Forum Discussion

muom's avatar
muom
Frequent Visitor
1 year ago
Solved

Power BI - 2 Part Matching Values / Definition

I'm struggling to know exactly what to ask for this question. I have a data set with unique enrollment identifiers, showing employment status someone's entry and exit in our program as well as occasi...
  • Nasif_Azam's avatar
    1 year ago

    Hey muom ,

    You're on the right track with your goal: comparing employment status at Program Entry versus Program Exit for each Unique Enrollment Number. Here's a step-by-step breakdown of how to build this in Power BI using DAX.

    Objectives

    Final Visual: A visual showing change in employment status from entry to exit:

    • No → Yes (got employed)

    • Yes → No (lost job)

    • Yes → Yes (remained employed)

    • No → No (remained unemployed)

    1. Create a Summary Table (DAX Calculated Table)

    EmploymentStatusChanges =
    SELECTCOLUMNS (
        FILTER (
            ADDCOLUMNS (
                VALUES('Table'[Unique Enrollment Number]),
                "EntryStatus", CALCULATE (
                    MAX('Table'[Is the client currently employed?_1384]),
                    'Table'[At what point is this data being collected?_9227] = "Program Entry"
                ),
                "ExitStatus", CALCULATE (
                    MAX('Table'[Is the client currently employed?_1384]),
                    'Table'[At what point is this data being collected?_9227] = "Program Exit"
                )
            ),
            NOT ISBLANK([EntryStatus]) && NOT ISBLANK([ExitStatus])
        ),
        "EnrollmentID", 'Table'[Unique Enrollment Number],
        "EntryStatus", [EntryStatus],
        "ExitStatus", [ExitStatus]
    )

    2. Add a New Column: Status Change

    To compare Entry vs Exit and label the change:

    StatusChange = 
    SWITCH(
        TRUE(),
        [EntryStatus] = "No" && [ExitStatus] = "Yes", "No → Yes (Gained Employment)",
        [EntryStatus] = "Yes" && [ExitStatus] = "No", "Yes → No (Lost Employment)",
        [EntryStatus] = "Yes" && [ExitStatus] = "Yes", "Yes → Yes (Still Employed)",
        [EntryStatus] = "No" && [ExitStatus] = "No", "No → No (Still Unemployed)",
        "Unknown"
    )

     

    If you found this solution helpful, please consider accepting it and giving it a kudos (Like) it’s greatly appreciated and helps others find the solution more easily.


    Best Regards,
    Nasif Azam