Look for updated value in new Table

[vmkumar1]

Hi All,

I’m very new to Power BI, so please forgive the basic questions.Thanks.

Team,

I have Month1 data, where the satge of different deals is different level.  I have Month2 Data where the entries of Month1 will be present but with a different Stage Level. 

I al working on a logic to figure out the entries in Month1 with any stage , but their stage in Month2 is Deal Won/

For Eg:

ID1  is Final Stage in Month1 but it is Deal Won in Month 2.

May-18
ID	Forecast Category	Stage
A1	Forecast	Final Stage
A2	Forecast	Initial Stage
A3	Not Forecat	Resolutions Of Concers
A4	Not Forecast	Final Stage

Jun-18
ID	Forecast Category	Stage
A1	Forecast	Deal Won
A2	Forecast	Initial Stage
A3	Not Forecat	Deal Won
A4	Not Forecast	Final Stage
A5	Forecast	Deal WOn
A6	Forecast	Initial Stage
A7	Not Forecat	Deal Won
A8	Not Forecast	Final Stage

In the Above Sample file- My result Output Will be A1 and A3. Thanks.

[v-danhe-msft · Accepted solution]

Hi @vmkumar1,

Based on my test, you could refer to below steps:

Create relationship between the two tables:

Create below calculated tables:

Table = CALCULATETABLE('Jun-18',FILTER('Jun-18','Jun-18'[Stage]="Deal Won"&&'Jun-18'[ID]=RELATED('May-18'[ID])))

Result:

You could also download the pbix file to have a view.

Regards,

Daniel He

[parry2k]

@vmkumar1 isn't it a5 and a7 will also be the output. How you define month1? Is use going to pick a month from a slier and then use that as month1?

does month2 is always the following month? Lets say month 1 is May 2018 and deal won happens in August 2018, which is month4 after may 2018, what happens in that case?

[vmkumar1]

Dear Parry,

I can export the data by Fiscal month. The data in each month is carry forwarded. The two ID's in May (A1,A3) changed their stage to Deal Won and I am interested in only these entries, i.e Entries that have changed their stage status from Final to Deal won.

Here in May A1 and A3 changed in June, Similar Way A6 and A8 might have changed in July.

Thanks for the reply. Thanks for Taking time in helping me.