How to identify new and Old Txn based on Previous year data ?

[lavdeepk]

Hi

I need your help to create a calculated column.

Refer to the below sample data I have year-wise txn I want to categorize all txn based on condition. if any ref no exists in last year txn then mark it as "OLD"  Else "NEW"  in the  Status field . (refer to desired results )

Ref  No_	FY	Status (desired results)
011872	FY-20	NEW
006104	FY-20	NEW
146318	FY-20	NEW
002702	FY-20	NEW
001449	FY-21	NEW
014478	FY-21	NEW
006104	FY-21	OLD
016876	FY-21	NEW
002702	FY-21	OLD
134890	FY-21	NEW
000143	FY-21	NEW
008019	FY-21	NEW
106009	FY-22	NEW
083291	FY-22	NEW
000143	FY-22	OLD
002906	FY-22	NEW
000292	FY-22	NEW
001449	FY-22	OLD
006817	FY-22	NEW
014478	FY-22	OLD

[lbendlin · Accepted solution]

You didn't specify if you wanted a measure or a calculated column. Here is a calculated column.

Status = 
var r = 'Table'[Ref  No_]
var f = 'Table'[FY]
var c = CALCULATE(COUNTROWS('Table'),All('Table'),'Table'[Ref  No_]=r,'Table'[FY]<f)
return if(c=0,"New","Old")

[Ashish_Mathur · Accepted solution]

Hi,

This calculated column formula works

=if(CALCULATE(COUNTROWS(Data),FILTER(data,Data[Ref  No_]=EARLIER(Data[Ref  No_])&&Data[FY]<EARLIER(Data[FY])))=1,"Old","New")

Hope this helps.

[lbendlin]

What if there is more than one previous row?

[Ashish_Mathur]

Change =1 to >=1

[FrankAT]

Hi @lavdeepk ,

if you need a measure you can do it like this:

Status = 
VAR _Min =
    CALCULATE ( MIN ( 'Table'[FY] ), ALLEXCEPT ( 'Table', 'Table'[Ref  No_] ) )
RETURN
    IF ( MIN ( 'Table'[FY] ) = _Min, "New", "Old" )

With kind regards from the town where the legend of the 'Pied Piper of Hamelin' is at home
FrankAT (Proud to be a Datanaut)

[lbendlin · Accepted solution]

You didn't specify if you wanted a measure or a calculated column. Here is a calculated column.

Status = 
var r = 'Table'[Ref  No_]
var f = 'Table'[FY]
var c = CALCULATE(COUNTROWS('Table'),All('Table'),'Table'[Ref  No_]=r,'Table'[FY]<f)
return if(c=0,"New","Old")