Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Add up only the first purchase

Really struggling with this one:    I have clients who pay quarterly. For 2020, I need to add up ONLY their first fees.    So if my new clients this year are:    CLIENT    FEE DATE      FEE PAI...
CNENFRNL's avatar
CNENFRNL
Icon for Community Champion rankCommunity Champion
6 years ago

Hi, Anonymous , I think this is what you want,

Amount first paid = 
SUMX (
    VALUES ( RECEIVABLE[CLIENT] ),
    CALCULATE (
        SUM ( RECEIVABLE[FEEPAID] ),
        VAR __first_date =
            CALCULATE ( MIN ( RECEIVABLE[FEEDATE] ) )
        RETURN
            FILTER ( ALL ( RECEIVABLE[FEEDATE] ), RECEIVABLE[FEEDATE] = __first_date )
    )
)

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Sorry, didn't get the notification that there was a reply. Am going to give this a try!