Calculated column to create the account status in case of multiple accounts

[Anonymous]

Hi, I have the below fields in my credit cards table. 

Customer ID

Card Open Date

Account Status

I need to create a new column Account Status Updated when a customer has more than one cards with Active status. If that happens then I need to check the maximum Card Open date and update only that has Active. Remaining I need to update as Closed.

In the below example, customer AE0001 has two cards with Active status. One card open date is 01-Jan-20 and another with 01-Feb-21. I need to make the 01-Feb-21 opened card as active since it is the latest date. Old cards need to be closed. 

The customer AE0002 also has two cards but it only one is Active. So it does not come to our case and so the same status is updated in Account Status Updated column too.

Please help.

Customer ID	Card Open Date	Account Status	Account Status Updated
AE0001	01-Jan-20	Active	Closed
AE0001	01-Feb-21	Active	Active
AE0002	01-Mar-20	Active	Active
AE0002	01-Mar-21	Closed	Closed
AE0003	01-Mar-20	Closed	Closed
AE0003	01-Mar-21	Active	Active
AE0004	01-Mar-21	Active	Active
AE0005	01-Mar-21	Closed	Closed

[v-zhangti · Accepted solution]

Hi, @Anonymous 

You can try the following methods.

Account Status Updated = 
IF (
    CALCULATE (
        COUNT ( 'Table'[Account Status] ),
        FILTER (
            'Table',
            [Customer ID] = EARLIER ( 'Table'[Customer ID] )
                && [Account Status] = "Active"
        )
    ) > 1,
    IF (
        [Card Open Date]
            = CALCULATE (
                MIN ( 'Table'[Card Open Date] ),
                FILTER ( 'Table', [Customer ID] = EARLIER ( 'Table'[Customer ID] ) )
            ),
        "Closed",
        [Account Status]
    ),
    [Account Status]
)

The output you expect is shown in the figure.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@Anonymous , Try a new column like

New Status =
var _cnt = count(filter(Table,[Customer ID] =earlier([Customer ID]) && [Card Open Date] > earlier([Card Open Date]) && [Status] ="Active"),[Cusstomer ID])
return
if(isblank(_cnt), [Status], "Closed")