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gmasta1129's avatar
gmasta1129
Resolver I
11 months ago
Solved

Text Differences from day to day

Hello,   I have a file that runs Mon-Fri which contains the following columns   1. Fund Code 2. Run Date 3. Investment Description 4. Fund Manager Name     I would like to create a co...
  • Royel's avatar
    11 months ago

    Hi MasonMA  Here is an alternate solution using dax 

     

    Use a calculated column 

    Manager Change Check = 
    VAR _CurrentFundCode = Data[Fund Code]
    VAR _CurrentInvestment = Data[Investment Description]
    VAR _CurrentDate = Data[Run Date]
    VAR _CurrentManager = Data[Fund Manager Name]
    
    VAR _PreviousDate = 
        CALCULATE(
            MAX(Data[Run Date]),
            FILTER(
                ALL(Data),
                Data[Fund Code] = _CurrentFundCode &&
                Data[Investment Description] = _CurrentInvestment &&
                Data[Run Date] < _CurrentDate
            )
        )
    
    VAR _PreviousManager = 
        CALCULATE(
            MAX(Data[Fund Manager Name]),
            FILTER(
                ALL(Data),
                Data[Fund Code] = _CurrentFundCode &&
                Data[Investment Description] = _CurrentInvestment &&
                Data[Run Date] = _PreviousDate
            )
        )
    
    RETURN
    IF(
        _CurrentManager <> _PreviousManager && 
        NOT(ISBLANK(_PreviousManager)),
        "CHECK",
        BLANK()
    )

     

    Output: 

     

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