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bml123
Post Patron
Post Patron

Check if client id exists in current year and doesn't exist in previous year

Hi,

 

I have a requirement to find if the client exists in current year but doesn't exist in previous year.

How do I achieve this?

1 ACCEPTED SOLUTION
v-zhangti
Community Support
Community Support

Hi, @bml123 

 

I simply simulated some data that would solve your problem in 2 ways.

vzhangti_0-1655879414275.png

20 and 30 are client ids that exist in this year and did not exist in the previous year.

 

Method 1:

Measure:

Measure = 
Var N1=CALCULATE(COUNT('Table'[client id]),
        FILTER(ALL('Table'),[client id]=SELECTEDVALUE('Table'[client id])&&YEAR([Date])=YEAR(TODAY())))
Var N2=CALCULATE(COUNT('Table'[client id]),
        FILTER(ALL('Table'),[client id]=SELECTEDVALUE('Table'[client id])&&YEAR([Date])=YEAR(TODAY())-1))
return
IF(N1>0&&N2=BLANK(),1,0)

vzhangti_1-1655879561893.png

 

Method 2:

Table:

Table 2 = 
Var table1=Filter(SUMMARIZE('Table','Table'[client id],'Table'[Date]),YEAR([Date])=YEAR(Today()))
Var table2=Filter(SUMMARIZE('Table','Table'[client id],'Table'[Date]),YEAR([Date])=YEAR(Today())-1)
return
Except(SUMMARIZE(table1,'Table'[client id]),SUMMARIZE(table2,'Table'[client id]))

vzhangti_2-1655879641194.png

Is there a way to output the results you expect?

 

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.

View solution in original post

3 REPLIES 3
v-zhangti
Community Support
Community Support

Hi, @bml123 

 

I simply simulated some data that would solve your problem in 2 ways.

vzhangti_0-1655879414275.png

20 and 30 are client ids that exist in this year and did not exist in the previous year.

 

Method 1:

Measure:

Measure = 
Var N1=CALCULATE(COUNT('Table'[client id]),
        FILTER(ALL('Table'),[client id]=SELECTEDVALUE('Table'[client id])&&YEAR([Date])=YEAR(TODAY())))
Var N2=CALCULATE(COUNT('Table'[client id]),
        FILTER(ALL('Table'),[client id]=SELECTEDVALUE('Table'[client id])&&YEAR([Date])=YEAR(TODAY())-1))
return
IF(N1>0&&N2=BLANK(),1,0)

vzhangti_1-1655879561893.png

 

Method 2:

Table:

Table 2 = 
Var table1=Filter(SUMMARIZE('Table','Table'[client id],'Table'[Date]),YEAR([Date])=YEAR(Today()))
Var table2=Filter(SUMMARIZE('Table','Table'[client id],'Table'[Date]),YEAR([Date])=YEAR(Today())-1)
return
Except(SUMMARIZE(table1,'Table'[client id]),SUMMARIZE(table2,'Table'[client id]))

vzhangti_2-1655879641194.png

Is there a way to output the results you expect?

 

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.

Hi @v-zhangti 

 

Thanks for this. How do I achieve the same for any year selected rather than current year?

lbendlin
Super User
Super User

Read about the EXCEPT()  DAX function.

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