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Frequent Visitor

dax calculated column with previous manager

Hi, friends,

Here is example of my table in power BI:

 user period manager historical manager actual previous manager user1 01.01.2023 manager 1 manager 2 manager 1 user1 01.02.2023 manager 1 manager 2 manager 1 user1 01.03.2023 manager 1 manager 2 manager 1 user1 01.04.2023 manager 2 manager 2 manager 1 user1 01.05.2023 manager 2 manager 2 manager 1 user1 01.06.2023 manager 2 manager 2 manager 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
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])))
3 REPLIES 3
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])))
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.

Community Support

Best regards,
Community Support Team_Binbin Yu

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