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BB90
Regular Visitor

Previous year value when customer name changes but customer references remains the same

Hi,

 

We have a problem that we are not sure how to resolve.

 

We usually assign our customers a customer reference. Our customers sometimes change their name but the customer reference that we give them remains the same when they do so.

 

We have put together a matrix that has the customer name and customer reference in the rows with the value for this year and the value for the previous year in values. We are having an issue showing the previous year value when the customer name changes compared to the previous year. We can resolve this by removing the customer name from the rows but the report consumers wont know who the customer is just based on the customer reference.

 

We have put together an example pbix file with dummy data to demonstrate the issue:

https://www.dropbox.com/s/1zr73oap8ppkiup/Customer%20name%20changes%20-%20Customer%20Reference%20sta...

 

Is it possible to get the previous years value based on the customer reference whilst also showing the customer name?

 

Here is the measure from the file:

 

PY Value =
CALCULATE(
SUM('Table'[Value])
,PARALLELPERIOD('Table'[Date], -1, YEAR)
)
 
Many thanks
1 ACCEPTED SOLUTION
CNENFRNL
Super User III
Super User III

PY Value = 
CALCULATE(
    SUM( 'Table'[Value] ),
    PARALLELPERIOD( 'Table'[Date], -1, YEAR ),
    ALLEXCEPT( 'Table', 'Table'[Customer Reference] )
)

Screenshot 2021-06-14 204434.png

View solution in original post

2 REPLIES 2
CNENFRNL
Super User III
Super User III

PY Value = 
CALCULATE(
    SUM( 'Table'[Value] ),
    PARALLELPERIOD( 'Table'[Date], -1, YEAR ),
    ALLEXCEPT( 'Table', 'Table'[Customer Reference] )
)

Screenshot 2021-06-14 204434.png

View solution in original post

BB90
Regular Visitor

Perfect! Thank you very much

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