topic Finding customer status for a given date in DAX Commands and Tips

Finding customer status for a given date

akfir — Sun, 05 Feb 2023 06:28:11 GMT

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

Re: Finding customer status for a given date

FreemanZ — Sun, 05 Feb 2023 07:09:19 GMT

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:

Re: Finding customer status for a given date

akfir — Sun, 05 Feb 2023 07:29:45 GMT

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

Re: Finding customer status for a given date

FreemanZ — Sun, 05 Feb 2023 08:01:31 GMT

hi akfir

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

Re: Finding customer status for a given date

akfir — Sun, 05 Feb 2023 08:07:27 GMT

yes please.

have a look in customer 456. First Purchase Date is later than latest Status change date. therefore value should be "d"

Re: Finding customer status for a given date

FreemanZ — Sun, 05 Feb 2023 08:36:22 GMT

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 )

Re: Finding customer status for a given date

akfir — Sun, 05 Feb 2023 08:59:57 GMT

Perfect thanks!