Finding latest value based on date

[Anonymous]

Hi everyone!

I have a data set (CheckUP) which contains all the check up meetings I have had with several employees. It is a monthly thing so I collect the answers and then refresh the source file to update the existing data set. Currently all my graphs show all date points so that I can track the line and see how things are going. However, I have about 7-8 tables which contain details associated to each date. 

To make it much easier to read, I have filtered every table based on the latest date. However, every time I have a new meeting I have to manually adjust the filter to show the newest latest date. 

What I would like to create is something like a measure that looks for the latest date for each person and applies this to the filter (or it might be the filter). 

The data set looks something like this:

Person name	General view	General view details	Subject	Date
Person A	7	Good	Planned visit	01-01-2020
Person A	4	Bad	Planned call	04-02-2020
Person A	9	Very good	Planned call	12-03-2020
Person B	2	Very bad	Planned visit	18-02-2020
Person B	5	Neutral	Planned call	16-03-2020
Person C	7	Good	Planned visit	16-05-2020

So for the General view I have a graph that shows the General view over time, but for the General view details I want to only see the most recent date in the table and have it update every time it finds a new latest value for that person.

I tried using measure: Calculate (Sum (CheckUP[general view details]), LASTDATE(CheckUP[Date])) but it doesn't seem to work. Might have done something wrong here.

[v-eachen-msft]

Hi @Anonymous ,

In your dataset table above, I find that the "CheckUP[general view details]" is text type. If you use SUM() function on this field, it will return an error.

[Anonymous]

I did not notice @v-eachen-msft, thank you for clarifying that issue. Would you by any chance know how I could change this so it would work with my dataset? 

[Anonymous]

So I managed to get a filter that returns true/false and based on that I can filter out the falses and keep only the latest date, however I have 2 types of subject: visit and call and I want to know the latest date for both subject types.

This column is what I am currently using:

LatestDate = report1588859888847[End Date] =

CALCULATE(

MAX(report1588859888847[End Date]),

FILTER(ALL(report1588859888847), report1588859888847[Person name]=EARLIER(report1588859888847[Person name]))

)

Is there a way somehow to make it check for the subject type too or have another column added that also checks for subject type so I can use that as a filter/slicer?