New value for same dimension on another row.

[Anonymous]

Hi all,

I want to make a calculation. It doesn't matter to do it with Dax or M.
I have a dataset like as below. I have a customers. Our customers segment might change month by month. 

Segment	Customer	New_Segment	04.2020	05.2020
X	A	X	1	0
Y	A	Y	0	1
X	B	X	1	1
Z	C	Z	1	1
Z	D	Z	1	0
X	D	X	0	1

I want to create a new column as Final_Segment
For a customer;
If columns 04.2020 and 05.2020 = 1 then Final_Segment will equal New_Segment
If column 04.2020 = 0 and 05.2020 = 1 then Final_Segment will equal New_Segment value which 04.2020 column = 1 row for same customer.
If column 04.2020 = 1 and 05.2020 = 0 then return 0

Expected output is;

Segment	Customer	New_Segment	04.2020	05.2020	Final_Segment
X	A	X	1	0	0
Y	A	Y	0	1	X
X	B	X	1	1	X
Z	C	Z	1	1	Z
Z	D	Z	1	0	0
X	D	X	0	1	Z

[az38 · Accepted solution]

Hi @Anonymous 

for DAX

Final_Segment = 
SWITCH(TRUE(),
[04.2020] = 1 && [05.2020] = 1, [New_Segment],
[04.2020] = 0 && [05.2020] = 1, CALCULATE(FIRSTNONBLANK(Table[New_Segment], 1), ALLEXCEPT(Table, Table[Customer]), Table[04.2020] = 1,
[04.2020] = 1 && [05.2020] = 0, 0
)

[v-juanli-msft · Accepted solution]

Hi @Anonymous 

I would value az38's answer, but a little change below:

Final_Segment = 
SWITCH(TRUE(),
[04.2020] = 1 && [05.2020] = 1, FORMAT([New_Segment],"general"),
[04.2020] = 0 && [05.2020] = 1, CALCULATE(FIRSTNONBLANK('Table'[New_Segment], 1), FILTER(ALLEXCEPT('Table', 'Table'[Customer]), 'Table'[04.2020] = 1)),
[04.2020] = 1 && [05.2020] = 0, "0"
)

Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[az38 · Accepted solution]

Hi @Anonymous 

for DAX

Final_Segment = 
SWITCH(TRUE(),
[04.2020] = 1 && [05.2020] = 1, [New_Segment],
[04.2020] = 0 && [05.2020] = 1, CALCULATE(FIRSTNONBLANK(Table[New_Segment], 1), ALLEXCEPT(Table, Table[Customer]), Table[04.2020] = 1,
[04.2020] = 1 && [05.2020] = 0, 0
)