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Not applicable

Entries with max Date to be shown

Hi Folks,

I have a table like the one below, now I need to show only the entries with the latest Approval Date for each Client, separately.

Actual Fee is an expression.

Current table:

Capture.JPG

Required table:

Capture1`.JPG

Regards,

Dawar

10 Replies
Not applicable
Author

Hi Haimanta

In your expression for [Actual Fee] include some dynamic set analysis that filters the table by date

=Sum({<[Approval Date]={$(=Max([Approval Date]))}>}[Actual Fee])

I sometimes encounter problems when the dates are formatted in a particular way, so you may need some trial and error here.  Although it's best to have your dates as numbers and then format them in your tables and charts.

jonathandienst
Partner - Champion III
Partner - Champion III

Straight table

-dimension Client Name

-expressions

     -FIrstSortedValue([Engagement Evaluatuion ID], [Approval Date])

     -Date(Max([Approval Date]))

     -FIrstSortedValue([Actual Fee], [Approval Date])

Logic will get you from a to b. Imagination will take you everywhere. - A Einstein
jonathandienst
Partner - Champion III
Partner - Champion III

This will only return the global maximum date, note the maximum per Client Name.

Logic will get you from a to b. Imagination will take you everywhere. - A Einstein
alexandros17
Partner - Champion III
Partner - Champion III

An Example

MyTable:
LOAD * Inline [
Customer, Value, Date
A, 100, 05/06/2015
A, 120, 01/03/2015
A, 110, 11/04/2015
B, 210, 27/02/2015
B, 250, 01/06/2015
C, 105, 03/03/2015
C, 370, 17/06/2015
C, 469, 15/01/2015
D, 53, 22/01/2015
D, 78, 03/01/2015
]
;

Left Join
LOAD Customer, Max(Date) as Date, '1' as FlagMaxDate Resident MyTable Group By Customer;

FinalTable:
NoConcatenate
LOAD * Resident MyTable Where FlagMaxDate='1';
DROP Table MyTable;

jduarte12
Partner - Creator II
Partner - Creator II

Hello.

I would try to do the following:

1- "Client" is your dimension;

2- Use set analysis to compute your "actual fee" expression. Someting like:

actual_fee = Sum({<approval_date={"$(=max(approval_date))"}>} parameter)

Best regards,

João Duarte

fvelascog72
Partner - Specialist
Partner - Specialist

Hi,

Try this:

DATA:

LOAD

  [Client Name],

  [Engagement Evaluation ID],

  Date#([Approval Date],'DD-MMM-YY') as "Approval Date"

Inline [

Client Name, Engagement Evaluation ID, Approval Date

1FB SUPPORT SERVICIES PRIVATE LIMITED, 5046578, 11-dic-13

1FB SUPPORT SERVICIES PRIVATE LIMITED, 5063151, 7-ene-14

2WIRE DEVEPOLMENT CENTER (INDIA) PRIVATE LIMITED, 5321943, 17-jul-14

2WIRE DEVEPOLMENT CENTER (INDIA) PRIVATE LIMITED, 4488361, 16-abr-12

];

Right Join (DATA)

LOAD

  [Client Name],

  Date(Max([Approval Date]),'DD-MMM-YY') as "Approval Date"

Resident DATA

Group by [Client Name];

jonathandienst
Partner - Champion III
Partner - Champion III

João Nuno Duarte wrote:

Hello.

I would try to do the following:

1- "Client" is your dimension;

2- Use set analysis to compute your "actual fee" expression. Someting like:

actual_fee = Sum({<approval_date={"$(=max(approval_date))"}>} parameter)

Best regards,

João Duarte

See my comment above

Logic will get you from a to b. Imagination will take you everywhere. - A Einstein
Not applicable
Author

As mentioned by Jonathan,

I already tried doing changes in the expression before like
=Sum({<[Approval Date]={$(=Max([Approval Date]))}>}[Actual Fee])

but only the global latest Approval Date entries were only displayed

Not applicable
Author

Hi Jonathan,

This is not giving me the Engagement Evaluation ID as per latest Approval Date but instead that of the first Approval Date