Link future en historic actions

Hi frankhofmans ,

There's no doubt that you need to create a rank column or measure to determine if the name has ever appeared before.

Column =
RANKX (
    FILTER (
        'Table',
        EARLIER ( 'Table'[Client ID] ) = 'Table'[Client ID]
            && EARLIER ( 'Table'[Consultation name] ) = 'Table'[Consultation name]
    ),
    'Table'[Date],
    ,
    ASC,
    SKIP
)

"Already happened in past?"	"Double planned in future?"

I don't know what the calculation logic is in these two columns. According to my understanding, I created the following measure. You can rewrite this measure according to your own logic.

Already happened in past =
VAR max_col =
    CALCULATE (
        MAX ( 'Table'[Column] ),
        FILTER (
            ALLEXCEPT ( 'Table', 'Table'[Client ID], 'Table'[Consultation name] ),
            'Table'[Column] > 1
        )
    )
RETURN
    IF ( max_col = MAX ( 'Table'[Column] ), "YES" )

Sample .pbix

Best Regards,
Liang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.