Hello All,
I have below table in my power bi file.
Customer name | Onboard date | Users added date | total users |
ABC | 01 January 2022 | 01 January 2022 | 20 |
ABC | 01 January 2022 | 01 March 2022 | 30 |
BCD | 01 March 2022 | 01 April 2022 | 25 |
BCD | 01 March 2022 | 01 May 2022 | 60 |
PQR | 01 May 2022 | 01 June 2022 | 45 |
PQR | 01 May 2022 | 01 July 2022 | 50 |
Now, I need to create a new column to classify the whether the user added date is falling under the same quarter the customer on-boarded or previous quarter
The classification as below.
For Example, if the customer on-boarded on jan-22 and the user added on Mar-22, then I need to classify "User added from customer with on-board date in same quarter”
If user added on May-22 and the customer on-boarded on Jan-22, then I need to classify “user added from customer with on-board date in previous quarter”
If user added on July-22 and the customer on-boarded before previous quarter between Oct-21 to Dec-21 or Jan-22 to Mar-22, Then I need to classify “user added from customer with on-board date before last 2 quarters”
If user added on July-22 and the customer on-boarded before oct-21, then I need to classify “user added from customer with on-board date greater than 4 quarters”
New column which I will be adding should be like highlighted below
Customer name | Onboard date | Users added date | total users | Classification |
ABC | 01 January 2022 | 01 January 2022 | 20 | User added from customer with on-board date in same quarter |
ABC | 01 February 2022 | 01 April 2022 | 30 | user added from customer with on-board date in previous quarter |
BCD | 01 March 2022 | 01 April 2022 | 25 | user added from customer with on-board date in previous quarter |
BCD | 01 December 2021 | 01 May 2022 | 60 | user added from customer with on-board date before last 2 quarters |
PQR | 01 May 2021 | 01 June 2022 | 45 | user added from customer with on-board date greater than 4 quarters |
PQR | 01 June 2022 | 01 July 2022 | 50 | user added from customer with on-board date in previous quarter |
