topic Re: Volume lost for 12 months prior to customer loss in DAX Commands and Tips

Volume lost for 12 months prior to customer loss

BudMan512 — Wed, 31 Jan 2024 17:07:28 GMT

I am trying to determine the number of Gallons Lost during the 12-month period, prior to the End Date of the Account.

There are three tables provided in the data. A link to the data is provided.

Here is the Customer table. The End Date is the date a customer is lost.

Each customer has deliveries of fuel that are measured in Gallons. Some of the deliveries fall within the 12 months prior to the end date and some do not. I need only the gallons that do fall within that time period.

Here is the Sales Table

Also included in the data is a Calendar table ranging from 1/1/2022 to 12/31/2024.

One complication with the Calendar Table is that it is used for both the End Date of the customer and elsewhere in the report, for the customer Start Date.

In conclusion, I need the sum of Gallons Lost for the 12 months prior to the customer’s End Date.

Here is the link to an Excel spreadsheet containing the data tables.

https://1drv.ms/x/s!An-c-kQsqoNPglOF0ahWAx-kJHQh?e=uqaV1Q

Re: Volume lost for 12 months prior to customer loss

speedramps — Wed, 31 Jan 2024 17:59:48 GMT

We want to help you but you keep posting links that do not work.

Please ask friend, collegaue or manager to help show you how to share example data exeternally via OneDrive, Dropbox or Sharepoint.

It just wastes your time and our time if you keep sharing broken links. Thank you

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Wed, 31 Jan 2024 18:27:52 GMT

My apologies, I tested the link several time and it worked fine. I will get one that works.

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Wed, 31 Jan 2024 22:04:05 GMT

speedramps

Hopefully this one works.

https://www.dropbox.com/scl/fi/hk8lm12ertmgbm1828jqb/Customers-lost-with-previous-years-gallons-1.xlsx?rlkey=ek3kedl446up7qz7j6da45ujs&dl=0

Re: Volume lost for 12 months prior to customer loss

Anonymous — Mon, 05 Feb 2024 06:24:17 GMT

Hi BudMan512 ,

According to your description, here are my steps you can follow as a solution.

(1) My test data is the same as yours.

(2) We can create a calculated column on Customer table.

Gallons lost = VAR _date = EDATE ( [End Date], -12 ) RETURN CALCULATE ( SUM ( 'Sales'[Gallons] ), FILTER ( 'Sales', Sales[Account] = EARLIER ( 'Customer'[Account] ) && 'Sales'[Delivery Date] >= _date && 'Sales'[Delivery Date] <= EARLIER ( 'Customer'[End Date] ) ) )

(3) Then the result is as follows.

Best Regards,

Neeko Tang

If this post  helps, then please consider Accept it as the solution  to help the other members find it more quickly.

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Mon, 05 Feb 2024 19:46:34 GMT

Thank you Neeko, I appreciate your help. I may not be able to try this until tomorrow but I would be happy to mark it as complete. It looks good, thank you.

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Mon, 05 Feb 2024 23:31:08 GMT

@v-tangjir-msft

Hi Neeko, this worked perfectly. Thank you for helping me.

Bud

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Mon, 05 Feb 2024 23:34:57 GMT

speedramps

As I did not hear back from you on this I assume yet another data link bit the dust.

Even though I couldn't give you the solution on this, I did learn a lot from you about the process, so thank you for that.

Bud

Re: Volume lost for 12 months prior to customer loss

speedramps — Mon, 05 Feb 2024 23:38:41 GMT

Hi Bud

I will try take a look tomorrow.

I am unpaid volunteer but like to help

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Tue, 06 Feb 2024 13:46:10 GMT

speedramps

Someone else has provided the Solution to my question.

Thank you for the time you invested to help me better understand the process.

I do appreciate it.

Bud

Re: Volume lost for 12 months prior to customer loss

BudMan512 — Thu, 08 Feb 2024 14:49:46 GMT

Anonymous

Hi Neeko,

I have run into a snag with the provided formula. Results are wrong when there are 2 or more customers with the same end date and the values are duplicated. Below is a screenshot of the problem.

I wonder if you would mind taking a look at this?

Thanks,

Bud