Comparison of monthly reports

[Aj72]

I have a monthly report run from Oracle HCM. I want to compare one month's data to another, but not to duplicate each time.

In effect - month 2 compared to month 1; mth 3 - mth 2; mth 4 - mth 3 etc.

The tables I have so far...

The BASE DATA > ROLE NAME is what I'm primarily looking at - to see what Oracle HR User Roles each individual have. This could be from 1 to maybe 20 roles per person - and I need to extract and highlight those people who have changed one or more of their roles  from the previous month. I've hit a dead-end and can't see a way passed - relatively new to PBi

[Aj72]

Thank you Neeko!

1. In any way possible - but preferably a table of just those that have changed from one month to the next.

2. As it's an audit tracker of user's roles, I need to know who, what, when a role has changed. There's 15 columns and over 20,000 rows in each monthly report.

3. Yes. All users will by default have EMPLOYEE, they could have any number of other roles specific to their job.

I'm unable to share any of the data due to Org's security.

User Name	Person Number	Full Name	Assignment Status Type	Job Name	Role Name	Role Added Date	Role End Date	Group
A@work.com	000001	Smith, Alan	Active	Employee	Org Employee	01/01/2020		South West
A@work.com	000001	Smith, Alan	Inactive	HR Systems	Org HR Sys	03/03/2019	02/02/2021	South West
A@work.com	000001	Smith, Alan	Active	HOBC	Org HOBC	04/04/2020		South West
Z@work.com	000002	Jones, Bob	Inactive	HRAM	Org HRAM	01/05/2019	10/12/2021	North East
Z@work.com	000002	Jones, Bob	Active	ABM	Org ABM	01/05/2019		North East
Z@work.com	000002	Jones, Bob	Active	Employee	Org Employee	01/05/2019		North East

If the above was month 1, and month 2 showed any details in any of the last 6 columns as being different, then it would pull the complete row into a new table say "Monthly Changes".

I hope this makes sense!

[v-tangjie-msft]

Hi @Aj72 ,

I have several questions about your description:
1. In what format would you like to highlight the comparison results?
2. If a user has multiple roles in a month, is it different to compare all the roles of this month to the next?
3. Is it possible for a user to have different roles at the same time period?

Please provide some sample data in your tables (exclude sensitive data) with Text format and your expected result with backend logic and special examples. It is better if you can share a simplified pbix file. Thank you.

Best Regards,

Neeko Tang

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.