New User- DAX Question

[ksball13]

Hi, I am relatively new to Power BI and am working on some reports for my company:

We are a freight company and we measure activity (loads moved) based on Pickup Date.  

In my data table, each load  has a Customer attached to it.   For that Customer there is an associated  record for "First Load Moved date" and "Sales Rep"

Over a given period of time in my slicer (Pickup Date being the time), I want to know how many New Customers a Sales Rep earned.   Specifically, how many Customers had their "First Loads Moved Date" within the time period that I am measuring (related to the Pickup Date.).

I am struggling with figuring out a DISTINCTCOUNT function that ties it together and would love any help.

[Anonymous]

We'd love to help you but first you need to be more specific...

https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

Best
D

[harshnathani · Accepted solution]

Hi @ksball13 ,

Try this measure.

Measure = 
CALCULATE (
    DISTINCTCOUNT ( 'Table'[CustomerID] ),
    FILTER (
      Dates,
        Dates[Date] >= MIN( 'Table'[PickupDate] )
            && Dates[Date] <= MAX ( 'Table'[PickupDate] )
    )
)

Incase it does not work, please share sample data and your expected output.

Regards,

Harsh Nathani

Appreciate with a Kudos!! (Click the Thumbs Up Button)

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[ksball13]

@harshnathani 

That DID work once I replaced Dates[Date] with my "first load moved" date.   Thank you so much!

Follow up question: 

Let's say I have two levels of Sales Person.   I call them "Account Rep" and "BDM"   

In many cases, the  Customer has a BDM and an Account Rep.   Many times the BDM and the Account Rep have the same value (it is the same person acting in both capacities).  

I then want to take my new field and break that down into two measures:

1. New Customers Added when the AR and the BDM are the same.

2.  New Customers Added when the AR and the BDM are different.

How would I go about creating those measures?