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samihuq
Helper III
Helper III

Find Earliest Transaction Date of a User

Edited..

 

Hi,

We have two tables, User_Table and Transaction_Table User_Table. We need to populate the earliest transaction date of a user to understand after how many days did a user made their first transaction after they were ceated. Note, there are users who did not make any transactions.

 

Transaction Table looks as bellow:

 

UserID Date Amount

01730311476 01 jan 2018 10

01730311476 05 jan 2018 20

01730311476 7 jan 2018 10

01730311476 13 jan 2018 10

01612123456 03 jan 2018 10

01612123456 09 jan 2018 10

01612123456 11 jan 2018 10

 

User Table looks as bellow with desired result in the Date column:

 

User_ID-Name-User_Creation_Date-First_Transaction_Date

01730311476-Sami-01_Dec_2018-?

01612123456-Rumana-01_Dec_2018 ?

01512789654-Tanim-01_Jan_2018 ?

 

How can we attain this?

 

Thanks,

Sami

1 ACCEPTED SOLUTION

Got the solution by ourselves 😄

 

First Payment Date = CALCULATE(FIRSTDATE(Payment[Transaction Date].[Date]),FILTER(Payment,User[Mobile]=Payment[Mobile]))

View solution in original post

10 REPLIES 10
Ashish_Mathur
Super User
Super User

Hi,

 

Create a relationship from the UserID column of the Transaction table to the UserID column of the User Table.  In your visual, drag the User_ID and Name from the User Table and write this measure

 

First date=MIN('Transaction'[Date])

 

Hope this helps.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi,

We can not create relationship between dates as both table has multiple dates. Note we already have relationship between the users.

 

 

Zubair_Muhammad
Community Champion
Community Champion

If the 2 tables are related, you could use

=calculate (min(transactions table[date]))

As calculated colum

Regards
Zubair

Please try my custom visuals

Hi, solution did not work 😞

Mine works and i have tested it.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hey Ashish,

Thanks man for the answer, actually i it was mmy mistake, i could not potray the right picture. Here is it again:

 

We have two tables, User_Table and Transaction_Table.

 

Transaction Table looks as bellow:

 

UserID_Transaction_Date_Amount

01730311476 01 jan 2018 10

01730311476 05 jan 2018 20

01730311476 7 jan 2018 10

01730311476 13 jan 2018 10

01612123456 03 jan 2018 10

01612123456 09 jan 2018 10

01612123456 11 jan 2018 10

 

User Table looks as bellow with desired result in the Date column:

 

User_ID-Name-User_Creation_Date-First_Transaction_Date

01730311476-Sami-01_Dec_2018-?

01612123456-Rumana-01_Dec_2018 ?

01512789654-Tanim-01_Jan_2018 ?

 

Now, we need to fetch the earliest transaction date for a user to understand after how many days did a user made their first transaction after they were ceated. Note, there are users who did not make any transactions as well.

 

Will your solution still work?

 

 

Hi,

 

Yes, my solution will still work.  Please re-read my reply in which i i shared the solution.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

Hi,

I already had the relationship and now when i have inserted the formula, i am receiving Dec 6 2017, for all the users which happens to be the very first transaction date which is not true, since different user has different forst date, more importantly, majority of user should not have any transaction date. Am i missing anything?

 

I am sending the screenshots of teh tables and relationship. Here User ID will be the "Mobile" column.

 

Transaction 3.pngTransaction 2.pngTransaction 1.png

Got the solution by oursleves 😄

 

First Payment Date = CALCULATE(FIRSTDATE(Payment[Transaction Date].[Date]),FILTER(Payment,User[Mobile]=Payment[Mobile]))

 

Cheers,

Sami

Got the solution by ourselves 😄

 

First Payment Date = CALCULATE(FIRSTDATE(Payment[Transaction Date].[Date]),FILTER(Payment,User[Mobile]=Payment[Mobile]))

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