Problem with a report for comparing row by row

Hi Experts,

I hope that you can help me to solve my problem.

Relating to the topic Compare row by row, I have created a report by using the solution given. Thanks to my application (management of grants: a grant contains general information and is linked to contacts, legal references and portfolios), when an update is done, a new row is entered in the History table for the specific objects.  My purpose was to compare row by row information in order to show the updates.

I have used this solution in the topic previous for comparing the row on the Contacts:

• Create a variable:

     Contacts_Ranking_values =Sum(Rank([contact person]))In([Id Hist])

• Create another variable

     updated_contacts =If [Contacts_Ranking_values] <> Previous([Contacts_Ranking_values]) Then "UPDATED" Else "NO UPDATE"

• Create another variable

     Contacts_Final_Output = Max([updated_contacts])In([Id Hist])

• Drag Contacts_Final_output to the table

Thus the desired output is ok. Nevertheless in order to filter for displaying only the "UPDATED" rows I had to create another dimension

dim_updated Contacts = if [Contacts_Final_Output] = "UPDATED" then "UPDATED" else "NO UPDATE".

I obtain this report:

It's perfect. I have created a new report in the same document in order to do the same for legal reference:

And it's perfect working.

I have equally do the same for portfolio. But I have adapted the variables, because a portfolio can have a value:

• Portfolios_Ranking_values = Sum(Rank([Value Portfolio HIST]))In([Id HIST])
• Portfolios_Ranking_Id = Sum(Rank([Id Portfolio Hist]))In([Id Hist])
• updated_portfolios = NoFilter(If ( ([Portfolio_Ranking_values] <> Previous([Portfolio_Ranking_values])) Or ([Portfolio_Ranking_Id] <> Previous([Portfolio_Ranking_Id])) )Then "UPDATED" Else "NO UPDATE")
• Portfolios_Final_Output = Max([updated_portfolios])In([Id Hist])
• dim_updated Portfolio = if [Portfolios_Final_Output] = "UPDATED" then "UPDATED" else "NO UPDATE".

I obtain this report and it's perfect, because if the value of a portfolio has changed, or if a portfolio is added or deleted, "UPDATED" is visible:

MY PROBLEM

I would like now to create an overview report in the same document, in order to have a summary of the detailed reports (contact, legal reference and portfolio) like:

We can see that for contact and legal reference all is perfect, BUT for Portfolio, the value for dim_updated Portfolio is not correct when only the value of a portfolio has been updated.

Indeed if we see the id Hist 10 229 and 10 230,  "UPDATED" should be visible (the portfolios are the same, but the values have changed...). For the last row 10231,  a portfolio has been deleted and the other has a different value, but UPDATED is visible...

I think that the problem is due to the value (problem in "updated portfolios" variable ???).

I have tried to split the formula for having 2 separated treatment (updated_portfolios_id, updated_portfolios_value and Portfolios_Id_Final_Output, Portfolios_Values_Final_Output ), but the display for the value is still incorrect when the value of a portfolio change:

Thus the problem comes from the dimension variable "dim_updated Portfolio_Values".

Could you please help me to solve this problem?

Thanks