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

[Anonymous · 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

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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