DAX Formula Help

[united2win]

Hi,

I have the following table of customer's and revenue dates. I would like to create DAX calculated column that tags the customer as 'New' when there is no revenue reported in the previous month. It's an easy formula in excel, but how do I replicate it in DAX? Thank you

RevenueDate	Customer	DAX Formula
01/01/2022	Client A	New
01/02/2022	Client A
01/03/2022	Client A
01/05/2022	Client A	New

[vanessafvg · Accepted solution]

sorry for the delay in responding.

you could try something like this

New Customer =

var maxdate = PREVIOUSMONTH(NewCustomer[RevenueDate])

return if(maxdate, BLANK(),"New")

[Thomas_Daubert · Accepted solution]

hello,

I did it with this formula : 

new =

var mois_prec = DATEADD(Sheet1[Revenue Date], -1, MONTH)

return

    if(

        CALCULATE(

             COUNT(Sheet1[Customer])

             , mois_prec

        ) = 0

        , "New"

    )

[united2win]

Thanks Thomas, but still didn't work.

[Thomas_Daubert]

Sorry to ear that 😞 it was working on my Pbix file.

PS : Do you know how to add pbix files ? i can't find any option to do that.

[united2win]

No worries, I have found the solution. 

[vanessafvg · Accepted solution]

sorry for the delay in responding.

you could try something like this

New Customer =

var maxdate = PREVIOUSMONTH(NewCustomer[RevenueDate])

return if(maxdate, BLANK(),"New")

[united2win]

Thanks Vanessa,

The solution didn't seem to work, but I see where you're coming from with using the Previous Month logic. I have now created a PreviousMonth column in my data set, I just can't find a DAX formula that will result in the below (where previousDate is not found in RevenueDate for Client A)

Thank you

RevenueDate	PreviousDate	Client	DAX Formula
01/06/2022	01/05/2022	Client A	New
01/07/2022	01/06/2022	Client A
01/08/2022	01/07/2022	Client A
01/10/2022	01/09/2022	Client A	New

[vanessafvg]

is it only the previous month your are interested in or if they have never had a revenue date before? basically just taking their first date and assigning it to new?

[united2win]

Only previous month please. I have a formula already to calculate if the customer has already recognized revenue in the past. Thank you.