Help with Report

Hi, Anonymous 

Please try the following steps:

1. Create a calculation table

Quarter = SUMMARIZE('Table',[Quarter])

And to create a slicer with the summarized quarter field.

2. Create a calculated column

YQ_index = YEAR('Table'[Date])*10+QUARTER('Table'[Date])

3. Create a measure

NEW/OLD/OUT = 

VAR _CURRENT_T=FILTER(ALL('Table'),'Table'[Quarter]=SELECTEDVALUE('Quarter'[Quarter]))
VAR _CURRENT_YQ=MAXX(_CURRENT_T,[YQ_index])

VAR _CURRENT_Q_List=SUMMARIZE(_CURRENT_T,[Account])

VAR _PRE_YQ=MAXX(FILTER(ALL('Table'),'Table'[YQ_index]<_CURRENT_YQ),[YQ_index])
VAR _PRE_Q_List=SUMMARIZE(FILTER(ALL('Table'),'Table'[YQ_index]=_PRE_YQ),[Account])

VAR _CURRENT_Account=MAX('Table'[Account])
VAR _IF=
        SWITCH(
            TRUE(),
            _CURRENT_Account IN _CURRENT_Q_List && _CURRENT_Account IN _PRE_Q_List,"OLD",
            _CURRENT_Account IN _CURRENT_Q_List && NOT(_CURRENT_Account IN _PRE_Q_List),"NEW",
            NOT(_CURRENT_Account IN _CURRENT_Q_List) && _CURRENT_Account IN _PRE_Q_List,"OUT")
return _IF

Result:

Please refer to the attachment below for details. Hope this helps.

Best Regards,
Community Support Team _ Zeon Zheng

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.