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PowerBI87's avatar
PowerBI87
Frequent Visitor
6 years ago
Solved

Check if record exists

Hi All,

 

I was wondering if anyone had a solution for identifying new companies that have been added to my report?

 

For example, i would like a script to check the "Comapny" column to see if any exisitng record exists, then output either renewal or new in the furthest right column(new if no record exists) Then if a new opp comes into the table with the same company, change the output to renewal.

 

 

CompanyOppYearRenewal or New
XXY2017Renewal
XAB2018Renewal
XCD2019Renewal
YEF2019New

 

Any help would be greatl

 

Need Help
  • Anonymous's avatar
    Anonymous
    6 years ago

    Hi PowerBI87，

    If there is one field  that can identify new records (such as the date field in the below screen shot) in your table, it may be easier to obtain which companies are new or renewed. Just create a calculated column with the following formula:

    Renewal or New = 
VAR _countofC =
    CALCULATE (
        COUNT ( Company[Company] ),
        FILTER (
            ALL ( 'Company' ),
            'Company'[Company] = EARLIER ( 'Company'[Company] )
        )
    )
RETURN
    IF ( 'Company'[Date] = TODAY () && _countofC = 1, "New", "Renewal" )

    Best Regards

    Rena

     

     

     

2 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    6 years ago

    Hi PowerBI87，

    If there is one field  that can identify new records (such as the date field in the below screen shot) in your table, it may be easier to obtain which companies are new or renewed. Just create a calculated column with the following formula:

    Renewal or New = 
VAR _countofC =
    CALCULATE (
        COUNT ( Company[Company] ),
        FILTER (
            ALL ( 'Company' ),
            'Company'[Company] = EARLIER ( 'Company'[Company] )
        )
    )
RETURN
    IF ( 'Company'[Date] = TODAY () && _countofC = 1, "New", "Renewal" )

    Best Regards

    Rena

     

     

     

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion
    6 years ago

    Saving state is not a strong suit of Power BI. You could load the "company" table twice and turn off refresh for one of them. Then you could compare.