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Anonymous's avatar
Anonymous
Not applicable
3 years ago

Tag date start from historical data

Hi,   I need to be able to tag Customer IDs with respect to the month - year it started from historical data. Data is like panel data. Same customer in different points in time.    Data: ID ...
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Anonymous's avatar
Anonymous
Not applicable
3 years ago

My desired outcome is:

 

New Column which has will be tagged as New at the start of the effective date, everything else Existing. 

DimaMD's avatar
DimaMD
Solution Sage
3 years ago

Anonymous If I understood you correctly, use the following measure.
1. Add a column with Year
2. Add a calculated column

 

test = 
VAR mindata = MINX( FILTER('table', 'table'[ID] = EARLIER([id]) && 'table'[Year] = EARLIER('table'[Year])),[Effective Date])
return
SWITCH(
     TRUE(),
     mindata = [Effective Date], "New"
     , "Existing")

 

  • Anonymous's avatar
    Anonymous
    Not applicable
    3 years ago

    Hi,

     

    Thanks for the response.

     

    Customer ID 1 is only new on 01.09.2022. Everything else is existing. New in a sense that as long as that customer is active, it will be tagged as existing. I just want a flag for new at the very start. If it is a new year, it will still be existing. The outcome is exactly the Test column, just a little tweak.