Nested DAX iteration with multiple conditions - powerbi

Question

I am hopeful you will be able to help me or point me in the right direction to work out a DAX formula to return a calculated table.
I have spend hours trying to figure it out but but have hit a wall and cannot move further.
For the purpose of this illustration, I have a simple table which contains orders. Customer can purchase an order from two different shops. I am trying to work out which are the order numbers of red products which have been purchased before the max expiry date of a yellow product, if sold to the same customer at the same shop.
My table is as follows:
Order ID Office Customer Order Date Expiry Date Product
1 Shop1 Cust1 02/02/2022 27/08/2022 Red
2 Shop1 Cust1 15/06/2021 04/02/2022 Red
3 Shop1 Cust1 30/09/2022 29/04/2023 Blue
4 Shop1 Cust1 07/05/2021 18/12/2021 Yellow
5 Shop1 Cust2 30/05/2021 23/05/2022 Red
6 Shop2 Cust2 08/02/2022 13/01/2023 Yellow
7 Shop1 Cust2 03/09/2022 13/04/2023 Blue
8 Shop1 Cust3 24/04/2021 11/07/2021 Yellow
9 Shop1 Cust3 23/02/2022 21/01/2023 Yellow
10 Shop1 Cust3 03/06/2022 24/11/2022 Blue
11 Shop1 Cust3 04/09/2021 28/08/2022 Red
12 Shop1 Cust3 05/09/2021 28/08/2022 Red
The desired output of the calculated table is as follows:
Order ID
2
11
12
As explained, I need to retrieve all the order IDs for the red product purchased by the same customer who has also purchased a yellow product at the same shop as the red product and where the max expiry date of the yellow product is after the order date of the red product.
My table has the following Red products and here is the explanation why they should/shouldn't be included:
Order ID 1 - Don't flag this as max expiry date of Yellow product (order #4 - 18/12/21) is before the order date of Red product (order #1 - 02/02/22)
Order ID 2 - Flag this as max expiry date of the Yellow product (order #4 - 18/12/21) is after the order date of Red product (order #2 - 15/06/21)
Order ID 5 - Don't flag it as the Yellow product (order #6) was sold in a different Shop as Red product (there is no max expiry date of Yellow product in the same shop as the Red product order #5)
Order ID 11 - Flag this as the max expiry date of Yellow product (order #9) is after the order date of Red product (order #11)
Order ID 12 - Flag this as the max expiry date of Yellow product (order #9) is after the order date of Red product (order #12)
Hope the above example is clear.
Your advice how to achieve this will be greatly appreciated.

Answer 1

One of possible solution:
Table =
var redproducts = CALCULATETABLE(Orders, Orders[Product] ="Red")
var yellowproducts = SELECTCOLUMNS(CALCULATETABLE(Orders, Orders[Product] = "Yellow"), "YellowCust", [Customer], "YellowStore", [Office], "YellowExpiration", [Expiry Date])
return GENERATE(redproducts, FILTER(yellowproducts, [Customer] = [YellowCust] && [Office] = [YellowStore] && [Order Date] < [YellowExpiration]))
of course, you can select only ID at the end;

Answer 2

Alternative:
=
FILTER(
ADDCOLUMNS(
'Table',
"Yellow Count",
VAR Office = 'Table'[Office]
VAR Customer = 'Table'[Customer]
RETURN
CALCULATE(
MAX( 'Table'[Expiry Date] ),
FILTER(
'Table',
'Table'[Office] = Office
&& 'Table'[Customer] = Customer
&& 'Table'[Product] = "Yellow"
)
)
),
'Table'[Product] = "Red"
&& [Yellow Count] > 'Table'[Order Date]
)