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alex12432's avatar
alex12432
New Member
3 years ago

recreating matrix as measure with calculated column

HI there,

 

I'm in quiet a pickle, I appreciate any help
I'm using a powerBI shared Dataset and I don't have the power query options; I was wondering if it's possible to recreate a matrix using a measure since measures are the only thing I can use in this case; 

my data is as follow: it rapresents people from comapnies enrolled in training courses and I'd like to know if a company is a recurring customer or not.

I would like to create a matrix (counting the number of participant by year) with a calculated column, is it possible to do it only using measures? the calculated column would be a field with Yes or NO based if a company is a returning customer:

the logic of the returning would be:
- if a company has at least 1 person enrolled in 2022 and none in previous years = YES

- if a company has at least 1 person enrolled in any other year and not in 2022 = NO
- if a company has at least 1 person enrolled in previous years and in 2022 = YES

 

I appreciate any help, thanks

matrix
Measures
shared dataset

3 Replies

  • tamerj1's avatar
    tamerj1
    Icon for Community Champion rankCommunity Champion
    3 years ago

    Hi alex12432 

    not through a calculated column but a solution to this problem is possible. However, the provided description of "Returning Customers" is not clear. Please provide proper and clear definition of "Returning Customers". 

    • alex12432's avatar
      alex12432
      New Member
      3 years ago

      Hi tamerj1

      I Really appreciate the help

       

      in this case customers are companies and values rapresent people from those companies enrolled in training programs through the years;
      A returning customer is a company with at least 1 person enrolled in 2022 and at least 1 person in any of the 2 yers before:

      I've created a little table, hopefully will clear any doubts around what I'm trying to create

  • tamerj1's avatar
    tamerj1
    Icon for Community Champion rankCommunity Champion
    3 years ago

    Hi alex12432 

    please use a matrix visual, place  Company in the rows and Year in the columns, activate the total column and place the following measure in the values of the matrix 

    =
    VAR NormalResult =
    DISTINCTCOUNT ( 'Table'[Person] )
    VAR MaxYear = 2022
    VAR MaxYearCount =
    CALCULATE ( DISTINCTCOUNT ( 'Table'[Person] ), 'Date'[Year] = MaxYear )
    VAR PreviousYearsSales =
    CALCULATE ( DISTINCTCOUNT ( 'Table'[Person] ), 'Date'[Year] < MaxYear )
    RETURN
    IF (
    HASONEVALUE ( 'Date'[Year] ),
    NormalResult,
    SWITCH (
    TRUE (),
    MaxYearCount = BLANK (), "NO",
    PreviousYearsSales = BLANK (), "NEW",
    "YES"
    )
    )