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JimmyKhan2022
Frequent Visitor

Look at last 14 months and include in Table or not

I have a page where I select the month and it display the Revenue for that Financial Month. Now the client want the following to determine commercially dead customers .

"If 14 consecutive months prior to Selected Month and including the selected month, there is 0 revenue each month - Then Include in Table"


Figure 1 - Formula for standard Revenue for the month


Revenue USD =

VAR ReferenceDate = MAX('Time'[Financial_Month] )
VAR _Revenue_USD = SUM ( 'FinanceData'[usd_revenue] )

RETURN IF ( _Revenue_USD>=0 && ReferenceDate="Current Month", _Revenue_USD, _Revenue_USD)

Is there a simple DAX way to do this ?

1 ACCEPTED SOLUTION
Anonymous
Not applicable

first calculate revenue for last 14 months

var daterange = LASTDATE( ( 'Date Table'[Date])

VAR _Revenue_USD = SUM ( 'FinanceData'[usd_revenue]),
DATESINPERIOD ( 'Date Table'[Date], dateRange, -14,MONTH)
)
 
then you can apply if condition
if(_Revenue_USD= 0 ,_Revenue_USD)

View solution in original post

2 REPLIES 2
Anonymous
Not applicable

first calculate revenue for last 14 months

var daterange = LASTDATE( ( 'Date Table'[Date])

VAR _Revenue_USD = SUM ( 'FinanceData'[usd_revenue]),
DATESINPERIOD ( 'Date Table'[Date], dateRange, -14,MONTH)
)
 
then you can apply if condition
if(_Revenue_USD= 0 ,_Revenue_USD)
andhiii079845
Solution Sage
Solution Sage

Do you have some example data without sensitve data?





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