Finding customer status for a given date

[akfir]

Hi Masters,
Given is a table of status changes of customers (Old Status, New Status, Change Date, Previous Change Date) as described:

Also given is the column "First Purchase Date" which is constant for each Customer ID.
I wish to add a calculated column which will return the customer status of each customer while his first purchase.
in the example above, customer 123 first purchase date is 15/01/2022. therefore, according to his status changes dates his status while first purchase was "b" (15/1/2022 is between 01/01/2022 and 01/02/2022)

thanks for helping out.
Amit

[FreemanZ]

hi @akfir 

try to add a column like:

StatusWhileFirstPurhcase2 = 
VAR _customer = [CustomerID]
VAR _firstdate = [FirstPurchaseDate]
RETURN
MAXX(
    FILTER(
        TableName,
        TableName[CustomerID]=_customer
            &&TableName[StatusChangeDate]>=_firstdate
            &&TableName[PreviousChangeDate]<=_firstdate
    ),
    TableName[OldStatus]
)

i worked like:

[akfir]

thanks for your quick reply!
it seems good but fail to show values in cases where FIRST PURCHASE DATE is larger than any status change date and then it returns BLANK instead of i guess NEW Status

[FreemanZ]

hi @akfir 

could you enrich your sample data and let us see how it works?

[akfir]

yes please.

have a look in customer 456. First Purchase Date is later than latest Status change date. therefore value should be "d"

[FreemanZ · Accepted solution]

hi @akfir 

then try like:

StatusWhileFirstPurhcase2 = 
VAR _customer = [CustomerID]
VAR _firstdate = [FirstPurchaseDate]
VAR _value1 = 
MAXX(
    FILTER(
        TableName,
        TableName[CustomerID]=_customer
            &&TableName[StatusChangeDate]>=_firstdate
            &&TableName[PreviousChangeDate]<=_firstdate
    ),
    TableName[OldStatus]
)
VAR _value2 =
MAXX(
    TOPN(
        1,
        FILTER(
            TableName,
            TableName[CustomerID]=_customer
        ),
        TableName[StatusChangeDate]
    ),
    TableName[NewStatus]
)
RETURN
IF( _value1<>BLANK(), _value1,  _value2 )

[akfir]

Perfect thanks!