How to summarize earliest worked date per person?

powerpivotlegal

New Member
Joined
May 14, 2014
Messages
30
Hello,

I have the following sample data set. I have a timekeeper lookup table with status (approved, etc.) linked to this data. I am trying to find the earliest date that each person worked, so that I can determine when each timekeeper started billing and if they are brand-new (i.e. not on the approved list).

How can I write DAX formula to handle this?
[TABLE="width: 783"]
<tbody>[TR]
[TD]Matter Name
[/TD]
[TD]TK #
[/TD]
[TD]TK Name
[/TD]
[TD]TK Title
[/TD]
[TD]TK GPG
[/TD]
[TD]TK Office
[/TD]
[TD]Work Date
[/TD]
[TD]Work Value
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]20 Feb 2014
[/TD]
[TD]252.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]28 Feb 2014
[/TD]
[TD]720.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]28 Feb 2014
[/TD]
[TD]0.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]6 Mar 2014
[/TD]
[TD]900.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]7 Mar 2014
[/TD]
[TD]2,628.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]9 Mar 2014
[/TD]
[TD]900.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]31 Mar 2014
[/TD]
[TD]0.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]45587
[/TD]
[TD]Smith, John
[/TD]
[TD]Associate
[/TD]
[TD]Tax
[/TD]
[TD]Palo Alto
[/TD]
[TD]21 Apr 2014
[/TD]
[TD]0.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]41833
[/TD]
[TD]Johnson, Ben
[/TD]
[TD]Sr. Analyst
[/TD]
[TD]Tax
[/TD]
[TD]San Francisco
[/TD]
[TD]25 Mar 2014
[/TD]
[TD]1,349.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]41833
[/TD]
[TD]Johnson, Ben
[/TD]
[TD]Sr. Analyst
[/TD]
[TD]Tax
[/TD]
[TD]San Francisco
[/TD]
[TD]31 Mar 2014
[/TD]
[TD]0.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]41833
[/TD]
[TD]Johnson, Ben
[/TD]
[TD]Sr. Analyst
[/TD]
[TD]Tax
[/TD]
[TD]San Francisco
[/TD]
[TD]21 Apr 2014
[/TD]
[TD]0.00
[/TD]
[/TR]
[TR]
[TD]IP Rights Analysis - Tax
[/TD]
[TD]46113
[/TD]
[TD]Davis, Mark
[/TD]
[TD]Tax Director
[/TD]
[TD]Tax
[/TD]
[TD]London
[/TD]
[TD]19 Jun 2014
[/TD]
[TD]900.00
[/TD]
[/TR]
</tbody>[/TABLE]



Many thanks.
 
Add the following Calculated Column to your table to flag the row with the start date of the person
=if(Table1[Work Date]=calculate(min(Table1[Work Date]),filter(table1,Table1[TK name]=Earlier(Table1[TK Name]))),"Start","")

This flag you can use in other columns or measures to crosscheck with your approval list
 
Upvote 0

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