Flag rows based on conditions

[VP1310]

Hi Everyone,

I have a set of data as shown below,

Customer	Invoicedate	Event
A	1/8/2023	Trial
A	4/8/2023	Purchase
B	1/8/2023	Purchase
B	3/8/2023	Exchange
B	4/8/2023	Demo
C	1/8/2023	Purchase
C	2/8/2023	Exchange
C	3/8/2023	Trial
D	1/8/2023	Trial
D	2/8/2023	Purchase
D	3/8/2023	Exchange
D	4/8/2023	Purchase
E	1/8/2023	Demo
E	4/8/2023	Purchase

I need to create a new column say "IncludeFlag". This column should contain a flag based on the criterias as given below.

1) If the Customer's first Event is Trial or Demo then "1" should be flagged to every row of the customer.

2) "0" to be flagged incase the Event is not Trial or Demo or if the first event is not Trial or Demo.

Below is the desired output.

Customer	Invoicedate	Event	IncludeFlag
A	1/8/2023	Trial	1
A	4/8/2023	Purchase	1
B	1/8/2023	Purchase	0
B	3/8/2023	Exchange	0
B	4/8/2023	Demo	0
C	1/8/2023	Purchase	0
C	2/8/2023	Exchange	0
C	3/8/2023	Trial	0
D	1/8/2023	Trial	1
D	2/8/2023	Purchase	1
D	3/8/2023	Exchange	1
D	4/8/2023	Purchase	1
E	1/8/2023	Demo	1
E	4/8/2023	Purchase	1

Please suggest a way in which, I can achieve this.

Thank you and Regards

[YASHASHRI]

can you please tell me what is

VAR _t1 = [Customer]

? 

[Ahmedx]

[Ahmedx · Accepted solution]

pls try this

Flag = 
VAR _t1 = [Customer]
VAR _MinDate = MINX(FILTER(ALL('Table'),'Table'[Customer]=_t1),[Invoicedate])
VAR _tbl = FILTER(ALL('Table'),'Table'[Customer]=_t1&&'Table'[Event]="Trial"&&[Invoicedate]=_MinDate)
RETURN
COUNTROWS(_tbl)

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[VP1310]

Thanks a lot, works as per my requirement.