Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Don't miss out! 2025 Microsoft Fabric Community Conference, March 31 - April 2, Las Vegas, Nevada. Use code MSCUST for a $150 discount. Prices go up February 11th. Register now.

Reply
BeginnerAnalyst
Frequent Visitor

dax calculated column with previous manager

Hi, friends,

Here is example of my table in power BI:

userperiodmanager historicalmanager actualprevious manager
user101.01.2023manager 1manager 2manager 1
user101.02.2023manager 1manager 2manager 1
user101.03.2023manager 1manager 2manager 1
user101.04.2023manager 2manager 2manager 1
user101.05.2023manager 2manager 2manager 1
user101.06.2023manager 2manager 2manager 1


green columns I already have in my table.

 

What need to do:
need to create calculated column called "previous manager".
The calculation logic for this column should be as follows: find for each user previous manager from the last date in report who was assigned to this client in the past and mark the data in the future by previous manager name.
Looks, that I need to use some window functions for this case, but can't find working solution.

I will be grateful to you for any help and advice.

1 ACCEPTED SOLUTION
BeginnerAnalyst
Frequent Visitor

created my own working solution) 

Previous manager =
CALCULATE(MAX('Revenue'[Manager actual]), FILTER('Revenue', 'Revenue'[user]=EARLIER('Revenue'[user]) && 'Revenue'[period] < EARLIER('Revenue'[period])))

View solution in original post

3 REPLIES 3
BeginnerAnalyst
Frequent Visitor

created my own working solution) 

Previous manager =
CALCULATE(MAX('Revenue'[Manager actual]), FILTER('Revenue', 'Revenue'[user]=EARLIER('Revenue'[user]) && 'Revenue'[period] < EARLIER('Revenue'[period])))
BeginnerAnalyst
Frequent Visitor

Hi) In the table there will be in future a column with revenue by each client (user column).

Users can be transferred from one manager to another in different periods.

The idea is to show report:
revenue by current manager (manager actual column) by 2 categories: 

-- revenue by users that came from current manager

-- revenue by users that came from other managers

All this is necessary for management of the company to see the overall result (revenue, MoM growth, QoQ) in the current period by the manager, as well as individual result of the manager and the result (revenue, growth) of the clients revenue transferred to him.

Anonymous
Not applicable

Hi @BeginnerAnalyst ,

I'm a little confused about your needs, Could you please explain them further? 

Thanks for your efforts & time in advance.

 

Best regards,
Community Support Team_Binbin Yu

Helpful resources

Announcements
Las Vegas 2025

Join us at the Microsoft Fabric Community Conference

March 31 - April 2, 2025, in Las Vegas, Nevada. Use code MSCUST for a $150 discount!

Jan25PBI_Carousel

Power BI Monthly Update - January 2025

Check out the January 2025 Power BI update to learn about new features in Reporting, Modeling, and Data Connectivity.

December 2024

A Year in Review - December 2024

Find out what content was popular in the Fabric community during 2024.