Hi All,I am tracking movement of members between categories, "Affiliate", "Fellow" etc.Members can move both ways between these categories, e.g. from Affiliate to Fellow, and from Fellow to Affiliate. (Note, if that sounds odd, its just an illustration).Does anyone have any ideas on how I can show the net movement?So if:10 go Affiliate to Fellow is +107 go Fellow to Affiliate is -7Net Affiliate to Fellow is +3.Should I set up a table with the combinations of all Prior and Current categories and allocate + or - to each?Any suggestions?ThanksRich Note this is a cross post from: https://www.mrexcel.com/forum/power-bi/1098648-net-movement-between-categories.html where I got no replies

I have created a sample file based on your requirement if I have understood correctly.Let me know if this helps. https://drive.google.com/open?id=13iq4oYylYwSwcVE3pOPyawNM9iWK3q4i

Net movement between categories | Microsoft Fabric Community

5 Replies

Krishna_Mysore
Helper II
7 years ago
I have created a sample file based on your requirement if I have understood correctly.
Let me know if this helps.

https://drive.google.com/open?id=13iq4oYylYwSwcVE3pOPyawNM9iWK3q4i
- Anonymous
  Not applicable
  7 years ago
  Thanks for your reply. It certainly works re the calculation logic.
  
  The issue I have is that I would like to show the movement between specific categories, i.e.:
  
  Prior Current Net
  Affiliate Fellow +2
  Member Fellow -4
  Affiliate Member +6
  
  I can't quite work out how I want to handle this, because there will always be an equal and opposite movement for each Prior / Current combination, so the total movement will = 0.
  
  I guess I need to define the Prior / Current category combinations, but not sure how to go about that.
  
  Thanks for taking the time to work up the pbix and replying.
  
  Rich
  - Krishna_Mysore
    Helper II
    7 years ago
    Please provide sample data showing expected result(An excel file will do) . Without this it is difficult to investigate further.

MartinBurman

New Member

3 years ago

did you mean like this? I'm trying to figure this out aswell. will make a separate post aswell

DateCustomer IDCategory

2023-01-01	1	A
2023-01-01	2	A
2023-01-01	3	A
2023-01-01	4	A
2023-01-01	5	A
2023-01-01	6	A
2023-01-01	7	A
2023-01-01	8	A
2023-01-01	9	A
2023-01-01	10	A
2023-01-01	11	A
2023-01-01	12	A
2023-01-01	13	A
2023-01-01	14	B
2023-01-01	15	B
2023-01-01	16	B
2023-01-01	17	B
2023-01-01	18	B
2023-01-01	19	B
2023-01-01	20	B
2023-01-01	21	B
2023-01-01	22	B
2023-01-01	23	B
2023-01-01	24	B
2023-01-01	25	B
2023-01-01	26	B
2023-01-01	27	B
2023-01-01	28	B
2023-01-01	29	B
2023-01-01	30	B
2023-01-01	31	C
2023-01-01	32	C
2023-01-01	33	C
2023-01-01	34	C
2023-01-01	35	C
2023-01-01	36	C
2023-01-01	37	C
2023-01-01	38	C
2023-01-01	39	D
2023-01-01	40	D
2023-01-01	41	D
2023-01-01	42	D
2023-01-01	43	D
2023-01-01	44	D
2023-01-01	45	D
2023-01-01	46	E
2023-01-01	47	F
2023-01-01	48	F
2023-01-01	49	F
2023-08-01	1	B
2023-08-01	2	B
2023-08-01	3	A
2023-08-01	4	A
2023-08-01	5	A
2023-08-01	6	A
2023-08-01	7	A
2023-08-01	8	A
2023-08-01	9	A
2023-08-01	10	A
2023-08-01	11	A
2023-08-01	12	A
2023-08-01	13	A
2023-08-01	14	A
2023-08-01	15	A
2023-08-01	16	A
2023-08-01	17	A
2023-08-01	18	B
2023-08-01	19	B
2023-08-01	20	B
2023-08-01	21	B
2023-08-01	22	B
2023-08-01	23	B
2023-08-01	24	B
2023-08-01	25	B
2023-08-01	26	B
2023-08-01	27	C
2023-08-01	28	C
2023-08-01	29	C
2023-08-01	30	C
2023-08-01	31	A
2023-08-01	32	A
2023-08-01	33	A
2023-08-01	34	B
2023-08-01	35	C
2023-08-01	36	C
2023-08-01	37	C
2023-08-01	38	C
2023-08-01	39	B
2023-08-01	40	B
2023-08-01	41	D
2023-08-01	42	D
2023-08-01	43	D
2023-08-01	44	D
2023-08-01	45	E
2023-08-01	46	A
2023-08-01	47	F
2023-08-01	48	F
2023-08-01	49	F
2023-08-01	n123	A
2023-08-01	N452	A
2023-08-01	N4353	A
2023-08-01	N65454N	B
2023-08-01	NN34	B
2023-08-01	N222	C

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Net movement between categories

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