Forum Discussion

KyawMyoTun's avatar
KyawMyoTun
Helper IV
3 years ago
Solved

Create Customer table from Sale table with multiple Customer Names

Dear Experts,   I am trying to create a new unique "Customer" table from existing Sale table in dax. Actully it can be created by using Summarize function with the reuqired columns. The problem ...
Need Help
  • KyawMyoTun's avatar
    KyawMyoTun
    3 years ago

    Dear DOLEARY85 ,
    I have tried and some old names still because of FIRSTNONBLANK function I think.
    So, I tried with LASTDATE function of Order date and it gave me the expected results.
    Pbix file is not able to share for me.
    So, Please check the screenshot and let me know your thought.
    Thanks a lot for your help.

     

     



    Best Regards,
    KMT

KyawMyoTun's avatar
KyawMyoTun
Helper IV
3 years ago

Dear DOLEARY85 ,

  Thanks a lot for your help and it is working properly.
I'd like to request you another one becuase there have some blank customers in sale table.
I'd like to remove those blank customers before creating customer table.
Can you please help for this also? Thanks.

Regards,
KMT

DOLEARY85's avatar
DOLEARY85
Resident Rockstar
3 years ago

How does the data look in the sales table for the blank customers, is it both the customer id and name that's blank?

  • KyawMyoTun's avatar
    KyawMyoTun
    Helper IV
    3 years ago

    Yes, both customer id and customer names are the blank
    becuase of some manual invoicing.
    I'd like to ignore the customers for those invoices. Thanks.

    • DOLEARY85's avatar
      DOLEARY85
      Resident Rockstar
      3 years ago

      Okay try chaning the new table formula to(i've added in bold the additions to a previous table:

       

      New Table =
      FILTER(ADDCOLUMNS(
      DISTINCT('Table'[CUSTOMER ID]),
      "Customer Name", CALCULATE(FIRSTNONBLANK('Table'[CUSTOMER NAME],CALCULATE(MAX('Table'[ORDER ID]))))),NOT('Table'[CUSTOMER ID]=""))
       
      If I answered your question, please mark my post as solution, Appreciate your Kudos 👍
      • KyawMyoTun's avatar
        KyawMyoTun
        Helper IV
        3 years ago

        Dear DOLEARY85 ,
        I have tried and some old names still because of FIRSTNONBLANK function I think.
        So, I tried with LASTDATE function of Order date and it gave me the expected results.
        Pbix file is not able to share for me.
        So, Please check the screenshot and let me know your thought.
        Thanks a lot for your help.

         

         



        Best Regards,
        KMT

    • DOLEARY85's avatar
      DOLEARY85
      Resident Rockstar
      3 years ago

      Sorry i think i may have misread what you wanted, so if you wanted another version of the table with those 5 fields but without blank customers you could summarize a new table:

       

      Table 2 = FILTER(SUMMARIZE('Table','Table'[CUSTOMER ID],'Table'[CUSTOMER NAME],'Table'[ORDER DATE],'Table'[ORDER ID],'Table'[SALE AMOUNT]),not('Table'[CUSTOMER ID]=""))
       
      which changes:
       

       

       
      to:

      If I answered your question, please mark my post as solution, Appreciate your Kudos 👍

      • KyawMyoTun's avatar
        KyawMyoTun
        Helper IV
        3 years ago

        Dear DOLEARY85 ,

        Actually I only want two columns with Customer ID and Custoumer Name
        Where both are not blanks.
        The below code are nearly working properly but some customers still getting old name.

        FILTER(ADDCOLUMNS(
        DISTINCT('Table'[CUSTOMER ID]),
        "Customer Name", CALCULATE(FIRSTNONBLANK('Table'[CUSTOMER NAME],CALCULATE(MAX('Table'[ORDER ID]))))),NOT('Table'[CUSTOMER ID]=""))

        I think it is better to filter the max Order Date than Order ID because
        some reversal sale comes by larger order ID. Thanks.
        Please help again.