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JNelson
Helper II
Helper II

Calculating quote ages

Hello,

 

I have a data set with month and count of quotes. I need a measure that will calculate Count the number of quotes that are: current (1 - 4 months); 5 - 7 months old; 8 - 12months old and greater than 12 months old based off today's current month. 

An example of what I want is below. I will then put the measures into a bar chart to see the "age" of the quotes.

 

TIA

 

JNelson_0-1696308821205.png

 

1 ACCEPTED SOLUTION
ChiragGarg2512
Solution Sage
Solution Sage

@JNelson , First create a month bucket[column] where there can be a classification of month partition. 

Ex. Column

Month Bucket =
var _diff = datediff([Date], today(), month) +1
return
Switch(true(),
_diff <=4 , "   1 - 4 Months",
_diff <=7 , "  5 - 7 Months",
_diff <=12 , " 8 - 12 Months",
">12 Months"
)
 
After creating the above column create a measure
sum = Calculate(SUMX(q4, q4[No. of Quotes]), FILTER(ALL(q4), q4[Month Bucket] = SELECTEDVALUE(q4[Month Bucket])))
 
Replace q4 with the table name.
 
ChiragGarg2512_0-1696335872010.png

 

View solution in original post

2 REPLIES 2
ChiragGarg2512
Solution Sage
Solution Sage

@JNelson , First create a month bucket[column] where there can be a classification of month partition. 

Ex. Column

Month Bucket =
var _diff = datediff([Date], today(), month) +1
return
Switch(true(),
_diff <=4 , "   1 - 4 Months",
_diff <=7 , "  5 - 7 Months",
_diff <=12 , " 8 - 12 Months",
">12 Months"
)
 
After creating the above column create a measure
sum = Calculate(SUMX(q4, q4[No. of Quotes]), FILTER(ALL(q4), q4[Month Bucket] = SELECTEDVALUE(q4[Month Bucket])))
 
Replace q4 with the table name.
 
ChiragGarg2512_0-1696335872010.png

 

Perfect! Thank you so much

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