How to display new and inactive customer name vs month over month?

[Keat]

Hi there,

I am using PowerQuery to auto update a list of customer from a folder which the customer list in excel file will update once in a month.

I try several way manual way by copy the customer list in a month to compare another month. I wonder it there is any better way in PowerBI can get a visual to show the list of new/inactive customer based on my source.name?

For example:

In April, Intel is no longer customer at the same time we have Amazon onboard as new customer. Looking a way to compare new/inactive customer list once in a month via PowerBI get to know who are the new and inactive customer.

Source.Name	Company Name
CustomerList20220301.xlsx	Intel
CustomerList20220301.xlsx	Apple Inc
CustomerList20220403.xlsx	Apple Inc
CustomerList20220403.xlsx	Amazon
CustomerList20220505.xlsx	Apple Inc
CustomerList20220505.xlsx	Amazon
CustomerList20220602.xlsx	Tesla
CustomerList20220602.xlsx	Google

Thank you,

Best regard,

keat

[v-mengzhu-msft]

Hi @Keat ,

Need more information.

Are your old customers and new customers located in the same Excel sheet?
If they are in different tables, you can simply import the two excel sheets separately into power bi and compare them directly.

Best regards,

Community Support Team Selina zhu

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