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united2win's avatar
united2win
Helper III
3 years ago
Solved

DAX Formula Help

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

 

RevenueDateCustomerDAX Formula
01/01/2022Client ANew
01/02/2022Client A 
01/03/2022Client A 
01/05/2022Client ANew
  • sorry for the delay in responding.

     

    you could try something like this

     

    New Customer =
    var maxdate = PREVIOUSMONTH(NewCustomer[RevenueDate])
    return if(maxdate, BLANK(),"New")
  • 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"
        )

8 Replies

  • vanessafvg's avatar
    vanessafvg
    Community Champion

    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's avatar
      united2win
      Helper III

      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

       

      RevenueDatePreviousDateClient DAX Formula
      01/06/202201/05/2022Client ANew
      01/07/202201/06/2022Client A 
      01/08/202201/07/2022Client A 
      01/10/202201/09/2022Client ANew
  • vanessafvg's avatar
    vanessafvg
    Community Champion

    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's avatar
      united2win
      Helper III

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

  • 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"
        )
      • Thomas_Daubert's avatar
        Thomas_Daubert
        Helper I

        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.