Dynamically identify new clients sales vs. old within the selected document date (year) selected

[sylpel]

Hello beloved community,

I would like to categorize my sale according to account creation date and sale date in the following manner:

Document date selected = 2019

Creation date = 2019 : Account label = GET

Creation date < 2019: Account label =  K&I

Document date selected = 2018

Creation date = 2018 : Account label = GET

Creation date < 2018: Account label =  K&I

Document date selected = 2017

Creation date = 2017 : Account label = GET  (New Accounts)

Creation date < 2017: Account label =  K&I  (Old Accounts)

This way, if my users select sales that occured in 2018, they are able to see the GET sales compared to the K&I sale of that year

Thank you!

Sylvie

[Nathaniel_C]

Hi @sylpel 

Please read this post to get your question answered more quickly:

https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

Nathaniel