Track data change in power bi

[njohny]

Hello,

I'm trying to create a report that provides the data in a tabular format that can track changes on a monthly basis.

I have a sample data as follows: 

Month_end	Insurance_Id	Client_Id
Jan 2023	001	A01
Feb 2023	001	B01

What I need is to track if an insurance Id has transfered on/off to a different client.

Insurance_Id	Client_id	Reason
001	A01	Transfer OFF
001	B01	Transfer ON

Hope this is enough info.

Thanks in advance.

[Arul]

@njohny ,

What do you want to see in your report?

Thanks,

Arul

[njohny]

Hi Arul,

I just need to add a new column into the data that says if the insurance_id has been transferred to a different client or not for the current month compared to the previous month.

Here 001 has transferred off from A01 to B01 some time in Feb. Since it was assigne to A01 in Jan the column will say "Transfer OFF" and "Transfer ON" to B01.

hope this makes sense.

Insurance_Id	Client_id	Reason
001	A01	Transfer OFF
001	B01	Transfer ON