Display only items not already existing on report

[Soulbroda]

I am working on a new report at work. This report has to do with security purchase transactions. I need this report to only show securities bought for the first time when it is being pulled. To make this clearer, picture a scenario where I bought AMC, APE, and Gamestop securities in September. In October I bought extra units of AMC and I also bought FCEL. When I am pulling my reports for October, I want to see only FCEL as it's my first time buying it and not AMC which I already bought for the first time in September. In summary, only first-time buys are what I want.

[Soulbroda]

I tried this and when I tried adding the countrows field to the report, I was getting an error saying "DAX comparison operations do not support comparing values of type integer with values of type Text. Consider using the VALUE or FORMAT function to convert one of the values".

Another thing that might be good to know is that I have the name of my securities are coming from another table different from where the date column is coming from.

[v-xiaotang · Accepted solution]

Hi @Soulbroda 

Thanks for reaching out to us.

you can try this 

(1) create the measures,

countrows = CALCULATE(COUNTROWS('Table'),FILTER(ALL('Table'),MONTH('Table'[date])<=SELECTEDVALUE('calendar'[month]) && 'Table'[name]=MIN('Table'[name])))

filter = IF(MONTH(MIN('Table'[date]))= SELECTEDVALUE('calendar'[month]) && [countrows]=1,1,0)

(2) put filter measure into visual-level filter and set it to 1 

Best Regards,

Community Support Team _Tang

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