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akfir's avatar
akfir
Helper V
3 years ago
Solved

Finding customer status for a given date

Hi Masters,
Given is a table of status changes of customers (Old Status, New Status, Change Date, Previous Change Date) as described:

Also given is the column "First Purchase Date" which is constant for each Customer ID.
I wish to add a calculated column which will return the customer status of each customer while his first purchase.
in the example above, customer 123 first purchase date is 15/01/2022. therefore, according to his status changes dates his status while first purchase was "b" (15/1/2022 is between 01/01/2022 and 01/02/2022)

thanks for helping out.
Amit

  • hi akfir 

    then try like:

    StatusWhileFirstPurhcase2 = 
    VAR _customer = [CustomerID]
    VAR _firstdate = [FirstPurchaseDate]
    VAR _value1 = 
    MAXX(
        FILTER(
            TableName,
            TableName[CustomerID]=_customer
                &&TableName[StatusChangeDate]>=_firstdate
                &&TableName[PreviousChangeDate]<=_firstdate
        ),
        TableName[OldStatus]
    )
    VAR _value2 =
    MAXX(
        TOPN(
            1,
            FILTER(
                TableName,
                TableName[CustomerID]=_customer
            ),
            TableName[StatusChangeDate]
        ),
        TableName[NewStatus]
    )
    RETURN
    IF( _value1<>BLANK(), _value1,  _value2 )

     

6 Replies

  • hi akfir 

    try to add a column like:

    StatusWhileFirstPurhcase2 = 
    VAR _customer = [CustomerID]
    VAR _firstdate = [FirstPurchaseDate]
    RETURN
    MAXX(
        FILTER(
            TableName,
            TableName[CustomerID]=_customer
                &&TableName[StatusChangeDate]>=_firstdate
                &&TableName[PreviousChangeDate]<=_firstdate
        ),
        TableName[OldStatus]
    )

     

    i worked like:

     

    • akfir's avatar
      akfir
      Helper V

      thanks for your quick reply!
      it seems good but fail to show values in cases where FIRST PURCHASE DATE is larger than any status change date and then it returns BLANK instead of i guess NEW Status

      • FreemanZ's avatar
        FreemanZ
        Super User

        hi akfir 

        could you enrich your sample data and let us see how it works?