Filter by Customer Segment

[Milan14]

Hi everyone,

I would like to calculate 

Q1. total count of visit;

Q2. total spend 

for each user on the last 3 months, last 6 months and last 9 months.

Filter created:

3 filters are required as per user requested.

Formula applied for time period:

Last 3 months: EOMONTH(TodayDate, -3)

Last 6 months: EOMONTH(TodayDate, -6)

Last 9 months: EOMONTH(TodayDate, -9)

Date Outcome:

Last 3 months: From 1 December, 2022 until yesterday

Last 6 months: From 1 September, 2022 until yesterday

Last 9 months: From 1 June, 2022 until yesterday

Sample Data:

Expected Outcome:

When user selected Time Period = "Last 3 Months" and Frequency = "2 to 4 times"

When user further filter by selected Amount = "RM100 and below"

Does anyone have any ideas what kind of formula I should apply?

Any help would be much appreciated.

Thanks in advance!

Kindly Regards,

Milan

[Anonymous · Accepted solution]

Hi @Milan14 ,

I have created a simple sample, please refer to my pbix file.

How to Get Your Question Answered Quickly 

If it does not help, please provide more details with your desired output and pbix file without privacy information (or some sample data) .

Best Regards
Community Support Team _ Polly

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.