How to summarize earliest worked date per person?

powerpivotlegal

New Member
Joined
May 14, 2014
Messages
29
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?
Matter Name
TK #
TK Name
TK Title
TK GPG
TK Office
Work Date
Work Value
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
20 Feb 2014
252.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
28 Feb 2014
720.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
28 Feb 2014
0.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
6 Mar 2014
900.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
7 Mar 2014
2,628.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
9 Mar 2014
900.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
31 Mar 2014
0.00
IP Rights Analysis - Tax
45587
Smith, John
Associate
Tax
Palo Alto
21 Apr 2014
0.00
IP Rights Analysis - Tax
41833
Johnson, Ben
Sr. Analyst
Tax
San Francisco
25 Mar 2014
1,349.00
IP Rights Analysis - Tax
41833
Johnson, Ben
Sr. Analyst
Tax
San Francisco
31 Mar 2014
0.00
IP Rights Analysis - Tax
41833
Johnson, Ben
Sr. Analyst
Tax
San Francisco
21 Apr 2014
0.00
IP Rights Analysis - Tax
46113
Davis, Mark
Tax Director
Tax
London
19 Jun 2014
900.00

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Many thanks.
 

Tianbas

Board Regular
Joined
Apr 29, 2014
Messages
101
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
 

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