Previous row comparison by month and category

[EmaVasileva]

Hi Team,

I have the following data:

Month	Person	Target tasks	Fulfilled tasks	Success % (target/fulfilled)	New column - Comment
Dec 2022	A	4	5	125%
Jan 2023	A	2	1	50%	No
Feb 2023	A	2	2	100%	Yes
Dec 2022	B	1	1	100%
Jan 2023	B	3	5	166.67%	Yes
Feb 2023	B	2	1	50%	No

Month is coming from a Date table, all other fields are coming from another. I want to add a new calc column to compare Success % for every Person separately month vs previous month. If Jan 23 for Person A is bigger than Dec 22, to return “Yes”, if it’s smaller to return “No”, in case of no change to return “Same”. Same logic for Person B, and etc.

For example, if Person A had 125% success in Dec 22, but in Jan 23 had 50%,  I need to see “No” in the Jan 23 row.

I will have new data added for every new month.

Could you please help me with the calculation. Thanks

[Ashish_Mathur]

Hi,

Assuming Success % is a measure that you have written, write these measures

Success % pm = calculate([Success %],previousmonth(calendar[date]))

Test = if(isblank([Success % pm]),blank(),if([Success %]>[Success % pm],"Yes",if([Success %]<[Success % pm],"No","Same")))

Hope this helps.

[lbendlin · Accepted solution]

If you want this to be a calculated column you need to expose more of the data model. in lieu of that I modified your Month field slightly.