Determine user progress in historical dataset

Hi lbendlin ,Thanks for your quick reply, I will add more.

Hi Chris2016 ,

I used the following dax expression to create a calculated column, please refer to the attachment to see if it meets your needs.

Column1 =
VAR _SalesPerson = [Sales Person]
VAR _SalesCategory = [Sales Category]
VAR _ClassDate =
    MAXX (
        FILTER (
            'Monthly Captures',
            [Sales Person] = _SalesPerson
                && [Sales Category] = _SalesCategory
        ),
        [Column 2]
    )
VAR _maxDateBeforeClassDate =
    MAXX (
        FILTER (
            'Monthly Captures',
            [Sales Person] = _SalesPerson
                && [Sales Category] = _SalesCategory
                && [Latest Sales Date] < _ClassDate
        ),
        [Latest Sales Date]
    )
VAR _ItemSoldBeforeClass =
    MAXX (
        FILTER (
            'Monthly Captures',
            [Sales Person] = _SalesPerson
                && [Sales Category] = _SalesCategory
                && [Latest Sales Date] = _maxDateBeforeClassDate
        ),
        [# of Items sold]
    )
VAR _minMonthlyCaptureAfterClassDate =
    MINX (
        FILTER (
            'Monthly Captures',
            [Sales Person] = _SalesPerson
                && [Sales Category] = _SalesCategory
                && [Latest Sales Date] > _ClassDate
        ),
        [Monthly capture]
    )
VAR _minMonthlyCaptureWhichBiggerBeforeClass =
    MINX (
        FILTER (
            'Monthly Captures',
            [Sales Person] = _SalesPerson
                && [Sales Category] = _SalesCategory
                && [# of Items sold] > _ItemSoldBeforeClass
        ),
        [Monthly capture]
    )
VAR _result =
    SWITCH (
        TRUE (),
        [ClassPresence] = "NO", "Not attending classes",
        [Latest Sales Date] < DATEVALUE ( [ClassDate] ), "Not attending classes",
        ISBLANK ( _maxDateBeforeClassDate )
            && [Monthly capture] = _minMonthlyCaptureAfterClassDate, "Closed the first sale(s) after classes",
        ISBLANK ( _maxDateBeforeClassDate )
            && [Monthly capture] <> _minMonthlyCaptureAfterClassDate, "Increased sales after classes",
        IF (
            ISBLANK ( _minMonthlyCaptureWhichBiggerBeforeClass ),
            "No change after classes",
            SWITCH (
                TRUE (),
                [Monthly capture] < _minMonthlyCaptureWhichBiggerBeforeClass, "No change after classes",
                [Monthly capture] = _minMonthlyCaptureWhichBiggerBeforeClass, "Closed the first sale(s) after classes",
                "Increased sales after classes"
            )
        )
    )
RETURN
    _result

Best Regards,
Wenbin Zhou
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