Solved: Re: Identify no purchase after specific date or no...

Anonymous · ‎06-12-2018

Hi,

I would like to create a calculated column, which identifies if a "product group" has not been purchased in the last 4 months or have never been purchased at all.

I have the following date table (example) with the desired calculated column in red:

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A	AA	11-may-18	2	5
Customer A	A	AB	11-may-18	5	28
Customer A	B	BA	11-may-18	4	45
Customer A	B	BB	11-may-18	33	688
Customer A	B	BB	25-may-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer B	A	AA	21-apr-18	2	68
Customer B	A	AB	21-apr-18	6	33
Customer B	A	AB	04-may-18	4	78
Customer B	A	AD	04-may-18	8	93
Customer B	B	BA	04-may-18	4	54
Customer B	B	BB	04-may-18	2	12
Customer B	C					No purchase
Customer B	D	DA	21-dec-17	8	85
Customer B	D	DB	11-jan-18	6	43	No purchase
Customer C	A					No purchase
Customer C	B	BA	6-apr-18	4	93
Customer C	B	BB	11-apr-18	5	5
Customer C	C	CA	24-may-16	6	72
Customer C	C	CB	06-oct-16	4	47
Customer C	C	CC	21-feb-17	8	32	No purchase

The difficulty for me lies in the fact that if a product group has not been purchased in the last 4 months only the last purchase must be marked as "No purchase"

I hope someone can help me creating the right DAX

Regards,

Guido

v-jiascu-msft · ‎06-20-2018

We need to make a few changes indeed. Try the formula below please.

NEW = 
VAR minIndex =
    CALCULATE (
        MIN ( Table3[Index] ),
        ALLEXCEPT ( Table3, Table3[Product group], Table3[Customer] )
    )
VAR lastestDate =
    CALCULATE (
        MAX ( Table3[date purchase] ),
        ALLEXCEPT ( Table3, Table3[Product group], Table3[Customer] )
    )
VAR PGHasPur =
    CALCULATETABLE (
        VALUES ( Table3[Product group] ),
        FILTER ( ALLEXCEPT(Table3, 'Table3'[Customer] ), Table3[date purchase] >= EDATE ( TODAY (), -4 ) )
    )
RETURN
    IF (
        ISBLANK ( [date purchase] ),
        IF ( [Index] = minIndex, "No purchase", BLANK () ),
        IF (
            NOT [Product group] IN PGHasPur
                && [date purchase] = lastestDate,
            "No purchase",
            BLANK ()
        )
    )

Best Regards,

Dale

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

View solution in original post

v-jiascu-msft · ‎06-13-2018

Hi Guido,

Try this formula please.

Column =
VAR lastestDate =
    CALCULATE (
        MAX ( Table1[date purchase] ),
        ALLEXCEPT ( Table1, Table1[Product group] )
    )
VAR PGHasPur =
    CALCULATETABLE (
        VALUES ( Table1[Product group] ),
        FILTER ( ALL ( 'Table1' ), Table1[date purchase] >= EDATE ( TODAY (), -4 ) )
    )
RETURN
    IF (
        ISBLANK ( [Amount] ),
        "No purchase",
        IF (
            NOT [Product group] IN PGHasPur
                && [date purchase] = lastestDate,
            "No purchase",
            BLANK ()
        )
    )

Identify_no_purchase_after_specific_date_or_no_purchase_at_all

Best Regards,

Dale

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

Anonymous · ‎06-13-2018

Hi @v-jiascu-msft

Thank you very much for your help.

The formula works almost perfect. However, I am using a merged table and therfore it could happen that an empty product group appears multimple times. In this case I would like to have a "no purchase" only once

I'll try to clarify with data:

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A	AA	11-may-18	2	5
Customer A	A	AB	11-may-18	5	28
Customer A	B	BA	11-may-18	4	45
Customer A	B	BB	11-may-18	33	688
Customer A	B	BB	25-may-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer A	D
Customer A	D
Customer A	E					No purchase
Customer A	E

I hope you can adjust the DAX so it only returns No Purchase once if there are multiple empty product groups under the same customer.

Regards,

Guido

v-jiascu-msft · ‎06-13-2018

Hi Guido,

I think you still consider the [Customer]. Please check out the formula below.

1. Add an index in the Query Editor due to all the blank columns are same.

2. New measure.

NEW =
VAR minIndex =
    CALCULATE (
        MIN ( Table1[Index] ),
        ALLEXCEPT ( Table1, Table1[Product group], Table1[Customer] )
    )
VAR lastestDate =
    CALCULATE (
        MAX ( Table1[date purchase] ),
        ALLEXCEPT ( Table1, Table1[Product group], Table1[Customer] )
    )
VAR PGHasPur =
    CALCULATETABLE (
        VALUES ( Table1[Product group] ),
        FILTER ( ALL ( 'Table1' ), Table1[date purchase] >= EDATE ( TODAY (), -4 ) )
    )
RETURN
    IF (
        ISBLANK ( [date purchase] ),
        IF ( [Index] = minIndex, "No purchase", BLANK () ),
        IF (
            NOT [Product group] IN PGHasPur
                && [date purchase] = lastestDate,
            "No purchase",
            BLANK ()
        )
    )

Best Regards,

Dale

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

Anonymous · ‎06-14-2018

Hi @v-jiascu-msft

Thank you very much again for your help. We are almost there 🙂

Becuase of the merged table it could happen that a product group appears multiple times. Sometimes there has been a purchase on a product group. However, because of the merged tables there could be a row where the same product group appears but is empty.

Try to explain in the data below (at the bottem A & B is added):

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A	AA	11-may-18	2	5
Customer A	A	AB	11-may-18	5	28
Customer A	B	BA	11-may-18	4	45
Customer A	B	BB	11-may-18	33	688
Customer A	B	BB	25-may-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer A	D
Customer A	D
Customer A	E					No purchase
Customer A	E
Customer A	A
Customer A	B

Hope you can help me with this.

Regards,

Guido

v-jiascu-msft · ‎06-14-2018

Hi Guido,

Let's follow the example in the first post. What should the column be like below?

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A	AA	11-May-18	2	5
Customer A	A	AB	11-May-18	5	28
Customer A	B	BA	11-May-18	4	45
Customer A	B	BB	11-May-18	33	688
Customer A	B	BB	25-May-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer B	A	AA	21-Apr-18	2	68
Customer B	A	AB	21-Apr-18	6	33
Customer B	A	AB	4-May-18	4	78
Customer B	A	AD	4-May-18	8	93
Customer B	B	BA	4-May-18	4	54
Customer B	B	BB	4-May-18	2	12
Customer B	C					No purchase
Customer B	D	DA	21-Dec-17	8	85
Customer B	D	DB	11-Jan-18	6	43	No purchase
Customer C	A					No purchase
Customer C	B	BA	6-Apr-18	4	93
Customer C	B	BB	11-Apr-18	5	5
Customer C	C	CA	24-May-16	6	72
Customer C	C	CB	6-Oct-16	4	47
Customer C	C	CC	21-Feb-17	8	32	No purchase
Customer A	A
Customer A	A
Customer A	B
Customer A	B
Customer A	B
Customer A	C
Customer A	D
Customer A	E
Customer A	E
Customer A	E
Customer A	F
Customer A	F
Customer A	F

Best Regards,

Dale

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

Anonymous · ‎06-20-2018

Hi @v-jiascu-msft

Were you able to find a solution?

Regards,

Guido

v-jiascu-msft · ‎06-20-2018

Hi Guido,

Did you try the formula again? It seems working. Please check out the demo in the attachment.

NEW = 
VAR minIndex =
    CALCULATE (
        MIN ( Table1[Index] ),
        ALLEXCEPT ( Table1, Table1[Product group], Table1[Customer] )
    )
VAR lastestDate =
    CALCULATE (
        MAX ( Table1[date purchase] ),
        ALLEXCEPT ( Table1, Table1[Product group], Table1[Customer] )
    )
VAR PGHasPur =
    CALCULATETABLE (
        VALUES ( Table1[Product group] ),
        FILTER ( ALL ( 'Table1' ), Table1[date purchase] >= EDATE ( TODAY (), -4 ) )
    )
RETURN
    IF (
        ISBLANK ( [date purchase] ),
        IF ( [Index] = minIndex, "No purchase", BLANK () ),
        IF (
            NOT [Product group] IN PGHasPur
                && [date purchase] = lastestDate,
            "No purchase",
            BLANK ()
        )
    )

Identify no purchase after specific date or no purchase at all.JPG

Best Regards,

Dale

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

Anonymous · ‎06-20-2018

Hi @v-jiascu-msft

I tried it again and it indeed it works better.

After adapting it to my own data I discovered something else.

I changed all dates of Customer C to 2016

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A	AA	11-May-18	2	5
Customer A	A	AB	11-May-18	5	28
Customer A	B	BA	11-May-18	4	45
Customer A	B	BB	11-May-18	33	688
Customer A	B	BB	25-May-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer B	A	AA	21-apr-18	2	68
Customer B	A	AB	21-apr-18	6	33
Customer B	A	AB	4-May-18	4	78
Customer B	A	AD	4-May-18	8	93
Customer B	B	BA	4-May-18	4	54
Customer B	B	BB	4-May-18	2	12
Customer B	C					No purchase
Customer B	D	DA	21-dec-17	8	85
Customer B	D	DB	11-jan-18	6	43	No purchase
Customer C	A					No purchase
Customer C	B	BA	6-apr-16	4	93
Customer C	B	BB	11-apr-16	5	5	No Purchase
Customer C	C	CA	3-Oct-16	6	72
Customer C	C	CB	6-Oct-16	4	47
Customer C	C	CC	11-Oct-16	8	32	No purchase
Customer A	A
Customer A	A
Customer A	B
Customer A	B
Customer A	B
Customer A	C
Customer A	D
Customer A	E					No purchase
Customer A	E
Customer A	E
Customer A	F					No purchase
Customer A	F
Customer A	F
Customer B	A
Customer B	B
Customer B	C
Customer B	D
Customer B	E					No purchase

The No purchase marked in red is not appearing in the data

Regards,

Guido

v-jiascu-msft · ‎06-20-2018

We need to make a few changes indeed. Try the formula below please.

NEW = 
VAR minIndex =
    CALCULATE (
        MIN ( Table3[Index] ),
        ALLEXCEPT ( Table3, Table3[Product group], Table3[Customer] )
    )
VAR lastestDate =
    CALCULATE (
        MAX ( Table3[date purchase] ),
        ALLEXCEPT ( Table3, Table3[Product group], Table3[Customer] )
    )
VAR PGHasPur =
    CALCULATETABLE (
        VALUES ( Table3[Product group] ),
        FILTER ( ALLEXCEPT(Table3, 'Table3'[Customer] ), Table3[date purchase] >= EDATE ( TODAY (), -4 ) )
    )
RETURN
    IF (
        ISBLANK ( [date purchase] ),
        IF ( [Index] = minIndex, "No purchase", BLANK () ),
        IF (
            NOT [Product group] IN PGHasPur
                && [date purchase] = lastestDate,
            "No purchase",
            BLANK ()
        )
    )

Best Regards,

Dale

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

v-jiascu-msft · ‎06-24-2018

Hi @Anonymous,

Did it work?

Best Regards,

Dale

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

Anonymous · ‎09-26-2018

Hi @v-jiascu-msft,

Found a new challenge.

Due to merging tables quarterly the following situation might accure:

If the next quarter starts customer A has no purchase yet. However the MIN index identifies it as "no purchase".

See example below:

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A
Customer A	A
Customer A	A	AA	11-Aug-18	2	5
Customer A	A	AB	11-Aug-18	5	28
Customer A	B	BA	11-Aug-18	4	45
Customer A	B	BB	11-Aug-18	33	688
Customer A	B	BB	25-Aug-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer B	A	AA	21-Jul-18	2	68
Customer B	A	AB	21-Jul-18	6	33
Customer B	A	AB	4-Aug-18	4	78
Customer B	A	AD	4-Aug-18	8	93
Customer B	B	BA	4-Aug-18	4	54
Customer B	B	BB	4-Aug-18	2	12
Customer B	C					No purchase
Customer B	D	DA	21-dec-17	8	85
Customer B	D	DB	11-jan-18	6	43	No purchase
Customer C	A					No purchase
Customer C	B	BA	6-apr-16	4	93
Customer C	B	BB	11-apr-16	5	5	No Purchase
Customer C	C	CA	3-Oct-16	6	72
Customer C	C	CB	6-Oct-16	4	47
Customer C	C	CC	11-Oct-16	8	32	No purchase
Customer A	A
Customer A	A
Customer A	B
Customer A	B
Customer A	B
Customer A	C
Customer A	D
Customer A	E					No purchase
Customer A	E
Customer A	E
Customer A	F					No purchase
Customer A	F
Customer A	F
Customer B	A
Customer B	B
Customer B	C
Customer B	D
Customer B	E					No purchase

Hope you can help me out.

regards,

Guido

Anonymous · ‎06-24-2018

Yes it worked! Thank you very much for your help.

Anonymous · ‎06-14-2018

@v-jiascu-msft

This it how it should look like:

Customer	Product group	product	date purchase	Amount	Price	No regular purchase
Customer A	A	AA	11-May-18	2	5
Customer A	A	AB	11-May-18	5	28
Customer A	B	BA	11-May-18	4	45
Customer A	B	BB	11-May-18	33	688
Customer A	B	BB	25-May-18	2	45
Customer A	C					No purchase
Customer A	D					No purchase
Customer B	A	AA	21-apr-18	2	68
Customer B	A	AB	21-apr-18	6	33
Customer B	A	AB	4-May-18	4	78
Customer B	A	AD	4-May-18	8	93
Customer B	B	BA	4-May-18	4	54
Customer B	B	BB	4-May-18	2	12
Customer B	C					No purchase
Customer B	D	DA	21-dec-17	8	85
Customer B	D	DB	11-jan-18	6	43	No purchase
Customer C	A					No purchase
Customer C	B	BA	6-apr-18	4	93
Customer C	B	BB	11-apr-18	5	5
Customer C	C	CA	24-May-16	6	72
Customer C	C	CB	6-Oct-16	4	47
Customer C	C	CC	21-feb-17	8	32	No purchase
Customer A	A
Customer A	A
Customer A	B
Customer A	B
Customer A	B
Customer A	C
Customer A	D
Customer A	E					No purchase
Customer A	E
Customer A	E
Customer A	F					No purchase
Customer A	F
Customer A	F
Customer B	A
Customer B	B
Customer B	C
Customer B	D
Customer B	E					No purchase

Regards,

Guido

Identify no purchase after specific date or no purchase at all

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