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kolbra07's avatar
kolbra07
Frequent Visitor
6 years ago

Changing Customer Payment Behaviours Over Time

We're looking at tracking a change in customer trends over a selected time period , so say they paid using one payment method in January but switched to a different payment method in March . Is there...
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az38's avatar
az38
Community Champion
6 years ago

kolbra07 hi

of course, there is a way, but to choose the most appropriated one, please share your data sample and desired output

kolbra07's avatar
kolbra07
Frequent Visitor
6 years ago

Yes of course so we have data like this :

 

Customer              Payment Date                  Payment Method

 

A                                 8/1/20                                   Cheque

A                                 3/3/20                                   Bank Transfer

 

So we would like to show that customer A has changed their payment method from Cheque to Bank Transfer .

  • az38's avatar
    az38
    Community Champion
    6 years ago

    Hi kolbra07 

    I still not sure how exactly it should look like but try a measure

    Measure = 
var _curDate = MAX('Table'[Payment Date])
var _prevDate = CALCULATE(MAX('Table'[Payment Date]), 'Table'[Payment Date] < _curDate, ALLEXCEPT('Table', 'Table'[Customer]))
var _prevPaymentMethod = CALCULATE(FIRSTNONBLANK('Table'[Payment Method], 1), 'Table'[Payment Date] = _prevDate, ALLEXCEPT('Table', 'Table'[Customer]))
RETURN
IF(_prevPaymentMethod <> MAX('Table'[Payment Method]) && NOT(ISBLANK(_prevPaymentMethod)), TRUE(), FALSE())
    • kolbra07's avatar
      kolbra07
      Frequent Visitor
      6 years ago

      Thank you very much for your reply , i will try this . Early days for me with DAX , i am a SQL person but DAX is quite different i am finding !