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Hi everyone!
I'm looking to get the difference for the distinct count of ID’s of the current period from the previous period.
table name 'test'
ID | Name | Question | Rating | Month | initial date | last update month | monthly buckets | previous count for last period (jan 2021-mar 2021 current period) |
A-yes | A | yes | Amber | 1/10/2020 | 1/10/2020 | 1/01/2021 | Oct 2020-Dec 2020 | 1 |
A-yes | A | yes | Amber | 1/01/2021 | 1/01/2021 | 1/02/2020 | Jan 2021-mar 2021 | |
A-yes | A | yes | Amber | 1/02/2021 | 1/01/2021 | 1/02/2020 | Jan 2021-mar 2021 | |
B-possible | B | possible | Amber | 1/10/2020 | 1/01/2020 | 1/02/2020 | Oct 2020-Dec 2020 | |
B-possible | B | possible | Amber | 1/02/2021 | 1/01/2021 | 1/05/2021 | Jan 2020-mar 2020 | |
B-possible | B | possible | Amber | 1/05/2021 | 1/01/2021 | 1/05/2021 | Apr 2021-Jun 2021 | |
C-not | C | not | red | 1/03/2020 | 1/03/2020 | 1/04/2020 | Jan 2020-mar 2020 | |
C-not | C | not | red | 1/04/2020 | 1/03/2020 | 1/05/2020 | Apr 2020-Jun 2020 | |
C-not | C | not | Amber | 1/05/2020 | 1/05/2020 | 1/07/2020 | Apr 2020-Jun 2020 | |
C-not | C | not | Amber | 1/07/2020 | 1/05/2020 | 1/07/2020 | Jul 2020-Sep 2020 |
So the scorecard visual count result would be: 1
desired result: amber for (jan 2021-mar 2021 current period): 1
my custom quarters is split into this formula: custom Q&Y = IF('Test'[Month] = 1 && Test[Year] = 2020, "Jan-Mar 2020",
IF('Test'[Month] = 2 && Test[Year] = 2020, "Jan-Mar 2020",
IF('Test'[Month] = 3 && Test[Year] = 2020, "Jan-Mar 2020",
IF('Test'[Month] = 4 && Test[Year] = 2020, "Apr-Jun 2020")))) Etc
note: the months are broken into; Jan-Mar, Apr-Jun, Jul-Sep, Oct-Dec.
i've been using this formula but it didn't work:
Many thanks in advance for sharing your expert help!
Hi, @Aj24
Not very clear.It is difficult for me to understand your needs if you only provide unusable formulas.
Can you share expected result of #current ID period,#Previous ID period ,#Period Difference of ID in excel?
Based on the information you have provided so far, I suggest to try the following formula to create a calendar table first:
Calendar = CALENDARAUTO()
custom Q&Y = SWITCH(Calendar[Date].[QuarterNo],1,"Jan-Mar",2,"Apr-Jun",3,"Jul-Sep",4,"Oct-Dec")&" "&Calendar[Date].[Year]
RanK Q&Y = RANKX('Calendar',Calendar[Date].[Year]*10+Calendar[Date].[QuarterNo],,ASC,Dense)
Best Regards,
Community Support Team _ Eason
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