Tag date start from historical data

[Anonymous]

Hi,

I need to be able to tag Customer IDs with respect to the month - year it started from historical data. Data is like panel data. Same customer in different points in time. 

Data:

ID	Effective Date
1	Sep-21
1	Oct-21
1	Nov-21
1	Dec-21
1	Jan-22
2	Feb-20
2	Mar-20
2	Apr-20
2	May-20

[v-xiaotang]

Hi @Anonymous 

Thanks for reaching out to us.

I just want to confirm if you resolved this issue? If yes, you can accept the answer helpful as the solution or share you method and accept it as solution, thanks for your contribution to improve Power BI.

If you need more help, please let me know.

Best Regards,

Community Support Team _Tang

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

[Anonymous]

Hi,

Not yet. 

[DimaMD]

Hi @Anonymous Is this your desired outcome?

Or you can use such a measure 

COMBINEVALUES("-",'table'[ID],'table'[Effective Date])

[Anonymous]

My desired outcome is:

New Column which has will be tagged as New at the start of the effective date, everything else Existing. 

[DimaMD]

@Anonymous If I understood you correctly, use the following measure.
1. Add a column with Year
2. Add a calculated column

test = 
VAR mindata = MINX( FILTER('table', 'table'[ID] = EARLIER([id]) && 'table'[Year] = EARLIER('table'[Year])),[Effective Date])
return
SWITCH(
     TRUE(),
     mindata = [Effective Date], "New"
     , "Existing")

[Anonymous]

Hi,

Thanks for the response.

Customer ID 1 is only new on 01.09.2022. Everything else is existing. New in a sense that as long as that customer is active, it will be tagged as existing. I just want a flag for new at the very start. If it is a new year, it will still be existing. The outcome is exactly the Test column, just a little tweak. 

[DimaMD]

@Anonymous Give an example of your desired outcome