topic Re: DAX Help, customers new vs existing in DAX Commands and Tips

DAX Help, customers new vs existing

Anonymous — Wed, 21 Oct 2020 09:28:05 GMT

Hi,

So I want to select any given month, which will return all the customers in that month only AND I then want to check those customers against a specific period to see whether they are a new customer or returning customer, what's the best way to go on about this?

Thanks

Re: DAX Help, customers new vs existing

AlB — Wed, 21 Oct 2020 09:50:46 GMT

Hi Anonymous

One option would be to:

1. Place Client_Name in the rows of a table visual

2. Create a measure that will return "Returning" for the clients present in the selected period and in the previous period and "New" for the others

3. Place that measure in the visual

Regarding point 2: if the previous period is fixed, for instance the 12 months before the selected period, you could hardcode it in the code. Otherwise you could create a one column table with the number of months to cover backwards from the current period, place it in a slicer, let the user choose it and read that value in your measure

You'd need to provide a sample of the data as example and be more specific about the expected result to get a more specific answer.

Please mark the question solved when done and consider giving a thumbs up if posts are helpful.

Contact me privately for support with any larger-scale BI needs, tutoring, etc.

Cheers

Re: DAX Help, customers new vs existing

Anonymous — Wed, 21 Oct 2020 10:09:00 GMT

You can start with this: https://www.daxpatterns.com/new-and-returning-customers/