Filter argument add to existing DAX formula

[majdkaid22]

Hi guys,

I have created the following formula to capture the unique new funded clients

New/Additional = if(ISEMPTY(CALCULATETABLE
('meAccountTransaction',ALLEXCEPT
('meAccountTransaction','meAccountTransaction'[ClientID]),'meAccountTransaction'[TransactionDate] < EARLIER
('meAccountTransaction'[TransactionDate]))), "New", "additional")

The above gives me the value whether "New or Additional",  based on date (EARLIER) regardless of the amount of the deposit & nor if there is any earlier deposit in the current month.  

What I would like to have is: 

_______ 

1- IF meAccountTransaction'[ClientID] does not exist prior to this month 

&

2- IF meAccountTransaction'[Sum Deposits] per  meAccountTransaction'[ClientID] during the current month is greater than 200

Then

"New", "additional"

_______

appreciate any help

Thanks,

M

[v-sihou-msft · Accepted solution]

@majdkaid22

In this scenario, you can just use MONTH() to compare the month part of [TransactionDate], and use AND() to combine the condition in IF(). The expression can be like:

New/Additional = if(
AND(
ISEMPTY(
CALCULATETABLE
('meAccountTransaction',
ALLEXCEPT('meAccountTransaction','meAccountTransaction'[Cli​entID]),
MONTH('meAccountTransaction'[TransactionDate]) < MONTH(EARLIER
('meAccountTransaction'[TransactionDate]))
)),
'meAccountTransaction'[Sum Deposits]>200), "New", "additional")

See my test sample below:

Regards,

[majdkaid22]

@v-sihou-msft apologies for my late reply. it has indeed worked out! 

Thanks mate