Need help with DAX

[soft5]

Hello, 

Please, please , someone help me with the following:

I have data set ( sample below)

Task is to count:

1. How many invoices were closed comparing to previous date ( don't appear next day)

2. How many changed status compared to previous date

3.How many haven't changed the status from last date

4. How many are new, so appear only on latest day

Company	INVOICE_ID	Status	Date
A	22ac6	open	4/6/2023
A	79065	in progress	4/6/2023
B	70050	failed	4/6/2023
A	80856	open	4/6/2023
B	e42f6	in progress	4/6/2023
B	cba98	failed	4/6/2023
A	22ac6	open	4/7/2023
A	79065	in progress	4/7/2023
B	70050	failed	4/7/2023
A	80856	open	4/7/2023
B	e42f6	in progress	4/7/2023
B	cba98	failed	4/7/2023
B	4987a	open	4/7/2023
C	e0ad7	in progress	4/7/2023
A	3c3dc	failed	4/7/2023
C	9c40e	open	4/7/2023
D	47163	in progress	4/7/2023
D	1a040	failed	4/7/2023
B	467cc	open	4/7/2023
A	83ab5	in progress	4/7/2023
A	d7b17	failed	4/7/2023
A	03681	open	4/7/2023
A	79065	in progress	4/11/2023
A	80856	failed	4/11/2023
B	e42f6	open	4/11/2023
B	cba98	in progress	4/11/2023
B	4987a	failed	4/11/2023
A	3c3dc	open	4/11/2023
C	9c40e	in progress	4/11/2023
D	47163	failed	4/11/2023
D	1a040	open	4/11/2023
B	467cc	in progress	4/11/2023
A	83ab5	failed	4/11/2023
A	d7b17	open	4/11/2023
A	03681	in progress	4/11/2023
C	bcaef	failed	4/11/2023
A	5eefd	open	4/11/2023
C	5eefd	in progress	4/11/2023
D	f7a73	failed	4/11/2023

[soft5]

Hello Aniya, 

Thank you for responding and willingness to help

Claryfying your questions:

1.  I need to count the invoices that have record on previous day and the following day those are not on the list. There should be distinct count of each record so for example for 4/11/2023 the resluft should be 3 - 

22ac6

70050

e0ad7

2 Yes it would be great to calculate it rolling, so shown for particular day - status change vs previous day

3. Ie ID 80856 

Company	INVOICE_ID	Status	Date
A	80856	open	4/6/2023
A	80856	open	4/7/2023
A	80856	failed	4/11/2023

For 4/11/2023 this ID should count under status changed ( vs 4/7/2023)

For 4/7/2023 this ID should count under status unchanged ( vs 4/6/2023)

4. Distinct Count of IDs that haven't occured earlier than selected day. IE for 4/11/2023

the result is 3:

5eefd			2
bcaef			1
f7a73			1

I hope it helps.

Kind Regards

[v-yueyunzh-msft · Accepted solution]

Hi , @soft5 

Thanks for your quick response!

Here are the steps you can refer to :
(1)My test data is the same as yours.

(2)We canc reate four measures to meet your need :

First Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _list = EXCEPT(_pre_list , _cur_list)
return
COUNTROWS(_list)+0

Second Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _same_list =  INTERSECT(_cur_list , _pre_list)
var _t = FILTER( ALL('Table') , 'Table'[INVOICE_ID] in _same_list && OR( 'Table'[Date] = _cur_date  , 'Table'[Date] =_pre_date) ) 
var _t2 =  ADDCOLUMNS( _t , "flag" ,  var _cur_in =[INVOICE_ID] var _count = COUNTROWS(DISTINCT(SELECTCOLUMNS( FILTER(_t , [INVOICE_ID] = _cur_in),"status" , [Status]))) return 
IF(_count>1 ,1,0))
return
SUMX(_t2, [flag])/2

Third Need = var _cur_date = MAX('Table'[Date])
var _pre_date = MAXX( FILTER( ALL('Table')  , 'Table'[Date]<_cur_date) ,[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _pre_list = SELECTCOLUMNS( FILTER( ALL('Table') , 'Table'[Date] = _pre_date) , "invoices" , [INVOICE_ID])
var _same_list =  INTERSECT(_cur_list , _pre_list)
var _t = FILTER( ALL('Table') , 'Table'[INVOICE_ID] in _same_list && OR( 'Table'[Date] = _cur_date  , 'Table'[Date] =_pre_date) ) 
var _t2 =  ADDCOLUMNS( _t , "flag" ,  var _cur_in =[INVOICE_ID] var _count = COUNTROWS(DISTINCT(SELECTCOLUMNS( FILTER(_t , [INVOICE_ID] = _cur_in),"status" , [Status]))) return 
IF(_count=1 ,1,0))
return
SUMX(_t2, [flag])/2

Four Need = var _cur_date = MAX('Table'[Date])
var _cur_list  = VALUES('Table'[INVOICE_ID])
var _t  = SELECTCOLUMNS( FILTER( ALL('Table')  ,'Table'[Date]<_cur_date) , "invoices" , [INVOICE_ID])
var _t2 =  EXCEPT(_cur_list , _t)
return
countrows(_t2)

Then we can meet your need , the result is as follows:

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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

[soft5]

Hello Aniya, 

Thank you very much for sharing the query. It looks very promising. I like the logic of this solution. I still need to verify if it works for the full data set- and check if any adjustments are necessary.

[v-yueyunzh-msft]

Hi , @soft5 

According to your description, you want to count four tasks.

First of all, thank you very much for the test data,But I have a few questions about your needs.

1. How many invoices were closed comparing to previous date ( don't appear next day)

In your test data, you can see that invoices can be repeated, so what are the conditions for starting the calculation?How can I tell if the status of this invoices is closed? How is it calculated if there are multiple closed invoices?

2. How many changed status compared to previous date

This is the number of invoices that changed state the previous day, whether this is calculated daily or today?

3.How many haven't changed the status from last date

What is the specific logic of last date, each invoice has a different last date?

4. How many are new, so appear only on latest day.

How can I tell if it's new? How to determine the latest day, whether it is the most recent date or today?

You can also provide us with the final result you want in the form of a table, and describe your calculation logic in detail.Thanks in advance!

Thank you for your time and sharing, and thank you for your support and understanding of PowerBI! 

Best Regards,

Aniya Zhang

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