Lookupvalue Last Quarter in the same table without aggregation

Hi shower999,

Please refer to below DAX formulas to add calculated columns:

Index =
RANKX (
    FILTER ( Sample1, Sample1[Account] = EARLIER ( Sample1[Account] ) ),
    Sample1[Data_date],
    ,
    ASC,
    DENSE
)

Last_Mth_Profile =
CALCULATE (
    SELECTEDVALUE ( Sample1[Profile] ),
    FILTER (
        ALLEXCEPT ( Sample1, Sample1[Account] ),
        Sample1[Index]
            = EARLIER ( Sample1[Index] ) - 1
    )
)

Profile_Changes =
IF (
    Sample1[Account] = BLANK (),
    "Off boarded",
    IF (
        Sample1[Last_Mth_Profile] = BLANK ()
            || Sample1[Last_Mth_Profile] = Sample1[Profile],
        BLANK (),
        IF ( Sample1[Last_Mth_Profile] < Sample1[Profile], "Up", "Down" )
    )
)

Last_Mth_W_D =
CALCULATE (
    SELECTEDVALUE ( Sample1[Warranty_date] ),
    FILTER (
        ALLEXCEPT ( Sample1, Sample1[Account] ),
        Sample1[Index]
            = EARLIER ( Sample1[Index] ) - 1
    )
)

Warranty_Changes =
IF (
    Sample1[Account] = BLANK (),
    "Off boarded",
    IF (
        Sample1[Last_Mth_W_D] = BLANK ()
            || Sample1[Last_Mth_W_D] = Sample1[Warranty_date],
        BLANK (),
        IF ( Sample1[Last_Mth_W_D] < Sample1[Warranty_date], "Cancelled", "Extended" )
    )
)

Best regards,

Yuliana Gu

WoW!! this works perfectly. highly appreciated. I'll use these formulars across all my calculation.