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rohanjha1988's avatar
rohanjha1988
Helper II
6 years ago
Solved

First Sales Value

Hi All, Need one small help :-

 

I have day wise client wise sales data for last 7 years. I need to calculate the average value of first order of clients. I have calculated the first sales date by FIRSTDATE but totally stuck on how to proceed further. 

  • Hi,

    Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  Write these measures:

    Date of first interaction = Calculate(min(Data[Sales Date]),datesbetween(Calendar[Date],minx(all(Calendar),Calendar[Date]),max(Calendar[Date])))

    Sale on first date = calculate(sum(Data[Total sale]),datesbetween(Calendar[date],[Date of first interaction],[Date of first interaction]))

    To your visual, drag Customer from the Data table and the second measure.

    Hope this helps.

     

8 Replies

  • Hi,

    Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  Write these measures:

    Date of first interaction = Calculate(min(Data[Sales Date]),datesbetween(Calendar[Date],minx(all(Calendar),Calendar[Date]),max(Calendar[Date])))

    Sale on first date = calculate(sum(Data[Total sale]),datesbetween(Calendar[date],[Date of first interaction],[Date of first interaction]))

    To your visual, drag Customer from the Data table and the second measure.

    Hope this helps.

     

    • rohanjha1988's avatar
      rohanjha1988
      Helper II

      Many thanks. This formula works. But there is one issue. The grand total is not correct?

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User

        Whom are you replying to?  If it's me, then share the link from where i can download your Excel file.

  • AllisonKennedy's avatar
    AllisonKennedy
    Community Champion
    Have you calculated that first sales date as MEASURE or COLUMN? If as column, then you can just take average.

    My advice would be to add a calculated column to determine if the order is first order date, then use FILTER function and AVERAGEX:
    MEASURE = AVERAGEX(FILTER(sales, Sales[ISFIRSTDATE]="Yes"),SalesAmt)
    • rohanjha1988's avatar
      rohanjha1988
      Helper II

      I have a master list of all the customers where the total consolidated historical sales is available. In the same table, I have fetched the FirstDate of order per customer. Now i need the first order value. I have attached a picture of the query. 

      • AllisonKennedy's avatar
        AllisonKennedy
        Community Champion
        We'll need to see the column headings for the orders table to help more. Also, what formula did you use for the First Sales Date and what are the names of your tables? The process will be similar.
  • rohanjha1988 , if you have incremental order no

     

    First Order Value = AverageX(Summarize(table[client],"_1", FIRSTNONBLANKVALUE(Table[Order No],sum(Table[Sales]))),[_1])
    Last Order Value = AverageX(Summarize(table[client],"_1", LASTNONBLANKVALUE(Table[Order No],sum(Table[Sales]))),[_1])

     

    I did not saw the last update. But you may use date, in place of order no if needed