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Calculated Column - New / Lost / Existing Customer
VAR CurrentYear = YEAR(TODAY())
VAR LastYear = CurrentYear - 1
VAR CurrentYearSales = CALCULATE(SUM(Sales[Subtotal]), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear))
VAR LastYearSales = CALCULATE(SUM(Sales[Subtotal]), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear))
RETURN
IF(
CurrentYearSales > 0 && LastYearSales > 0,
"Current",
IF(
CurrentYearSales > 0 && LastYearSales = 0,
"New",
IF(
CurrentYearSales = 0 && LastYearSales > 0,
"Lost",
""
)
)
)
| Customer Name | Completion Date | Subtotal | Customer Status |
Customer 1 | 1/13/2022 | $55.00 | Current |
| Customer 1 | 5/5/2023 | $780.00 | Current |
| Customer 1 | 5/9/2022 | $654.60 | Current |
| Customer 2 | 5/12/2022 | $247.15 | Lost |
| Customer 2 | 5/20/2022 | $204.72 | Lost |
| Customer 2 | 5/26/2022 | $0.00 | Lost |
| Customer 3 | 5/23/2023 | $153.00 | New |
| Customer 3 | 5/26/2023 | $153.00 | New |
| Customer 3 | 6/13/2023 | $0.00 | New |
I'm wanting to use a calculated column so I can use it as a filter.
I want the output to be
Current customer - Sales last year AND this year
New Customer - Sales ONLY this year
Lost Customer - Sales ONLY last year
I added the "Customer Status" column to my sample data as that is what I want my output to be. The current posted formula only outputs "Current" customer. Not sure why that is happening. Any help?
I figured it out (well chatGPT did 😂). Just had to ask a more detailed question.
Customer Status = VAR CurrentYear = YEAR(TODAY()) VAR LastYear = CurrentYear - 1 VAR CustomerID = [Customer ID] // Replace [Customer ID] with your actual customer identifier column name RETURN IF( CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear), Sales[Customer ID] = CustomerID) > 0 && CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear), Sales[Customer ID] = CustomerID) > 0, "Current", IF( CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear), Sales[Customer ID] = CustomerID) > 0 && CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear), Sales[Customer ID] = CustomerID) = 0, "New", IF( CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear), Sales[Customer ID] = CustomerID) = 0 && CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear), Sales[Customer ID] = CustomerID) > 0, "Lost", "" ) ) )
2 Replies
ased on your description, I created data to reproduce your scenario. The pbix file is attached in the end.
I figured it out (well chatGPT did 😂). Just had to ask a more detailed question.
Customer Status = VAR CurrentYear = YEAR(TODAY()) VAR LastYear = CurrentYear - 1 VAR CustomerID = [Customer ID] // Replace [Customer ID] with your actual customer identifier column name RETURN IF( CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear), Sales[Customer ID] = CustomerID) > 0 && CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear), Sales[Customer ID] = CustomerID) > 0, "Current", IF( CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear), Sales[Customer ID] = CustomerID) > 0 && CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear), Sales[Customer ID] = CustomerID) = 0, "New", IF( CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = CurrentYear), Sales[Customer ID] = CustomerID) = 0 && CALCULATE(COUNTROWS(Sales), FILTER(Sales, YEAR(Sales[Completion Date]) = LastYear), Sales[Customer ID] = CustomerID) > 0, "Lost", "" ) ) )
