Forum Discussion
Calculated Column to Identify Whether Customer Purchased in Last Quarter
- Anonymous2 years ago
Thanks for the reply from Ashish_Mathur , please allow me to provide another insight:
Hi shayla ,
From my understanding and your expected result is a bit different, [Customer ID=50004534&&[Date] = 2023.6.1,the most recent date is 2023.5.8, [Qtr & Year] is Q2 2023, not Q1 2023, so I'm showing a mismatch here
Here are the steps you can follow:
1. Create calculated table.
Table 2 = var _table= CALENDAR( DATE(2021,1,1), DATE(2024,12,31)) return ADDCOLUMNS(_table,"Qtr & Year","Q"&""&QUARTER([Date])&" "&YEAR([Date]))2. Create calculated column.
Puchase Last Qtr= var _date1= MAXX(FILTER(ALL('Table'), 'Table'[Date]<EARLIER('Table'[Date])&&'Table'[Customer ID]=EARLIER('Table'[Customer ID])&&'Table'[Brand]=EARLIER('Table'[Brand])&&'Table'[Vol]<>0),[Date]) var _date2= MINX(FILTER(ALL('Table 2'),'Table 2'[Qtr & Year]=EARLIER('Table'[Qtr & Year])),[Date]) var _enddate= _date2-1 var _qu=MINX(FILTER(ALL('Table 2'),'Table 2'[Date]=_enddate),'Table 2'[Qtr & Year]) var _startdate=MINX(FILTER(ALL('Table 2'),'Table 2'[Qtr & Year]=_qu),[Date]) return IF( _date1=BLANK(),BLANK(), IF( _date1>=_startdate&&_date1<=_enddate,"Yes","No"))3. Result:
Best Regards,
Liu Yang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly
Thanks for the reply from Ashish_Mathur , please allow me to provide another insight:
Hi shayla ,
From my understanding and your expected result is a bit different, [Customer ID=50004534&&[Date] = 2023.6.1,the most recent date is 2023.5.8, [Qtr & Year] is Q2 2023, not Q1 2023, so I'm showing a mismatch here
Here are the steps you can follow:
1. Create calculated table.
Table 2 =
var _table=
CALENDAR(
DATE(2021,1,1),
DATE(2024,12,31))
return
ADDCOLUMNS(_table,"Qtr & Year","Q"&""&QUARTER([Date])&" "&YEAR([Date]))
2. Create calculated column.
Puchase Last Qtr=
var _date1=
MAXX(FILTER(ALL('Table'),
'Table'[Date]<EARLIER('Table'[Date])&&'Table'[Customer ID]=EARLIER('Table'[Customer ID])&&'Table'[Brand]=EARLIER('Table'[Brand])&&'Table'[Vol]<>0),[Date])
var _date2=
MINX(FILTER(ALL('Table 2'),'Table 2'[Qtr & Year]=EARLIER('Table'[Qtr & Year])),[Date])
var _enddate=
_date2-1
var _qu=MINX(FILTER(ALL('Table 2'),'Table 2'[Date]=_enddate),'Table 2'[Qtr & Year])
var _startdate=MINX(FILTER(ALL('Table 2'),'Table 2'[Qtr & Year]=_qu),[Date])
return
IF(
_date1=BLANK(),BLANK(),
IF(
_date1>=_startdate&&_date1<=_enddate,"Yes","No"))
3. Result:
Best Regards,
Liu Yang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly