Power BI is turning 10! Tune in for a special live episode on July 24 with behind-the-scenes stories, product evolution highlights, and a sneak peek at what’s in store for the future.
Save the dateEnhance your career with this limited time 50% discount on Fabric and Power BI exams. Ends August 31st. Request your voucher.
Hi!
Im a beginner in PowerBI.
I need help in creating this view.
Suppose I have this transactional dataset.
What I want to get are the counts of customers with consistent transaction for the past 3 months, 6 months, and even 12 months (relative to the month of reference and category)
Here's the result I would want to achieve:
I think this can be resolved through DAX but let I am open with any suggestions.
Thanks!!
Solved! Go to Solution.
Hi,
Please check the below picture and the attached pbix file.
I tried to create a sample pbix file like below.
Past 3 months consistent customers count: =
VAR _selectedcategory =
VALUES ( Category[Category] )
VAR _pastmonthsnumberselect = 3
VAR _selectedmonthenddate =
MAX ( 'Calendar'[End of Month] )
VAR _startdate =
EOMONTH ( _selectedmonthenddate, - _pastmonthsnumberselect ) + 1
VAR _monthlycalendartable =
SUMMARIZE (
FILTER (
ALL ( 'Calendar' ),
'Calendar'[Date] <= _selectedmonthenddate
&& 'Calendar'[Date] >= _startdate
),
'Calendar'[Month-Year]
)
VAR _newtable =
FILTER (
SUMMARIZE (
ADDCOLUMNS (
FILTER (
SUMMARIZE (
ALL ( Data ),
Category[Category],
Customer[Cust_ID],
'Calendar'[Month-Year]
),
'Calendar'[Month-Year]
IN _monthlycalendartable
&& Category[Category] IN _selectedcategory
),
"@amountsum", CALCULATE ( SUM ( Data[Amount] ) )
),
Customer[Cust_ID],
'Calendar'[Month-Year],
[@amountsum]
),
[@amountsum] <> 0
)
VAR _groupbycustomer =
FILTER (
GROUPBY (
_newtable,
Customer[Cust_ID],
"@monthcount", SUMX ( CURRENTGROUP (), 1 )
),
[@monthcount] >= _pastmonthsnumberselect
)
VAR _result =
COUNTROWS ( _groupbycustomer )
RETURN
_result + 0
Past 6 months consistent customers count: =
VAR _selectedcategory =
VALUES ( Category[Category] )
VAR _pastmonthsnumberselect = 6
VAR _selectedmonthenddate =
MAX ( 'Calendar'[End of Month] )
VAR _startdate =
EOMONTH ( _selectedmonthenddate, - _pastmonthsnumberselect ) + 1
VAR _monthlycalendartable =
SUMMARIZE (
FILTER (
ALL ( 'Calendar' ),
'Calendar'[Date] <= _selectedmonthenddate
&& 'Calendar'[Date] >= _startdate
),
'Calendar'[Month-Year]
)
VAR _newtable =
FILTER (
SUMMARIZE (
ADDCOLUMNS (
FILTER (
SUMMARIZE (
ALL ( Data ),
Category[Category],
Customer[Cust_ID],
'Calendar'[Month-Year]
),
'Calendar'[Month-Year]
IN _monthlycalendartable
&& Category[Category] IN _selectedcategory
),
"@amountsum", CALCULATE ( SUM ( Data[Amount] ) )
),
Customer[Cust_ID],
'Calendar'[Month-Year],
[@amountsum]
),
[@amountsum] <> 0
)
VAR _groupbycustomer =
FILTER (
GROUPBY (
_newtable,
Customer[Cust_ID],
"@monthcount", SUMX ( CURRENTGROUP (), 1 )
),
[@monthcount] >= _pastmonthsnumberselect
)
VAR _result =
COUNTROWS ( _groupbycustomer )
RETURN
_result + 0
# Detension =
VAR __n = MAX( SPAN[Consecutive] )
VAR __p = DATESINPERIOD( DATES[Date], MAX( DATES[Date] ), - __n, MONTH )
RETURN
COUNTROWS(
FILTER(
VALUES( DATA[Cust_ID] ),
CALCULATE( DISTINCTCOUNT( DATES[Yr-Mn] ), CALCULATETABLE( DATA, __p ) ) = __n
)
) + 0
Thanks to the great efforts by MS engineers to simplify syntax of DAX! Most beginners are SUCCESSFULLY MISLED to think that they could easily master DAX; but it turns out that the intricacy of the most frequently used RANKX() is still way beyond their comprehension! |
DAX is simple, but NOT EASY! |
Hi,
Please check the below picture and the attached pbix file.
I tried to create a sample pbix file like below.
Past 3 months consistent customers count: =
VAR _selectedcategory =
VALUES ( Category[Category] )
VAR _pastmonthsnumberselect = 3
VAR _selectedmonthenddate =
MAX ( 'Calendar'[End of Month] )
VAR _startdate =
EOMONTH ( _selectedmonthenddate, - _pastmonthsnumberselect ) + 1
VAR _monthlycalendartable =
SUMMARIZE (
FILTER (
ALL ( 'Calendar' ),
'Calendar'[Date] <= _selectedmonthenddate
&& 'Calendar'[Date] >= _startdate
),
'Calendar'[Month-Year]
)
VAR _newtable =
FILTER (
SUMMARIZE (
ADDCOLUMNS (
FILTER (
SUMMARIZE (
ALL ( Data ),
Category[Category],
Customer[Cust_ID],
'Calendar'[Month-Year]
),
'Calendar'[Month-Year]
IN _monthlycalendartable
&& Category[Category] IN _selectedcategory
),
"@amountsum", CALCULATE ( SUM ( Data[Amount] ) )
),
Customer[Cust_ID],
'Calendar'[Month-Year],
[@amountsum]
),
[@amountsum] <> 0
)
VAR _groupbycustomer =
FILTER (
GROUPBY (
_newtable,
Customer[Cust_ID],
"@monthcount", SUMX ( CURRENTGROUP (), 1 )
),
[@monthcount] >= _pastmonthsnumberselect
)
VAR _result =
COUNTROWS ( _groupbycustomer )
RETURN
_result + 0
Past 6 months consistent customers count: =
VAR _selectedcategory =
VALUES ( Category[Category] )
VAR _pastmonthsnumberselect = 6
VAR _selectedmonthenddate =
MAX ( 'Calendar'[End of Month] )
VAR _startdate =
EOMONTH ( _selectedmonthenddate, - _pastmonthsnumberselect ) + 1
VAR _monthlycalendartable =
SUMMARIZE (
FILTER (
ALL ( 'Calendar' ),
'Calendar'[Date] <= _selectedmonthenddate
&& 'Calendar'[Date] >= _startdate
),
'Calendar'[Month-Year]
)
VAR _newtable =
FILTER (
SUMMARIZE (
ADDCOLUMNS (
FILTER (
SUMMARIZE (
ALL ( Data ),
Category[Category],
Customer[Cust_ID],
'Calendar'[Month-Year]
),
'Calendar'[Month-Year]
IN _monthlycalendartable
&& Category[Category] IN _selectedcategory
),
"@amountsum", CALCULATE ( SUM ( Data[Amount] ) )
),
Customer[Cust_ID],
'Calendar'[Month-Year],
[@amountsum]
),
[@amountsum] <> 0
)
VAR _groupbycustomer =
FILTER (
GROUPBY (
_newtable,
Customer[Cust_ID],
"@monthcount", SUMX ( CURRENTGROUP (), 1 )
),
[@monthcount] >= _pastmonthsnumberselect
)
VAR _result =
COUNTROWS ( _groupbycustomer )
RETURN
_result + 0
@JLMJ , Have date table, and have month year in your table/sales table
Sales Month = format([Date], "YYYYMM")
Rolling 3= CALCULATE(distinctcount(Sales[Sales Month]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-3,MONTH))
Continue in the last three months
countx(filter(Values(Sales[Customer]) , [Rolling 3]=3) , [Customer])
Same way change rolling to 6, 12 to get the number
To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.
Why Time Intelligence Fails - Powerbi 5 Savior Steps for TI :https://youtu.be/OBf0rjpp5Hw
https://amitchandak.medium.com/power-bi-5-key-points-to-make-time-intelligence-successful-bd52912a5b...
Check out the July 2025 Power BI update to learn about new features.
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
User | Count |
---|---|
18 | |
7 | |
6 | |
5 | |
5 |
User | Count |
---|---|
25 | |
10 | |
10 | |
9 | |
7 |