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Test1: LOAD [Person ID], MONTH, YEAR, Date(MonthStart(Date#(MONTH & '-' & YEAR, 'MMM-YYYY')), 'MMM-YYYY') as MonthYear, [Plan GRP], //[Plan GRP] as [prev Plan Grp], [New Enrollment], Enrollment, Disenrollment FROM [..\Desktop\Test1.xlsx] (ooxml, embedded labels, table is Sheet3); FinalTest: LOAD *, If([Person ID] = Previous([Person ID]), Previous([Plan GRP])) as [prev Plan Grp] Resident Test1 Order By [Person ID], MonthYear; DROP Table Test1;
Pivot Report Expression = =count({$<[Plan GRP]={'A','B','C','D'}>} ([Person ID]))
It does give me output as long as im comparing it with just previous month, but my users want open date selection option.