Visual to track changes in text and new additions over time based on unique identifier number

[Anonymous]

Hi all, I need some help in coming up with a way to visualize changes / new additions to a dataset.

Currently, the data contains information from different months and the intention is to create the visual with data sustainability in mind whereby i can simply add in additional rows of data for future months and simply refresh the data on PowerBI.

Here is a sample dataset:

Identifier	Month	Account No	Code
1	Jan	1000	AA
2	Jan	3000	BB
1	Feb	1000	AB
2	Feb	3001	BB
3	Feb	4000	CC
2	Mar	3001	BB
3	Mar	4000	CC

Identifier: unique identifer code for each entity

Month: Month of entry for data

Account No: account number of entity that may change across months

Code: code number of entity that may change across months

The idea is to create visual that allows me to 

- identify changes to the identifier list (#3 was added in Feb and #1 was removed in Mar)

- identify changes in Account No / Code (#2 had a change in account No for Feb and #1 had a change in code for Mar)

I was thinking of creating two pages in Power BI:

- the first page being a general overview showing a high level overview of the number of changes over months

- the second page being a detailed overview where i can easily filter and see which entities had changes across which months and who are the new additions to the data

Any tips / tutorials / guidance is much appreciated. Thank you!

[Anonymous]

Hi @Anonymous ,

Please try the following methods and check if they can solve your problem:

For the first page
1.Try to create a column that flag changes.

2.Create a line chart with the X-axis representing months and the Y-axis showing the count of Identifier, the changes as legend.

For the second page

1.Create the calculated columns to identify changes in Account or code for each identifier.

2.Use a matrix visual with identifier and month as rows and account, code as values.

3.Add slicers to select specific months and see entities had changes.

Best Regards,

Wisdom Wu

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