Apr 202444444/8/2024Cathy
WKS 22nd Apr 202411114/22/2024John
WKS 22nd Apr 202422224/22/2024Peter
WKS 22nd Apr 202433334/22/2024Charles
WKS 22nd Apr 202444444/22/2024Cathy

MonthInvoiceRefresh DateName

Apr'24

11114/22/2024John
Apr'2422224/22/2024Peter
Apr'2433334/22/2024Charles
Apr'2444444/22/2024Cathy
mahendran2006
Regular Visitor

Hi Greg, thanks for helping my query. i have shared my inout table. my expected output table is

Greg_Deckler
Community Champion
Community Champion

@mahendran2006 Sorry, having trouble following, can you post sample data as text and expected output?
Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.



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Invoice NoRefreshDate

Name

11114/1/2024John
22224/1/2024Peter
33334/1/2024Charles
11114/5/2024John
22224/5/2024Peter
33334/5/2024Charles
44444/5/2024Cathy
11114/8/2024John
22224/8/2024Peter
33334/8/2024Charles
44444/8/2024Cathy
11114/22/2024John
22224/22/2024Peter
33334/22/2024Charles
44444/22/2024Cathy

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