Excluding Departments Not Present in Last Month's Data in Power BI

[Sonu88]

Hi Expert,

 I'm interested in comparing the resource count between any two given months say April and May for those departments that were existed in the previous month as well. For instance, in the given table, Department 2 did not exist in the previous month, so it should be excluded from the calculation of resource count.

I need assistance to dynamically remove/filter out those departments which were not exist in previous month from my table either by power query or via DAX.

Input Data

Resource	Deaprtment	Assignment Date
Resource 1	Deaprtment 1	4/1/2024
Resource 2	Deaprtment 1	4/1/2024
Resource 3	Deaprtment 1	5/1/2024
Resource 4	Deaprtment 2	5/1/2024
Resource 5	Deaprtment 2	5/1/2024

Required Table

Resource	Deaprtment	Assignment Date
Resource 1	Deaprtment 1	4/1/2024
Resource 2	Deaprtment 1	4/1/2024
Resource 3	Deaprtment 1	5/1/2024

[v-yiruan-msft · Accepted solution]

@lbendlin @Ashish_Mathur  Thanks for your contribution on this thread.

Hi @Sonu88 ,

You can follow the steps below to get it, please find the details in the attachment.

1. Create a measure as below

Flag = 
VAR _department =
    SELECTEDVALUE ( 'Table'[Deaprtment] )
VAR _departs =
    CALCULATETABLE (
        VALUES ( 'Table'[Deaprtment] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            MONTH ( 'Table'[Assignment Date] )
                = MONTH ( TODAY () ) - 1
        )
    )
RETURN
    IF ( _department IN _departs, 1, 0 )

2. Create a table visual and apply a visual-level filter on it with the condition (Flag is 1)

Best Regards

[v-yiruan-msft · Accepted solution]

@lbendlin @Ashish_Mathur  Thanks for your contribution on this thread.

Hi @Sonu88 ,

You can follow the steps below to get it, please find the details in the attachment.

1. Create a measure as below

Flag = 
VAR _department =
    SELECTEDVALUE ( 'Table'[Deaprtment] )
VAR _departs =
    CALCULATETABLE (
        VALUES ( 'Table'[Deaprtment] ),
        FILTER (
            ALLSELECTED ( 'Table' ),
            MONTH ( 'Table'[Assignment Date] )
                = MONTH ( TODAY () ) - 1
        )
    )
RETURN
    IF ( _department IN _departs, 1, 0 )

2. Create a table visual and apply a visual-level filter on it with the condition (Flag is 1)

Best Regards

[Ashish_Mathur]

Hi,

Quite confused about what you want.  In the text, you mention that you want a count but yo have shown the expected result as a Table.  Show the expected result very clearly.  Share data in a format that can be pasted in an Excel file.

[Sonu88]

Hello Ashish 

Many apologizes,  please consider the 'Required Table' table as a desired result. Once i am able to generate the final table which excludes those departments, then I can create required measures. I hope it clean now.

[Ashish_Mathur]

If you want to compare 2 months, then atleast share data for 2 months in the sample dataset.  Your sample data has just 1 month.

[Sonu88]

Hi Ashish 

The input table has already May month data under Assignment Date column.

[Ashish_Mathur · Accepted solution]

Hi,

PBI file attached.

Hope this helps.

[lbendlin]

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