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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

First Time Customer List

Hello Everyone,   I have a column chart where I show a count of new customers by month with "month year" along the x-axis.   Similarly, I would like to create a matrix/list that shows the name of...
Need Help
  • TomMartens's avatar
    TomMartens
    6 years ago
    Hey,

    yes it could be done, but some for effort is necessary ...

    EXCEPT returns a table, instead of using this as the 1st argument of concatenatex store this into a variable.

    Then use something like this

    CONCATENATEX(
    FILTER(ALL('<customertable>')
    , '<customertable>'[customer key] IN tablevariable
    )
    , concatenate all the column values
    , new line separator
    )

    Hopefully this is what you are looking for.

    Regards,
    Tom
  • v-xuding-msft's avatar
    v-xuding-msft
    6 years ago

    Hi Anonymous ,

    Please try to change the comma to "IN" or other operators.

    The syntax of Filter is like below. We need to write a Boolean expression for <filter>. You could reference the document to learn more.

      

    Best Regards,

    Xue Ding

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

VasTg's avatar
VasTg
Memorable Member
6 years ago

Anonymous 

 

Rich, Happy to help. Could you post some sample data instead of screenshot?

 

What happened when you tried with matrix or table visual?

Anonymous's avatar
Anonymous
Not applicable
6 years ago

I'm not sure the best way to share the data.  I'll have to come up with a way to hide some of the customer's details...

 

In the meantime, to answer your other question...  when I try a matrix I seem to get all of the orders in the month.  I know with certainty that some of our customers order every month, usually multiple times, but when I click on any column in the chart to cross filter the list and see the "new customers" that month, the regular customers will appear along with the new customers.  Further frustrating me, is that the same customer will show up multiple times in the same month.

 

My count by month of first time orders is done using a DAX calculation, I'm not sure if that matters.  Seems to work in the chart but not in a table.

 

Thanks