how to compare row values based on multiple criteria

[Anonymous]

Hi, 

I have a table which list employee's job title and job bands across years. I have sorted data by employee id and job year.  I need to find out how employees' job has changed over years. 

I have created a new column called job change, the DAX command below doesn't work. I am stuck with the value function here, I know for each job year and each employee id, there is only one line of data existing in DB, but I don't know how to extract JobCode2 value. 

job change =

VAR prevBand = MAXX(filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])-1),'merit 18-21'[band])

VAR CurrentBand = MAXX(filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])),'merit 18-21'[band])

VAR prevJob = value('merit 18-21'[JobCode2], filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])-1))

VAR currentJob=value('merit 18-21'[JobCode2], filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])))

RETURN

if(prevBand < CurrentBand, "Promotion",

if(prevJob<>CurrentJob,"Lateral Movement","no change"))

[Greg_Deckler]

@Anonymous - Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[Anonymous]

Hi Greg, 

I want to achieve is to compare employee's job code and band year by year, 

if the band has increased from previous year to current, that means the employee receives a promotion,

if the band has remained the same/decreased, and the job code remain the same, the employee goes through a laternal job movement, 

if band remained the same/decreased and job code remains the same, the employee's job has not changed. 

I know it's easy to the embedded if functoin in Excel, but given everything is automated in Power BI so far, i don't want to add a manual input formula here.

[Fowmy]

@Anonymous 

Your 2nd and 3rd conditions are the same I believe, can you check?

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[Anonymous]

My apologies for the typo in my statement. It is corrected below. However, that doesn't explain why the DAX formula fails, i have tested it, it looks the value() part has caused a syntax error. 

if the band has increased from previous year to current, that means the employee receives a promotion,

if the band has remained the same/decreased && the job code has changed from previous year, the employee goes through a laternal job movement, 

if band remained the same/decreased and job code remains the same, the employee's job has not changed. 

[Fowmy · Accepted solution]

@Anonymous 

Hi, Add the following DAX code as a new column in your table and correct the table and column names as necessary.

Job Change Status = 
VAR U = [User ID]
VAR Y = [Job Year]
VAR _TABLE = 
FILTER(
    ADDCOLUMNS(
        FILTER (
            GENERATE (
                'merit 18-21',
                SELECTCOLUMNS (
                    'merit 18-21',
                    "2YR", 'merit 18-21'[Job Year],
                    "2BAND", 'merit 18-21'[band],
                    "2JOB", 'merit 18-21'[JobCode2],
                    "2USER", 'merit 18-21'[User ID]
                )
            ),
            'merit 18-21'[User ID] = [2USER] && 'merit 18-21'[Job Year] = [2YR] + 1
        ),
        "Job Change",
            SWITCH(
                TRUE(),
                NOT('merit 18-21'[band] > [2band]) && 'merit 18-21'[JobCode2] = [2JOB], "NO CHANGE",
                'merit 18-21'[band] > [2band], "PROMOTION",
                NOT('merit 18-21'[band] > [2band]) && 'merit 18-21'[JobCode2] <> [2JOB], "LATERAL JOB MOVEMENT",
                "STATUS NOT IDENTIFIED"                
            )
    ),
    'merit 18-21'[User ID] = U && 'merit 18-21'[Job Year] = Y
) 
 RETURN
MAXX(_TABLE,[Job Change])

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[NMK015]

Tried replicating the same but getting below error

DAX comparison operations do not support comparing values of type Text with values of type Number. Consider using the VALUE or FORMAT function to convert one of the values.

[harshnathani]

HI @Anonymous ,

job change =
VAR prevBand = MAXX(filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])-1)),'merit 18-21'[band])
VAR CurrentBand = MAXX(filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])),'merit 18-21'[band])
VAR prevJob = CALCULATE(MAX('merit 18-21'[JobCode2]), filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])-1))
VAR currentJob=CALCULATE(MAX('merit 18-21'[JobCode2]), filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])))

RETURN
SWITCH(
TRUE(),

//prevBand < CurrentBand, "Promotion",
//prevJob <> CurrentJob,"Lateral Movement",
//"no change")

prevBand
//CurrentBand
//prevJob
//CurrentJob

Try troubleshooting removing the commented value one by one and see if you are getting the correct values.

Regards,
Harsh Nathani
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[Anonymous]

Thanks for coming back, Harsh. 

I made a bit update to remove syntax error (see below), the commands works with no error message, but the result is not correct. It doesn't work when there is no previous data (e.g., only 2018 data exist for user id 00001). 

I'm also wondering if MAX formula will work when it deals with a text column (here column JobCode2)?

job change =

VAR prevBand = MAXX(filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])-1),'merit 18-21'[band])

VAR CurrentBand = MAXX(filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])),'merit 18-21'[band])

VAR prevJob = CALCULATE(MAX('merit 18-21'[JobCode2]), filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])-1))

VAR currentJob=CALCULATE(MAX('merit 18-21'[JobCode2]), filter('merit 18-21', 'merit 18-21'[User ID] =EARLIER('merit 18-21'[User ID]) && 'merit 18-21'[Job Year] = EARLIER('merit 18-21'[Job Year])))

RETURN

SWITCH(

TRUE(),

prevBand < CurrentBand, "Promotion",

prevJob <> CurrentJob,"Lateral Movement",

"no change")

//prevBand

//CurrentBand

//prevJob

//CurrentJob)

[harshnathani]

Hi @Anonymous ,

Can you share some sample data in text format.

You can remove all sensitive information

Regards,

Harsh Nathani