Forum Discussion
gmasta1129
11 months agoResolver I
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...
- 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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Royel
11 months agoSuper User
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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