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romovaro's avatar
romovaro
Icon for Responsive Resident rankResponsive Resident
4 years ago
Solved

Comparing Dates (Slippage) vs current Go Live Date Month

HI all,   I have the table below showing CUID Number (=project number), GLD (Go Live Date) and the GLD that had this project in prev months. What I am trying to achieve is to track the changes ...
Need Help
  • jgeddes's avatar
    jgeddes
    3 years ago

    Thanks for attaching the report.

    Change the period column to type text then this measure works

    Previous Period Changed? =
    var _currentPeriod =
    SELECTEDVALUE(RPT10[Period])
    var _currentGLD =
    FORMAT(SELECTEDVALUE(RPT10[GLD]), "YYYY-MM")
    var _prevPeriod =
    FORMAT(EOMONTH(_currentPeriod,-1), "YYYY-MM")
    var _prevGLD =
    FORMAT(LOOKUPVALUE(RPT10[GLD],RPT10[Period Column],_prevPeriod, RPT10[CUID], SELECTEDVALUE(RPT10[CUID])), "YYYY-MM")
    Return
    IF(
        // test for beginning for date list
        ISBLANK(_prevPeriod) || _prevPeriod = "",
        "No Change",
        IF(
            _currentGLD = _prevGLD,
            "No Change",
            "CHANGED"
        )
    )
  • jgeddes's avatar
    jgeddes
    3 years ago

    CALCULATE(
    MIN(RPT10[GLD]),
    ALLEXCEPT(RPT10, RPT[CUID])
    )

    should pull the earliest date for each CUID

  • jgeddes's avatar
    jgeddes
    3 years ago

    You should be able to change the Initial GLD Changed measure to

    Inital GLD Changed = 
    SWITCH(
    TRUE(),
    RPT10[GLD] = [Earliest GLD], "No Change",
    DATEDIFF([Earliest GLD], RPT10[GLD], MONTH) >=3, "Changed +3",
    DATEDIFF([Earliest GLD], RPT10[GLD], MONTH) <3, "Changed"

    )

romovaro's avatar
romovaro
Icon for Responsive Resident rankResponsive Resident
4 years ago

Thanks jgeddes,

 

Thanks for your answer. That looks good. I see that you combined all dates column in one column called period.

The thing is that every month I will get the excel file like the one below:

One column with dates for every month. 

 

 

Tried different ways to Merge/Group to move all dates in one column based on CUID and create your "period column" but it seems I am unable to do it.

jgeddes's avatar
jgeddes
Icon for Super User rankSuper User
3 years ago

In the format you have you will need to unpivot the columns in Power Query and then you will be able to add the Period column. The period column I created was just done with DAX. FORMAT(gldTable[Period[, "YYYY-MM")

  • romovaro's avatar
    romovaro
    Icon for Responsive Resident rankResponsive Resident
    3 years ago

    Thanks for the Help. I unpivoted the columns in Power Query I created the columns like your screenshot.

     

     

    but is not working. 

    It says something about Dax comparison operations do not support comparing values of type Date with Text values but I updated all the fileds involved to Date format.

     

    Attached a report in case it helps.

    • jgeddes's avatar
      jgeddes
      Icon for Super User rankSuper User
      3 years ago

      Thanks for attaching the report.

      Change the period column to type text then this measure works

      Previous Period Changed? =
      var _currentPeriod =
      SELECTEDVALUE(RPT10[Period])
      var _currentGLD =
      FORMAT(SELECTEDVALUE(RPT10[GLD]), "YYYY-MM")
      var _prevPeriod =
      FORMAT(EOMONTH(_currentPeriod,-1), "YYYY-MM")
      var _prevGLD =
      FORMAT(LOOKUPVALUE(RPT10[GLD],RPT10[Period Column],_prevPeriod, RPT10[CUID], SELECTEDVALUE(RPT10[CUID])), "YYYY-MM")
      Return
      IF(
          // test for beginning for date list
          ISBLANK(_prevPeriod) || _prevPeriod = "",
          "No Change",
          IF(
              _currentGLD = _prevGLD,
              "No Change",
              "CHANGED"
          )
      )
      • romovaro's avatar
        romovaro
        Icon for Responsive Resident rankResponsive Resident
        3 years ago

        HI jgeddes,

         

        One last thing. I have been asked if I can highlight the Changes +3months. Meaning that The change from the previous month has been equal to or greater than 3 months. It's possible?

         

        And one question about the measure. I am trying to use the measure also as a filter to show only the ones that "Changed". But it seems filter is not showing all of the changes when I select more than one month...any idea why?

         

        Filter applied: (as Example, June shows 33.461$.

         

         

         

        But when I select only One month (example June) , then it shows all of them.

         

         

        Thanks

  • romovaro's avatar
    romovaro
    Icon for Responsive Resident rankResponsive Resident
    3 years ago

    hi @jgeddes,

     

    Quick question regarding this report

     

    As discussed previously, my data source is the Excel below.

    Report is monthly and "Actual GOLIVE" column always uses the most updated go Live Date in the file. (see example below). That means that I cannot use the "Actual Go live Data columns" as the "Original Go Live Date"

     

    Is it possible to create a measure that takes the earliest date (that we can use as the Original Go Live Date) and compare with the changes?

     

    Tried

    Earliest GLD = MIN(RPT10[GLD]) but it's showing the same data as the month date.

    For example first Row (CUID 380305KR01) 

    Original Go Live Date should be: Jun-2022

    Same date for CUID 380305MX01

     

    thanks

     

    jgeddes 

    • jgeddes's avatar
      jgeddes
      Icon for Super User rankSuper User
      3 years ago

      CALCULATE(
      MIN(RPT10[GLD]),
      ALLEXCEPT(RPT10, RPT[CUID])
      )

      should pull the earliest date for each CUID

      • romovaro's avatar
        romovaro
        Icon for Responsive Resident rankResponsive Resident
        3 years ago

        Thanks

         

        Always a "Life saver". it works. Thanks.

        I was tring to update your formula to compare the Earliest GLD and the "Actual Go Live" date 

        but it seems, is not really showing the right results.

         

         

         

        The idea, as previous comments, is to show:

        - No Change

        - Changed

        - Changed + 3