Forum Discussion
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
| 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 |
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)returnif(CALCULATE(COUNT(Sheet1[Customer]), mois_prec) = 0, "New")
8 Replies
- vanessafvgCommunity 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")- united2winHelper 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
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
- vanessafvgCommunity 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?
- united2winHelper III
Only previous month please. I have a formula already to calculate if the customer has already recognized revenue in the past. Thank you.
- Thomas_DaubertHelper I
hello,
I did it with this formula :
new =var mois_prec = DATEADD(Sheet1[Revenue Date], -1, MONTH)returnif(CALCULATE(COUNT(Sheet1[Customer]), mois_prec) = 0, "New")- united2winHelper III
Thanks Thomas, but still didn't work.
- Thomas_DaubertHelper 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.