How to produce a visual of clients added or removed from a list for a given date range

[Anonymous]

Hi, I have a list of customers that is updated on a daily basis. Everyday I take a snapshot of the list and add it to a table that grows by the day. The table powers a Power BI dashboard. For any given min and max date that I specify how can I produce a list of clients added and clients removed between those two dates. For example on the 1st I have clients A, B & C, on the 8th I have clients A, B, D, E and F. I want to have visual(s) showing client C dropped off and clients D, E and F added. Thanks so much for your help. 

[amitchandak]

@Anonymous ,Can you share sample data and sample output.

[Anonymous]

List Date	Client	Measure 1	Measure 2	Measure 3
1/1/2020	A	100	10	4
1/1/2020	B	150	8	3		Example 1	List Date Range
1/1/2020	C	50	4	2			1/1/2020	1/2/2020
1/2/2020	A	100	10	4			Client	Client Count	Measure 1	Measure 2	Measure 3
1/2/2020	B	150	8	3			D	1	200	15	5
1/2/2020	C	50	4	2
1/2/2020	D	200	15	5		Example 2	List Date Range
1/3/2020	A	100	10	4			1/1/2020	1/3/2020
1/3/2020	B	150	8	3			Client	Client Count	Measure 1	Measure 2	Measure 3
1/3/2020	C	50	4	2			D	1	200	15	5
1/3/2020	D	200	15	5			E	1	300	20	10
1/3/2020	E	300	20	10
1/4/2020	A	100	10	4		Example 3	List Date Range
1/4/2020	B	150	8	3			1/3/2020	1/4/2020
1/4/2020	C	50	4	2			Client	Client Count	Measure 1	Measure 2	Measure 3
1/4/2020	E	300	20	10			D	-1	-200	-15	-5
1/4/2020	F	25	2	1			F	1	25	2	1
1/5/2020	A	150	15	10
1/5/2020	B	150	8	3		Example 4	List Date Range
1/5/2020	C	50	4	2			1/4/2020	1/5/2020
1/5/2020	E	300	20	10			Client	Client Count	Measure 1	Measure 2	Measure 3
1/5/2020	F	25	2	1			A	0	50	5	6
1/5/2020	G	50	20	5			G	1	50	20	5
1/5/2020	H	500	30	20			H	1	500	30	20

[V-lianl-msft]

Hi @Anonymous ,

Sorry, I don't understand the logic here. Could you describe it.

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

[Anonymous]

Hi, I want an exception list of changes between the 4th and the 5th. I want to see changes in clients numbers and measures 1 to 3 (measures might be sales, profit, quantity etc). There's been a change for client A for measures 1 to 3; +50, +5 and +6 respectively. But the client remains so the change in the client count is 0. Clients G and H are entirely new so their client count is (+)1. Hope it makes more sense. Thanks for looking into this.

[Anonymous · Accepted solution]

Have resolved this myself by creating historical entries for clients albeit with zero values in. I created an exception table of the multiple measures that I'm tracking by adding up the differences and filtering out anything that equal to 0. All good for now.