add conditional column

[Anonymous]

Hello!

I have this table. Relevant for us are the columns [Nummer], [Saldo] and [Date].

For each Month there is 1 row in [nummer]. I just want to add a column [saldo previous month] where it takes the corresponding value from [saldo] from the same [nummer] from last month.

I've made an example in the picture below.

Can somebody help me to add this conditional column? I really don't get it how to code this column. 

Thank you!

Marco

[negi007]

@Anonymous can you share your sample pbix file

[marcobi]

can you please help me with this? @negi007 

[Anonymous]

Yes, I can't upload files yet. It's only possible to share links so I saved it on a onedrive link:

https://1drv.ms/u/s!ArzXZfC_jkl3gch6T5Ssb4Rjue6Cww?e=WFEqrf

[v-cgao-msft · Accepted solution]

Hi @Anonymous ,

1. add a custom column like:

2. merge queries:

3. expand and rename [Saldo] column:

    #"Added Custom" = Table.AddColumn(#"Umbenannte Spalten", "Custom", each Date.AddMonths([Date],-1)),
    #"Merged Queries" = Table.NestedJoin(#"Added Custom", {"Nummer", "Custom"}, #"Added Custom", {"Nummer", "Date"}, "Sorted Rows", JoinKind.LeftOuter),
    #"Expanded Sorted Rows" = Table.ExpandTableColumn(#"Merged Queries", "Sorted Rows", {"Saldo"}, {"Saldo.1"}),
    #"Removed Columns" = Table.RemoveColumns(#"Expanded Sorted Rows",{"Custom"}),
    #"Renamed Columns" = Table.RenameColumns(#"Removed Columns",{{"Saldo.1", "saldo previous month"}})
in
    #"Renamed Columns"

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly. If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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[marcobi]

Thank you very much, yeah it worked 🙂 Actually way more easy than i thought before!  

Unfortunately I can't log in in the account i posted this before, thats why I can't directly accept it as a solution 😕

[ToddChitt]

I think this would be better served by a DAX Measure. And [Nummer] is strictly a dimension of your data.

[marcobi]

i did it with dateadd:

Saldo Last Month = CALCULATE(SUM(ER_und_Bilanz[Saldo]),VALUES(ER_und_Bilanz[Nummer]),DATEADD(ER_und_Bilanz[Date],-1,MONTH))

But I'm working with a slicer, and then the month before must also be selected that it works. thats why i thought a want to add a column where the data from last month is already inside. so i only have to select one month