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_Regina
Helper I
Helper I

Need results for max date irrespective of date filter.

I need to calculate the number of clients whose sign up date is in the selecetd time period(affected by date slicer) and whose sales is greater than 0.(sales should not be affected by date slicer)
For example. If user selects - July 1 2023 to July 19 2023 then the result should tell me the number of clients who signed up during July 1 to july 19 2023 and who have had sales until today. I have created the measure below but it still gives me the number of clients who signed up and had sales during the same period as of selected date slicer. What am I doing wrong here? The variable currentdate gives the correct date (i.e., most recent date)
 
 
_New Funded Clients MTD  =
var startdate =        EOMONTH( CALCULATE(MAX('Calendar'[Date]), ALLSELECTED('Calendar'[Date])),-1)+1
var enddate =          EOMONTH( CALCULATE(MAX('Calendar'[Date]), ALLSELECTED('Calendar'[Date])),0)
var currentdate= CALCULATE(MAX('Calendar'[Date]),FILTER(ALL('Calendar'),[_AUA]<>0))
var AUA_currentdate= CALCULATE([_AUA],'Calendar'[Date]=currentdate)

 

RETURN
   CALCULATE (
  DISTINCTCOUNT (Balances[PRIMARY_CLIENT_DIM_SYSID])
   , FILTER(Client,Client[Client Setup Date]>=startdate && Client[Client Setup Date] <= enddate )
 ,FILTER(Balances,AUA_currentdate >0 )
  )
3 REPLIES 3
some_bih
Super User
Super User

Hi @_Regina seems you have daily data and customer ID and date table - in short all data need at desired level. Please share example and expected output per date / period and customer/s for some possible solution. Only customers which have sales<>0 are considered? 





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Hi @some_bih I have a date slicer on my report page. The latest date for which sales is available in the data is 4 sept 2023. Now if a user selects July 1 to Jul 19 in the date slicer, The result should show the number of clients who signed up in that time (example 230) users signed up and had sales till Sept 4 2023 

Hi @_Regina in general when you interact with slicer, measure is recalculated accordingly. Example is your case for sales measure.

Following is my understanding based on limited output from your example.

Still, I understand you want sales amount for users who are new like signed up in that time 1-19  July. So basically, you need dates to apply filter for customers signed up in that time 1-19  July.

If your measure for sales is like sum(sales amount) when your measure for signed up in that time 1-19  July should be something like
CALCULATE (
sum(sales amount),

table for your customer data - maybe this is already your FILTER part above)

If you already could create this table for italic part, slicing by date should be fine.

Hope this help.

 





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