Index Column Based on ID and Date

[clim2f88j]

Hello everyone,

I need to add an index column based on consumers ID and date.

Data:

ID	Date
AAA	1/1/23
AAA	3/7/23
AAA	4/18/23
BBB	12/19/22
BBB	4/5/23
CCC	7/9/23
CCC	9/1/23

What i'm looking for:

ID	Date	Index
AAA	1/1/23	1
AAA	3/7/23	2
AAA	4/18/23	3
BBB	12/1/22	1
BBB	4/5/23	2
CCC	7/9/23	1
CCC	9/1/23	2

The index column would tell me how many cases we have for that ID and then give it a value based on the date. So the oldest date would get a 1 and the next date a 2, and so on. But i need it to restart when it gets to the next ID.

Thank you all!

[Anand24]

Hi @clim2f88j ,
Create a calculated measure with below DAX:

Index =
RANKX (
    ALLEXCEPT('Table', 'Table'[ID]),
    CALCULATE ( MAX ( 'Table'[Date] ) ),
    ,
    ASC,
    DENSE
) - 1

Here's the result:

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[Sammyben]

I have same question but I need to create by id then category and then by date. Hiw can I add also the category?

[dufoq3]

Hi @Sammyben, something like this? (if no provide sample data and expected result please)

Result:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcnR0VNJRcjYEEob6hvpGBkbGSrE6KOLG+uYY4kY4xEHqTfQNLRASTk5OcAuM9A0tQTJG6DIm+qYYOoxQxGMB", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ID = _t, Category = _t, Date = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"ID", type text}, {"Date", type date}}, "en-US"),
    #"Sorted Rows" = Table.Sort(#"Changed Type",{{"ID", Order.Ascending}, {"Date", Order.Ascending}}),
    #"Grouped Rows" = Table.Group(#"Sorted Rows", {"ID", "Category"}, {{"Data", each Table.AddIndexColumn(_, "Index", 1, 1, Int64.Type), type table}}),
    #"Combined Tables" = Table.Combine(#"Grouped Rows"[Data])
in
    #"Combined Tables"

[clim2f88j]

Thank you! That worked for the most part, but something i didn't account for is what if the dates are the same? 

Right now if the dates are the same for the same ID then they are getting the same index number. My dates don't have a timestamp.

If they have the same date/ID then i don't care which one gets the lower/higher index.

[Anonymous]

Hi @clim2f88j ,

Please try like:

Index = 
RANKX (
    FILTER (
        ALL ( 'Table'[ID], 'Table'[Date] ),
        'Table'[ID] = EARLIER ( 'Table'[ID] )
    ),
    'Table'[Date],
    ,
    ASC,
    Dense
)

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum

[clim2f88j]

Thank you for helping me out but i get the following error with that DAX: EARLIER/EARLIEST refers to an earlier row context which doesn't exist.

In your example, the AAA ID with the 3/7/2023 date have the same index. I need them to be different.

[Anonymous]

Hi @Sammyben ,

Please try sort by [ID] and [Date] first in ascending order in PowerQuery first:

Then group them by [ID] and add an Index column.

Expand columns and the output:

Advanced editor:

let
    Source = Table.FromRows(Json.Document(Binary.Decompress(Binary.FromText("i45WcnR0VNJRMtQ31DcyMDJWitWBCRnrmxMhZKJvaIEQc3JyAhlmpG9oCRI0QhI00TdFV4cQigUA", BinaryEncoding.Base64), Compression.Deflate)), let _t = ((type nullable text) meta [Serialized.Text = true]) in type table [ID = _t, Date = _t]),
    #"Changed Type" = Table.TransformColumnTypes(Source,{{"ID", type text}, {"Date", type date}}),
    #"Sorted Rows" = Table.Sort(#"Changed Type",{{"ID", Order.Ascending}, {"Date", Order.Ascending}}),
    #"Grouped Rows" = Table.Group(#"Sorted Rows", {"ID"}, {{"Data", each Table.AddIndexColumn(_, "Index", 1, 1, Int64.Type)}}),
    #"Expanded Data" = Table.ExpandTableColumn(#"Grouped Rows", "Data", {"Date", "Index"}, {"Date", "Index"})
in
    #"Expanded Data"

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum