Identify rows where plan changed by ID and sameperiodlastyear

Hi Marvhall ,

Based on my testing, please try the following methods:

1.Create the new column to filter the changed plan.

SamePeriodLastYear = 
       CALCULATE(
           MAX('Table A'[Plan]),
           FILTER(
               'Table A',
               ('Table A'[ID] = EARLIER('Table A'[ID]) &&
               YEAR('Table A'[Date]) = YEAR(EARLIER('Table A'[Date])) - 1 &&
               MONTH('Table A'[Date]) = MONTH(EARLIER('Table A'[Date])) && EARLIER('Table A'[Plan]) = "A")
           )
       )

2.Create the new column to filter the rows.

Plan changed = 
var _sameperiod = VALUES('Table A'[SamePeriodLastYear])
var _date = SELECTEDVALUE('Table'[Date])
RETURN
IF(
    ('Table A'[Plan] = "A" && 'Table A'[Date] = DATE(2024, 7 ,1)) || ('Table A'[Plan] IN _sameperiod && 'Table A'[Date] = DATE(2023,7,1)),
    1,
    0
)

3.Create new table.

Table B = FILTER('Table A', 'Table A'[Plan changed] = 1)

4.Table B is shown below.

Best Regards,

Wisdom Wu

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