topic Re: Calculating dates > 365 days from 3 columns in DAX Commands and Tips

Calculating dates > 365 days from 3 columns

adam_macs — Thu, 09 Feb 2023 16:39:46 GMT

Hi, I am creating a report that examines CRM leads and the date that there was last an activity (email, phone call, appointment).

I would like to create a measure that returns TRUE, FALSE, if the maximum date from the 3 activity date columns (which sit in different tables) is >365 days from Today() return TRUE. And if all three date columns are blank also return TRUE.

I essentially want to filter all the leads that have had no activity on them for greater than a year (with the end purpose being to flag them with the lead owners). Is this possible with my current schema? Or should I create some calculated columns using LOOKUPVALUE?

Re: Calculating dates > 365 days from 3 columns

tamerj1 — Thu, 09 Feb 2023 16:41:57 GMT

Hi adam_macs

Please try

Status =
VAR A =
RELATED ( appointments[creationDate] )
VAR E =
RELATED ( emails[creationDate] )
VAR PH =
RELATED ( phonecalls[creationDate] )
VAR LastActivity =
MAXX ( { A, E, PH }, [Value] )
RETURN
IF ( DATEDIFF ( LastActivity, TODAY (), DAY ) < 365, "Active", "Inactive" )

Re: Calculating dates > 365 days from 3 columns

adam_macs — Thu, 09 Feb 2023 16:52:30 GMT

hi tamerj1 , it doesn't seem to be picking up the relationship for some reason and returns:

The column 'appointments[creationDate]' either doesn't exist or doesn't have a relationship to any table available in the current context.

Re: Calculating dates > 365 days from 3 columns

tamerj1 — Thu, 09 Feb 2023 16:54:13 GMT

adam_macs

You should be creating this calculted column in the kegacyleads table.

Re: Calculating dates > 365 days from 3 columns

adam_macs — Thu, 09 Feb 2023 17:00:31 GMT

Thats worked! Thankyou. One problem is it is show leads with no dates at all as active. Any ideas on how to sidestep this and show them as inactive?

Re: Calculating dates > 365 days from 3 columns

tamerj1 — Thu, 09 Feb 2023 17:02:31 GMT

adam_macs

Status =
VAR A =
RELATED ( appointments[creationDate] )
VAR E =
RELATED ( emails[creationDate] )
VAR PH =
RELATED ( phonecalls[creationDate] )
VAR LastActivity =
MAXX ( { A, E, PH }, [Value] )
RETURN
IF ( DATEDIFF ( COALESCE ( LastActivity, TODAY ( ) ), TODAY (), DAY ) < 365, "Active", "Inactive" )

Re: Calculating dates > 365 days from 3 columns

adam_macs — Thu, 09 Feb 2023 17:07:13 GMT

Unfortunately still feeding as active with that updated code:

Re: Calculating dates > 365 days from 3 columns

tamerj1 — Thu, 09 Feb 2023 17:45:23 GMT

adam_macs

Perhaps DATEDIFF returns blank if any of the dates is blank. I think the simple subtraction will do the job

Status =
VAR A =
RELATED ( appointments[creationDate] )
VAR E =
RELATED ( emails[creationDate] )
VAR PH =
RELATED ( phonecalls[creationDate] )
VAR LastActivity =
MAXX ( { A, E, PH }, [Value] )
RETURN
IF ( INT ( TODAY ( ) - LastActivity ) ) < 365, "Active", "Inactive" )