Month on Month Comparison and Logic for sorting sales client

[Anonymous]

Dear Team

I have below data as an example:

Customer Name	Month	Sales
2	Jan	10
2	Jan	10
4	Jan	10
1	Feb	10
4	Feb	10
1	Feb	10
4	March	10
1	March	10
3	March	10

Problem Statement 1- Need to convert the Month column into a date column , it is currently in text format

Problem statement 2 -  Logic is required to highlight Customers who have done sales in a given month but not in the latest (For exampled Client "2" has no sales in March

Please help 

[Anonymous]

Thanks for the help, 

i am able to convert the date and make MTD sales calculations,

however while making last month sales calculation, it is giving a circular dependency error

(New heer)

[v-shex-msft]

Hi @Anonymous,

Can you please share a pbix or some dummy data that keep raw data structure with expected results? It should help us clarify your scenario and test to coding formula.

How to Get Your Question Answered Quickly  

Regards,

Xiaoxin Sheng

[amitchandak]

@Anonymous , You can try like

Date = Datevalue("01-"& [Month] & "-2022")  //you can use year column if you have one

Refer to the logic here using time intelligence and date table

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))
last month Sales = CALCULATE(SUM(Sales[Sales Amount]),previousmonth('Date'[Date]))

this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))
last MTD (complete) Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH(dateadd('Date'[Date],-1,MONTH))))
previous month value = CALCULATE(sum('Table'[total hours value]),previousmonth('Date'[Date]))

refer this to check how isblank can help check missing values

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529