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StephenK's avatar
StephenK
Icon for Resolver I rankResolver I
5 years ago
Solved

Repeat Users within Rolling 12 Month Period

Hey guys, 

 

I need some help coming up with a calculated column. I have two tables... 

 

a calendar table (has contiguous dates): 

 

Date              Exercise

1/1/2020 
1/2/2020 
1/3/2020 
1/4/2020FY20 Exercise 1
1/5/2020 
… 
3/1/2020FY20 Exercise 2
… 
12/31/2020 
1/1/2021 
1/2/2021FY21 Exercise 1
… 

 

and a fact table (does not have contiguous dates): 

 

Exercise                Date           PersonID

FY20 Exercise 11/4/2020    1
FY20 Exercise 23/1/2020    1
FY20 Exercise 23/1/2020    2
FY19 Exercise 23/1/2019    3
FY21 Exercise 11/2/2021    3

 

 

these are related on the Exercise column.

 

What I need to do is create a calculated column in my fact table indicating via a flag if a PersonID showed up at least twice in exercises within a rolling 12 month period. The end date of the twelve month period would be the date of the most recent exercise they participated in. The start date of the period would be the most recent exercise in which they participated that is within 12 months prior of the end date exercise.

 

so for example PersonID 1 participated in two exercises within a 12 month period. PersonID 2 only participated in one.

Person ID 3 participated in two exercises, BUT NOT in a rolling 12 month period. 

 

Output would look like:

 

Exercise                Date        PersonID  IsRepeat

FY20 Exercise 11/4/2020    1    1
FY20 Exercise 23/1/2020    1    1
FY20 Exercise 23/1/2020    2    0
FY19 Exercise 23/1/2019    3    0
FY21 Exercise 11/2/2021    3    0

 

 

  • try this calculated column formula

    IsRepeat=VAR _id=FactTable[PersonID] VAR _tbl=FILTER(FactTable,FactTable[PersonID]=_id) VAR _max=MAXX(_tbl,FactTable[Date]) VAR _2ndMax=MAXX(FILTER(_tbl,FactTable[Date]<_max),FactTable[Date]) RETURN IF(_max<=EDATE(_2ndMax,12),1,0)

1 Reply

  • wdx223_Daniel's avatar
    wdx223_Daniel
    Icon for Community Champion rankCommunity Champion

    try this calculated column formula

    IsRepeat=VAR _id=FactTable[PersonID] VAR _tbl=FILTER(FactTable,FactTable[PersonID]=_id) VAR _max=MAXX(_tbl,FactTable[Date]) VAR _2ndMax=MAXX(FILTER(_tbl,FactTable[Date]<_max),FactTable[Date]) RETURN IF(_max<=EDATE(_2ndMax,12),1,0)