Employee Status Comparison

[AnaAlbano]

Hi Commnity,

I have a dataset which contains a row for each employee each month and the status of the employee can change. How could I compare if the status has changed from the current month versus the previous one?

Thank you so much!

Employee ID	Status	Report_date
61957	Active	1/1/2023
61957	Active	2/1/2023
61957	Active	3/1/2023
61957	Active	4/1/2023
61957	On Leave	5/1/2023

[AnaAlbano]

Thank you @v-tangjie-msft! I tried that and it partially worked, my problem is to aggregate to show by BU, for exemple. Do you think it could be possible to have as a flag column in the table instead of a measure? 

[v-tangjie-msft]

Hi @AnaAlbano ,

You can create a flag column.

Flag Column = 

var _a=CALCULATE(MAX('Table'[Status]),FILTER('Table','Table'[Employee ID]=MAX('Table'[Employee ID]) && YEAR('Table'[Report_date])=YEAR(EOMONTH(EARLIER('Table'[Report_date]),-1)) && MONTH('Table'[Report_date])=MONTH(EOMONTH(EARLIER('Table'[Report_date]),-1))))
return IF(ISBLANK(_a),BLANK(),IF(_a='Table'[Status],"No change","Change"))

Best Regards,

Neeko Tang

[AnaAlbano]

Thank you @v-tangjie-msft for your hard working to help me! It did work as a column. However, the issue is that the objective is to represent the change from a month to another and in this formula, when the status changes, the flag keeps informing "change". For instance, in June/21, we want to show all status changes from May/21 and not carry the changes that happened in other months.

I tried to upload pbix, but it I cannot see this option. This is my real tabel with fake MyAccess ID:

Formula:

Flag Column =

VAR _a=CALCULATE(MAX(Dashboard_HHC[Employee status]),FILTER('Dashboard_HHC',Dashboard_HHC[MyAccess ID]=MAX(Dashboard_HHC[MyAccess ID]) && YEAR(Dashboard_HHC[Report Date_Format])=YEAR(EOMONTH(EARLIER(Dashboard_HHC[Report Date_Format]),-1)) && MONTH(Dashboard_HHC[Report Date_Format])=MONTH(EOMONTH(EARLIER(Dashboard_HHC[Report Date_Format]),-1))))

RETURN IF(ISBLANK(_a),BLANK(),IF(_a=Dashboard_HHC[Employee status],"No change","Change"))

Report Date_Format	MyAccess ID	Employee status	Flag Column
1/9/2021	xx123	On Leave	Change
31/08/2021	xx123	On Leave	Change
1/8/2021	xx123	On Leave	Change
31/07/2021	xx123	On Leave	Change
1/7/2021	xx123	On Leave	Change
30/06/2021	xx123	On Leave	Change
1/6/2021	xx123	On Leave	Change
31/05/2021	xx123	On Leave	Change
1/5/2021	xx123	Active	No change
30/04/2021	xx123	Active	No change
1/4/2021	xx123	Active	No change
31/03/2021	xx123	Active	No change
1/3/2021	xx123	Active	No change
28/02/2021	xx123	Active	No change
1/2/2021	xx123	Active	No change
31/01/2021	xx123	Active	No change
1/1/2021	xx123	Active	No change
31/12/2020	xx123	Active	No change
1/12/2020	xx123	Active	No change
30/11/2020	xx123	Active	No change
1/11/2020	xx123	Active	No change
31/10/2020	xx123	Active	No change
1/10/2020	xx123	Active	No change
30/09/2020	xx123	Active	No change
1/9/2020	xx123	Active	No change
31/08/2020	xx123	Active	No change
1/8/2020	xx123	Active	No change
31/07/2020	xx123	Active	No change
1/7/2020	xx123	Active	No change
30/06/2020	xx123	Active	No change
1/6/2020	xx123	Active	No change
31/05/2020	xx123	On Leave	Change
1/5/2020	xx123	On Leave	Change
30/04/2020	xx123	On Leave	Change
1/4/2020	xx123	On Leave	Change
31/03/2020	xx123	On Leave	Change
1/3/2020	xx123	On Leave	Change
29/02/2020	xx123	On Leave	Change
1/2/2020	xx123	On Leave	Change

Really appreatite your time on it 🙂

Thank you,

Ana 

[v-tangjie-msft · Accepted solution]

Hi @AnaAlbano ,

According to your description, here are my steps you can follow as a solution.

(1) My test data is the same as yours.

(2) We can create a measure. 

Measure = 
var _a=CALCULATE(MAX('Table'[Status]),FILTER(ALLSELECTED('Table'),'Table'[Employee ID]=MAX('Table'[Employee ID]) && YEAR(MAX('Table'[Report_date]))=YEAR(EOMONTH('Table'[Report_date],1)) && MONTH(MAX('Table'[Report_date]))=MONTH(EOMONTH('Table'[Report_date],1))))
return IF(ISBLANK(_a),BLANK(),IF(_a=MAX('Table'[Status]),"No change","Change"))

(3) Then the result is as follows.

If the above one can't help you get the desired result, 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. 

[audreygerred]

You could assign a numerical value to each status then compare the numerical values month to month.

For example, if you do Active as 0 and On Leave as 1, then when you do a MoM if the status is the same the difference will be 0 which will indicate no change. If the difference is > or < 0 it would indicate a change.