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Anonymous's avatar
Anonymous
Not applicable
5 years ago
Solved

Filtering based on filtered values

Hi All,

 

I am stuck in a problem. Here are the details. I have a sales data which has sales with customer name and order date fields. I need to count customer which were active 4 months ago but are not active now. Basically I need to find lost values. E.g

If my data set has maximum order date as 30th November then 4 month ago i.e July 1st to July 31 who were the active customer then and out of those how many are active now. The difference is lost customers.
Data
Customer  Date

A              2nd July
B               4th July
C               10th July
D                20th July
A                10th November
B                  20th November
Here A,B,C,D were active 4 months ago but now only A and B are active. Basically we have 2 lost customer. I want to filter based on filtered active customer.        

Need Help
  • Anonymous's avatar
    Anonymous
    5 years ago

    Hi Anonymous ,

    You can create a calculated column as below:

    Active customer = 
VAR _maxorddate =
    CALCULATE ( MAX ( 'Table'[Date] ), ALL ( 'Table' ) )
RETURN
    CALCULATE (
        MAX ( 'Table'[Customer] ),
        FILTER (
            SUMMARIZE (
                'Table',
                'Table'[Customer],
                "ConL", CALCULATE ( MAX ( 'Table'[Date] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) )
            ),
            DATEDIFF ( [ConL], _maxorddate, MONTH ) < 4
        )
    )

    If the above one is not applicable for your scenario, please provide your expected result with more explanation. Thank you.

    Best Regards

2 Replies

  • amitchandak's avatar
    amitchandak
    Super User
    5 years ago

    Anonymous , With the help from date table and time intelligence . Create measures like

     

    MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
    last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-4,MONTH)))

     

    Not active now = countx(values(Table[Customer]), if(isblank([MTD Sales]) && not(isblank(last MTD Sales)),Table[Customer], blank()))

     

    To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :radacad sqlbi My Video Series Appreciate your Kudos.

  • Anonymous's avatar
    Anonymous
    Not applicable
    5 years ago

    Hi Anonymous ,

    You can create a calculated column as below:

    Active customer = 
VAR _maxorddate =
    CALCULATE ( MAX ( 'Table'[Date] ), ALL ( 'Table' ) )
RETURN
    CALCULATE (
        MAX ( 'Table'[Customer] ),
        FILTER (
            SUMMARIZE (
                'Table',
                'Table'[Customer],
                "ConL", CALCULATE ( MAX ( 'Table'[Date] ), ALLEXCEPT ( 'Table', 'Table'[Customer] ) )
            ),
            DATEDIFF ( [ConL], _maxorddate, MONTH ) < 4
        )
    )

    If the above one is not applicable for your scenario, please provide your expected result with more explanation. Thank you.

    Best Regards