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Twizxup
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Calculating Changes in Cumulative/Appended Report

Hi All,

 

I receive a report every week that consists of our company's current cost centers and, each week, I append it to the previous week's report. My ultimate goal is to only return a list of changes that have taken place (then/now). Below is a sample dataset of the appended reports (my source data).

Report DateCost Center CodeCost Center NameCost Center DivisionCost Center DepartmentCost Center Owner
1/1/2025123Financial Planning1FinanceFinancial PlanningJanet
1/1/2025234Compliance1Human ResourcesComplianceEd
1/1/2025345Customer Sales Analysis1SalesCustomer Sales AnalysisMadison
1/1/2025456Data Analytics1Chief Operating OfficeData AnalyticsMitch
1/1/2025567Corporate Finance1FinanceCorporate FinanceChris
1/8/2025123Financial Planning1FinanceFinancial PlanningJanet
1/8/2025234Compliance1Human ResourcesComplianceEd
1/8/2025345Customer Sales Analysis2SalesCustomer Sales AnalysisMadison
1/8/2025456Data Analytics1Chief Operating OfficeData AnalyticsLuka
1/15/2025123Financial Planning1FinanceFinancial PlanningJanet
1/15/2025234Compliance1Human ResourcesComplianceEd
1/15/2025345Customer Sales Analysis2SalesCustomer Sales AnalysisMadison
1/15/2025456Data Analytics1Chief Operating OfficeData AnalyticsLuka
1/15/2025678Taxes1FinanceTaxesAdam

 

Using this data, I'd like to return a table that captures only the week-to-week changes, including cost centers that have been added or removed. An example of the desired output is below.. please note that the green font represents the values that changed, and the "Explanation" field with orange font is just a helper field to explain what changed (although I also want to create this calculated field, which I believe should be pretty easy).

Cost Center CodeThen/NowReport DateCost Center NameCost Center DivisionCost Center DepartmentCost Center OwnerExplanation
345Then1/1/2025Customer Sales Analysis1SalesCustomer Sales AnalysisMadisonCost Center Name Change
345Now1/8/2025Customer Sales Analysis2SalesCustomer Sales AnalysisMadisonCost Center Name Change
456Then1/1/2025Data Analytics1Chief Operating OfficeData AnalyticsMitchCost Center Owner Change
456Now1/8/2025Data Analytics1Chief Operating OfficeData AnalyticsLukaCost Center Owner Change
567Then1/1/2025Corporate Finance1FinanceCorporate FinanceChrisCost Center Removed
567Now1/8/2025    Cost Center Removed
678Then1/8/2025    Cost Center Added
678Now1/15/2025Taxes1FinanceTaxesAdamCost Center Added

 

Any help would be hugely appreciated! Thank you in advance!

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