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PBIX_COACH
Helper II
Helper II

Customer Count by Active Years

Hello Team I need some assistance getting a DAX formula to work for this. I have two tables (Customers sales table and Calendar table) connected by the date field and I would like to get a count of the total active years for that customer.

 

 

Screenshot 2023-03-22 051309.png

Any assistance would be greatly appreciated.

 

Thanks

1 ACCEPTED SOLUTION
tamerj1
Super User
Super User

Hi @PBIX_COACH 
You can use the matrix total column to present the Total Active Years (You can simply rename it). You need to replace the current measure (Measure1) with the following

Measure2 =
IF (
    ISINSCOPE ( 'Date'[Year] ),
    [Measure1],
    COUNTX ( VALUES ( 'Date'[Year] ), [Measure1] )
)

View solution in original post

5 REPLIES 5
PBIX_COACH
Helper II
Helper II

@tamerj1  nevermind, my misunderstanding I got it now! thanks so much

tamerj1
Super User
Super User

Hi @PBIX_COACH 
You can use the matrix total column to present the Total Active Years (You can simply rename it). You need to replace the current measure (Measure1) with the following

Measure2 =
IF (
    ISINSCOPE ( 'Date'[Year] ),
    [Measure1],
    COUNTX ( VALUES ( 'Date'[Year] ), [Measure1] )
)

@tamerj1  on another note how can I flag if there was a "win back" for example company A had a gap year in 2021 but returned in 2022?

@PBIX_COACH 
Please try

Measure2 =
IF (
    ISINSCOPE ( 'Date'[Year] ),
    [Measure1],
    VAR T1 =
        ADDCOLUMNS ( VALUES ( 'Date'[Year] ), "@Value", [Measure1] )
    VAR T2 =
        FILTER ( T1, [@Value] <> BLANK () )
    RETURN
        "Total Active Years: " & COUNTROWS ( T2 )
            & UNICHAR ( 10 ) & "Win Back Years: "
            & SUMX ( T2, INT ( ISEMPTY ( FILTER ( T2, [Year] = EARLIER ( [Year] ) - 1 ) ) ) )
)

thanks for the assist @tamerj1  but it's returning the total count for all companies by the year but I'm looking for the unique count of years. for example, company A has an activity for 3 years because it has data in 2019, 2020 and 2022 so it should return a total of 3 years active.

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