Lookup Record Value from Previous Month

[RCM]

I am trying to understand the most efficient way to look up changes between cell values within an appended query.

Background: Each month a new excel file is appended to create a 'Combined' query and I would like to identify when there has been changes to key data fields between months.

Example shown below: Blue Columns represent the Appended Query and im looking for a formula that would work to replicate the Orange Columns.

Can anyone help! Thanks!

[RCM]

@amitchandak - Would you have any idea how to resolve this?

[RCM]

@v-yanjiang-msft - Looking for a bit more advice on this!

The code provided seems to work however as its based on Months only, in January (01) its not finding December (12) as i think the formula is looking at month number only.

Is there any way of expanding this to work for Year as well?

Thanks!

[v-yanjiang-msft]

Hi @RCM ,

According to your description, here's my soluton, create a calculated column.

Change =
VAR _Pre =
    MAXX (
        FILTER (
            'Table',
            'Table'[Record ID] = EARLIER ( 'Table'[Record ID] )
                && MONTH ( 'Table'[Month] )
                    = MONTH ( EARLIER ( 'Table'[Month] ) ) - 1
        ),
        'Table'[Value]
    )
RETURN
    IF ( _Pre = BLANK (), "N/A", IF ( [Value] = _Pre, "N", "Y" ) )

Get the correct result.

I attach my sample below for your reference.

Best Regards,
Community Support Team _ kalyj

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[RCM]

@v-yanjiang-msft This is excellent,thank you for your help. One last part to solve is how to get last months record value, showing against this months record. Any advice on how i would be able to calculate the last months value column?

[v-yanjiang-msft · Accepted solution]

Hi @RCM ,

It's my pleasure!

You can create another calculated column.

Last month value =
MAXX (
    FILTER (
        'Table',
        'Table'[Record ID] = EARLIER ( 'Table'[Record ID] )
            && MONTH ( 'Table'[Month] )
                = MONTH ( EARLIER ( 'Table'[Month] ) ) - 1
    ),
    'Table'[Value]
)

Result:

I attach my sample below for your reference.

Best Regards,
Community Support Team _ kalyj

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[amitchandak]

@RCM , refer if DAX append method can help

https://blog.crossjoin.co.uk/2020/04/13/keep-the-existing-data-in-your-power-bi-dataset-and-add-new-...
https://www.thebiccountant.com/2017/01/11/incremental-load-in-powerbi-using-dax-union/

[RCM]

@amitchandak Afraid not. The data structure I am okay with. This will involve appending Monthly versions of an Excel. I'm struggling when attempting to lookup what the previous month was against the same ID to understand if a change has been made.