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Urvashi
Regular Visitor

DAX Help in Finding NEW Service

Hi

 

I am new to DAX and need help with the below issue. I need to find if a service is new or ongoing based on following conditions.

 

For DP Service - if a customer has received the same service more than once and the difference in (Next Service Start Date - Previous Service End Date) >1, then it's a 'New' service.

 

For HC Service - if a customer has received the same service more than once and the difference in (Next Service Start Date - Previous Service End Date )>7, then it's a 'New' service.

 

I need to produce result as shown below.

 

 

Customer IDService TypeStart DateEnd DateRankxDuplicate CountRESULT
21563DP17/06/2019 12New
21563DP03/04/2020 22New
21563HC19/01/201706/01/201913New
21563HC07/01/201901/04/202023 
21563HC03/04/2020 33 
89326DP21/01/201918/07/201912New
89326DP19/07/201922/08/201922 
89326HC18/06/201622/08/201912New
89326HC05/09/201931/12/201922New

 

 

Thanks in advance.

 

2 REPLIES 2
wdx223_Daniel
Super User
Super User

@Urvashi 

Result :=
VAR _CurrentStartDate =
    MAX ( Table2[Start Date] )
VAR _PreviousStartDate =
    CALCULATE (
        MAX ( Table2[Start Date] ),
        Table2[Start Date] < _CurrentStartDate,
        ALLEXCEPT ( Table2, Table2[Customer ID], Table2[Service Type] )
    )
VAR _PreviousEndDate =
    CALCULATE (
        MAX ( Table2[End Date] ),
        Table2[Start Date] = _PreviousStartDate,
        ALLEXCEPT ( Table2, Table2[Customer ID], Table2[Service Type] )
    )
VAR _CurrentType =
    MAX ( Table2[Service Type] )
RETURN
    IF (
        _CurrentStartDate - _PreviousEndDate
            > IF ( _CurrentType = "PD", 1, 7 ),
        "New"
    )

wdx223_Daniel_0-1606040869487.png

 

MattAllington
Community Champion
Community Champion

This is actually quite complex, but it has been solved before. I have followed this pattern and it works as advertised. https://www.daxpatterns.com/new-and-returning-customers/



* Matt is an 8 times Microsoft MVP (Power BI) and author of the Power BI Book Supercharge Power BI.
I will not give you bad advice, even if you unknowingly ask for it.

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