Forum Discussion

Charli2516's avatar
Charli2516
New Member
1 year ago

If statement not totalling

Hello   I need some help with an IF Statement not totalling.   I am trying to calculate new customers and lost customers. I have a rolling 12 months calculation current year and a rolling 12 mont...
Need Help
Charli2516's avatar
Charli2516
New Member
1 year ago

i have put the new calculation in the 'Total New Customers' Column, and as you can see this doesnt pull through the same data as the 'New Customer CY'. It does total however..?

 

rajendraongole1's avatar
rajendraongole1
Super User
1 year ago

Hi Charli2516 - can you please modify and update the rows and the total, modify NEW CUSTOMER CY to use the same row-by-row logic applied in Total New Customers. 

 

NEW CUSTOMER CY =
SUMX(
VALUES('YourTable'[Customer]),
IF(AND([SALES LY 2023] = 0, [Sales CY 2024] > 0), 1, 0)
)

 

Add a table visual with detailed columns (e.g., Customer, [SALES LY 2023], [Sales CY 2024]).
Verify the row-level logic and ensure [SALES LY 2023] and [Sales CY 2024] return the expected values.

 

  • Charli2516's avatar
    Charli2516
    New Member
    1 year ago

    I have already done a table to show the logic.

     

     

    The New customer CY shows that they have sales in 2024 so they should be a 1 for a new customer, but the new formula you have provided doesnt show the 1 in all the customers when it should?

     

    • Anonymous's avatar
      Anonymous
      Not applicable
      1 year ago

      Thanks for the replies from rajendraongole1 and Bibiano_Geraldo.

       

      Hi Charli2516 ,

       

      Please try the following formula:

      Total New Customer= SUMX('yourtablename',[New Customer CY])

       

      If the problem persists, could you please provide a link to the .pbix file with the sensitive data removed (using e.g. OneDrive, Dropbox, Google Drive), this could help to quickly find the problem!

       

      Best Regards,
      Zhu
      Community Support Team

       

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