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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

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.
  • DOLEARY85's avatar
    DOLEARY85
    Resident Rockstar
    3 years ago

    Okay, it's an easy change then, just change Order ID to Order Date and it'll work the same way:

     

    New Table =
    FILTER(ADDCOLUMNS(
    DISTINCT('Table'[CUSTOMER ID]),
    "Customer Name", CALCULATE(FIRSTNONBLANK('Table'[CUSTOMER NAME],CALCULATE(MAX('Table'[ORDER DATE]))))),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

      I've test that one but still some customers getting old name.

      • DOLEARY85's avatar
        DOLEARY85
        Resident Rockstar
        3 years ago

        Could you share a couple of the records with the old and new names so i can test why they're not changing. Or could you share you PBIX file?

         

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