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romovaro's avatar
romovaro
Icon for Responsive Resident rankResponsive Resident
3 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"

    )

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

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

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

        HI jgeddes,

         

        if I use the formula:

        Inital GLD Changed = IF(RPT10[GLD] = [Earliest GLD], "No Change", "Changed")
         
        It shows correctly if changed or not (But I would like to keep the changed and Changed +3 filter) . I created a new column shwoing Months diff
         
        Months_between = DATEDIFF([Earliest GLD],RPT10[GLD],MONTH) to get the diff and then create the filter based in numbers but it's showing wrong calculation...