Forum Discussion

mromberg's avatar
mromberg
Frequent Visitor
4 years ago
Solved

Flagging New Accounts Based on Prior Ordering

Failry new user to PowerBI and need help with a calculation.  I'm trying to flag new accounts for the current quarter.  First qualfiier is order in Current Quarter>0.  Second qualifier is no orders I...
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  • v-xiaotang's avatar
    v-xiaotang
    4 years ago

    Hi mromberg 

    Try this, and please check the sample file attached below

    Column = 
VAR _isnew =
    IF (
        CALCULATE (
            COUNTROWS ( 'Table' ),
            FILTER (
                'Table',
                'Table'[Account #] = EARLIER ( 'Table'[Account #] )
                    && 'Table'[Territory] = EARLIER ( 'Table'[Territory] )
                    && 'Table'[Time Period] = "Prior Quarter"
            )
        ) > 0,
        "N",
        "Y"
    )
RETURN
    IF ( 'Table'[Time Period] = "Current Quarter", _isnew, BLANK () )

    Best Regards,

    Community Support Team _Tang

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

mromberg's avatar
mromberg
Frequent Visitor
4 years ago

Oh so close.!  However, I did not represent my data correctly in the example I gave.  There is another scenario where account has current orders, no orders last quarter and HAS orders two quarters ago.  In this case we would want to call this a new account.  See Seattle.