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Sir_night's avatar
Sir_night
Frequent Visitor
9 years ago
Solved

Record Changes

I need to identify recorders that have been changed so that they can be flagged, something like below the table.

 

the data come from a table containing rolling 90 days record

 

DateRefStatus Status changed
1/02/20171A0
2/02/20171A0
3/02/20171B1
1/02/20172A0
2/02/20172V1
3/02/20172A1
  • Hi Sir_night,

     

    It's obviously there is an order of "Date" for a "Ref" in your scenario. So let's sort the data first, then add an index to keep the orders. Finally, we just need to compare "Status" between "index" and "index + 1".

    1. Open "Query Editor", do "Sort Ascending" of "Ref", then do "Sort Ascending" of "Date". There will be two arrows. (blue rectangle). Please don't break the order of ordering. "Ref" first, "Date" second.

    2. Add an index.

    3. Add a calculated column.

      

    Status changed =
    VAR NextStatus =
        CALCULATE (
            VALUES ( Table1[Status] ),
            FILTER (
                ALL ( 'Table1' ),
                'Table1'[Ref] = EARLIER ( Table1[Ref] )
                    && 'Table1'[Index]
                        = EARLIER ( Table1[Index] ) - 1
            )
        )
    RETURN
        IF ( ISBLANK ( NextStatus ), 0, IF ( 'Table1'[Status] = NextStatus, 0, 1 ) )

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

     

  • Sir_night

     

    Hi David,

     

    It would be a little complicated.

    Method 1: Add a new column, tag the previous record only. (depend on [Status changed])

    Status changed =
    VAR NextStatus =
        CALCULATE (
            VALUES ( Table1[Status] ),
            FILTER (
                ALL ( 'Table1' ),
                'Table1'[Ref] = EARLIER ( Table1[Ref] )
                    && 'Table1'[Index]
                        = EARLIER ( Table1[Index] ) - 1
            )
        )
    RETURN
        IF ( ISBLANK ( NextStatus ), 0, IF ( 'Table1'[Status] = NextStatus, 0, 1 ) )

    Method 2: there are four statuses here. (independant)

    0   isn't changed and isn't previous

    1   changed and isn't previous

    2   isn't changed and previous

    3   changed and previous 

     

    StatusFlag =
    VAR LastStatus =
        CALCULATE (
            VALUES ( Table1[Status] ),
            FILTER (
                ALL ( 'Table1' ),
                'Table1'[Ref] = EARLIER ( Table1[Ref] )
                    && 'Table1'[Index]
                        = EARLIER ( Table1[Index] ) - 1
            )
        )
    VAR NextStatus =
        CALCULATE (
            VALUES ( Table1[Status] ),
            FILTER (
                ALL ( 'Table1' ),
                'Table1'[Ref] = EARLIER ( Table1[Ref] )
                    && 'Table1'[Index]
                        = EARLIER ( Table1[Index] ) + 1
            )
        )
    RETURN
        IF (
            ISBLANK ( LastStatus )
                && 'Table1'[Status] = NextStatus,
            0,
            IF (
                ISBLANK ( LastStatus )
                    && 'Table1'[Status] <> NextStatus,
                2,
                IF (
                    ISBLANK ( NextStatus )
                        && 'Table1'[Status] = lastStatus,
                    0,
                    IF (
                        ISBLANK ( NextStatus )
                            && 'Table1'[Status] <> lastStatus,
                        1,
                        IF (
                            'Table1'[Status] = NextStatus
                                && 'Table1'[Status] = lastStatus,
                            0,
                            IF (
                                'Table1'[Status] = lastStatus
                                    && 'Table1'[Status] <> NextStatus,
                                2,
                                IF ( 'Table1'[Status] <> lastStatus && 'Table1'[Status] <> NextStatus, 3 )
                            )
                        )
                    )
                )
            )
        )

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

4 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee

    Hi Sir_night,

     

    It's obviously there is an order of "Date" for a "Ref" in your scenario. So let's sort the data first, then add an index to keep the orders. Finally, we just need to compare "Status" between "index" and "index + 1".

    1. Open "Query Editor", do "Sort Ascending" of "Ref", then do "Sort Ascending" of "Date". There will be two arrows. (blue rectangle). Please don't break the order of ordering. "Ref" first, "Date" second.

    2. Add an index.

    3. Add a calculated column.

      

    Status changed =
    VAR NextStatus =
        CALCULATE (
            VALUES ( Table1[Status] ),
            FILTER (
                ALL ( 'Table1' ),
                'Table1'[Ref] = EARLIER ( Table1[Ref] )
                    && 'Table1'[Index]
                        = EARLIER ( Table1[Index] ) - 1
            )
        )
    RETURN
        IF ( ISBLANK ( NextStatus ), 0, IF ( 'Table1'[Status] = NextStatus, 0, 1 ) )

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

     

    Best Regards!

    Dale

     

    • Sir_night's avatar
      Sir_night
      Frequent Visitor

      Hi Dale 

       

      is there any way to modify this to mark both the changed record and the prevouse record 

       

      thanks for your help

       

      David

      • v-jiascu-msft's avatar
        v-jiascu-msft
        Microsoft Employee

        Sir_night

         

        Hi David,

         

        It would be a little complicated.

        Method 1: Add a new column, tag the previous record only. (depend on [Status changed])

        Status changed =
        VAR NextStatus =
            CALCULATE (
                VALUES ( Table1[Status] ),
                FILTER (
                    ALL ( 'Table1' ),
                    'Table1'[Ref] = EARLIER ( Table1[Ref] )
                        && 'Table1'[Index]
                            = EARLIER ( Table1[Index] ) - 1
                )
            )
        RETURN
            IF ( ISBLANK ( NextStatus ), 0, IF ( 'Table1'[Status] = NextStatus, 0, 1 ) )

        Method 2: there are four statuses here. (independant)

        0   isn't changed and isn't previous

        1   changed and isn't previous

        2   isn't changed and previous

        3   changed and previous 

         

        StatusFlag =
        VAR LastStatus =
            CALCULATE (
                VALUES ( Table1[Status] ),
                FILTER (
                    ALL ( 'Table1' ),
                    'Table1'[Ref] = EARLIER ( Table1[Ref] )
                        && 'Table1'[Index]
                            = EARLIER ( Table1[Index] ) - 1
                )
            )
        VAR NextStatus =
            CALCULATE (
                VALUES ( Table1[Status] ),
                FILTER (
                    ALL ( 'Table1' ),
                    'Table1'[Ref] = EARLIER ( Table1[Ref] )
                        && 'Table1'[Index]
                            = EARLIER ( Table1[Index] ) + 1
                )
            )
        RETURN
            IF (
                ISBLANK ( LastStatus )
                    && 'Table1'[Status] = NextStatus,
                0,
                IF (
                    ISBLANK ( LastStatus )
                        && 'Table1'[Status] <> NextStatus,
                    2,
                    IF (
                        ISBLANK ( NextStatus )
                            && 'Table1'[Status] = lastStatus,
                        0,
                        IF (
                            ISBLANK ( NextStatus )
                                && 'Table1'[Status] <> lastStatus,
                            1,
                            IF (
                                'Table1'[Status] = NextStatus
                                    && 'Table1'[Status] = lastStatus,
                                0,
                                IF (
                                    'Table1'[Status] = lastStatus
                                        && 'Table1'[Status] <> NextStatus,
                                    2,
                                    IF ( 'Table1'[Status] <> lastStatus && 'Table1'[Status] <> NextStatus, 3 )
                                )
                            )
                        )
                    )
                )
            )

         

         

         

         

         

         

         

         

         

         

         

         

        Best Regards!

        Dale

  • vanessafvg's avatar
    vanessafvg
    Community Champion

    Sir_night do you have a status change date, to be honest that would be your best bet is have some sort of indicator when its changed.  

     

    Power bi is not really a database, its a data visualisation tool, so doing this sort of thing is better done at source or with the right data coming into the model.  

     

    In a real world scenario you would need to snapshot the data in order to compare old to new.