Set a conditional flag

[Anonymous]

Hello!

I have a table where I have period wise project wise finance data. I need to set up a flag (Calculated column) Active/Inactive based on the value of one column called Turnover. The condition is if there is a change (+/-) in the Turnover value for a project for last 3 months then the set the project as Active else set it Inactive. How can I write the condition?

Regards

Pia

[Ashish_Mathur]

Hi,

Why do you want that as a calculated column and not a measure?

[v-frfei-msft · Accepted solution]

Hi @Anonymous ,

To create a calculated column as below.

flag = 
VAR last3month =
    EDATE ( TODAY (), -3 )
VAR disc =
    CALCULATE (
        DISTINCTCOUNT ( 'Table'[Turnover ] ),
        FILTER (
            'Table',
            'Table'[project_id] = EARLIER ( 'Table'[project_id] )
                && 'Table'[Date] >= last3month
                && 'Table'[Date] <= TODAY ()
        )
    )
RETURN
    IF (
        'Table'[Date] >= last3month
            && 'Table'[Date] <= TODAY (),
        IF ( disc > 1, "Active", "Inactive" ),
        BLANK ()
    )

[Anonymous]

Hello @v-frfei-msft 

the data type for project nr. has changed to integer to string. and now the formula doesnt work. how can i change the formula?

[Anonymous]

1. Create Quick measure  as shown in the picture.
2. Pass only Dates Dim/Calendar table date as Date value
3. Value field as 'Turnover
4. Power BI Creates a Measure [Turnover MoM%]

Note: If you dont have CALENDAR table, manully derive the value MoM%

5. using this Measure derive your desired calculated column as below:
StatusFlag = IF([Turnover MoM%] = 0,"Inactive", "Active")

[Anonymous]

Hi @Anonymous 

But where can I define that comapre the values for only last 3 months?

Regards

Pia