Power Bi, compare a text column by month - powerbi

Question

I need a little help
+---------------------------------+-----------------+---------------+------------+
| Name | Opening Balance | Close Balance | Date |
+---------------------------------+-----------------+---------------+------------+
| LEAL MANZANO ABUNDIO | 394,732.87 | 406,866.31 | 31/08/2018 |
| LOPEZ GRANADOS CLAUDIA CAT | 382,567.83 | 382,567.83 | 31/08/2018 |
| ABARCA RODRIGUEZ ERNESTO | 394,142.32 | 394,142.32 | 31/08/2018 |
| OSOLLO JUAREZ PALOMA | 396,030.58 | 396,030.58 | 31/08/2018 |
| MACHUCA HERNANDEZ GUILLERM | 410,809.87 | 422,943.31 | 31/08/2018 |
| LEAL MANZANO ABUNDIO | 406,866.31 | 409,466.22 | 30/09/2018 |
| LOPEZ GRANADOS CLAUDIA CATALINA | 382,567.83 | 382,567.83 | 30/09/2018 |
| ABARCA RODRIGUEZ ERNESTO | 394,142.32 | 394,142.32 | 30/09/2018 |
| OSOLLO JUAREZ PALOMA | 396,030.58 | 396,030.58 | 30/09/2018 |
| MACHUCA HERNANDEZ GUILLERMO | 422,943.31 | 0 | 30/09/2018 |
| MACIAS SANCHEZ JOSE | 425,457.57 | 425,457.57 | 30/09/2018 |
| PARDINEZ BUCIO EDUARDO | 434,591.25 | 434,591.25 | 30/09/2018 |
| LEAL MANZANO ABUNDIO | 409,466.22 | 0 | 31/10/2018 |
| LOPEZ GRANADOS CLAUDIA CATALINA | 382,567.83 | 382,567.83 | 31/10/2018 |
| ABARCA RODRIGUEZ ERNESTO | 394,142.32 | 394,142.32 | 31/10/2018 |
| OSOLLO JUAREZ PALOMA | 396,030.58 | 396,030.58 | 31/10/2018 |
| MACHUCA HERNANDEZ GUILLERMO | 0 | 0 | 31/10/2018 |
+---------------------------------+-----------------+---------------+------------+
So i have this table with clients Names and dates, i need to compare how it changed month by month, to know how many ins and outs i had.
Thank you.

Answer 1

Samuel, I loaded your table into PowerBI and created the following visuals
This is accomplished by adding a new calculated column "Client Change." This basically adds a column that just puts in a field that identifies a new balance when opening is 0 and closing is > 0. Conversely, it sets the field to 'close balance' when thee opening balance > 0 and the closing = 0. I plunk it into a matrix and use the month grain from the native date hierarchy against the names. Some data fixing on the names is needed for truncated strings in your data set.
ClientChange =
if(AND([ Opening Balance ] = 0, [ Close Balance ] > 0 )
, "NewBalance"
, if(AND ([ Opening Balance ] > 0, [ Close Balance ] = 0)
, "Balance Closed"
, " -- "
)
)
I also added a measure 'client count' that counts all the rows where closing balance isn't 0.
ClientCount = COUNTX(FILTER(testData,[ Close Balance ] <> 0), testData[Name])
Hope it helps. Please note that there is an oddity with 'MACIAS SANCHEZ JOSE' -- he has a record in September but not in August or October. His neither his open nor close balance is 0. It doesn't quite make sense.