Count of New customers vs Old Customers based on several dates

[Marvhall]

I have a table with several dates and I have a date table that is related to the Table Load Date for slicer purposes. I need the slicer to show information based on the Year and Month of the Table Load Date. The issue, which I may be overthinking, is I need the slicer to identify new customers based on the customer date not the table load date. For example, I choose Slicer for 2022, March . . . it will show all new customers based on the month and year of the table load date, NOT the customer join date (there are several dates within the Table Laod Date of March 2022). Then, I need when the customer left count based on the customer left date, not the table load date. 

Thank you in advance!

[v-henryk-mstf]

Hi @Marvhall ,

Not quite sure what you are looking for, can you provide the relevant data and information such as screenshots of the desired results as requested in the link below

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

Looking forward to your feedback.

Best Regards,
Henry

[Marvhall]

Every month we get a new run of data via spreadsheet and it has a Table Load Date for that month. I connect to the worksheet and uncheck refresh data (they are static sheets at this point). Each sheet has when a customer joined date, when a customer left date, and the table load date (manually entered for PBI). If I don't need the Table Load Date, great! I am in the build phase of this, so anything I do at this point won't damage an existing process.

The goal: 

To get an accurate count of new customers, existing customers, and customers that left based on the slicer dates. I do have a date table, which I may need to modify to correctly do all this.

Parameters:

- Track last 13 months of customers

- Slicer range to be like example - it is currently based of the Year and Month of the Table Load Date: 

Problem:

- If I have a Table Load Date of March 2022, I could have customer left dates of February 2022 and March 2022. My issue is I am getting counts of customers for both February and March 2022 when I choose March 2022 on the slicer. I only need it to count March people.

- The customer joined dates could be back to 2020 and I would need to count them once as a New Customer.