Find new services given to client

[Anonymous]

Hi Guys,
I need to find new services which we have given to client in an year.
So for instance in 2016 im giving auditing services to my client and in 2016 itself i started giving advisory services to that client , so according to this  i have added new service in 2016.

How can i achieve this guys??

[kentyler]

You will need to have records of services given to clients that have a date field and perhaps a service type field

You can write a dax measure that executes in the context of a client record that sets a beginning date and an end date and then uses calculate() to return the new services for that date period. You will probably have to calculate all the services given previous to your period and then use EXCEPT() to find the service types in your period that were not given before.

This can be a pretty big bite.

If you'd like to do a screen share and talk it over. I'm available. Send me an email with a good date and time and I'll send you a zoom meeting invitation.

Ken Tyler

510.384.7321

http://personalpowerbitrainer.com/