Need help in DAX with logic calculation

[Babu_s22]

I have a customer legal id detail table which have cust_id,leagal_id,Legal_id expiry_date,review_date. I have calculated a column expired_days and bucket based on group of 30 days. Now I  want to find the count of id moving from one bucket to another bucket over month and in the same how many are newly moved id count and how many are existing id count  by bucket over month.

[Anonymous · Accepted solution]

Hi @Babu_s22 

Please try this:

Here's the sample data:

Then add a new table:

Table 2 = 
	VAR _vtable = ADDCOLUMNS(
		'Table',
		"_ABC", VAR _Previous = CALCULATE(
			MAX('Table'[review_date]),
			FILTER(
				ALLSELECTED('Table'),
				'Table'[cust_id] = EARLIER('Table'[cust_id]) && 'Table'[review_date] < EARLIER('Table'[review_date])
			)
		)
		RETURN
			IF(
				_Previous <> BLANK() && 'Table'[Days_Buckets] <> CALCULATE(
					SELECTEDVALUE('Table'[Days_Buckets]),
					FILTER(
						ALLSELECTED('Table'),
						'Table'[cust_id] = EARLIER('Table'[cust_id]) && 'Table'[review_date] = _Previous
					)
				),
				1,
				0
			)
	)
	RETURN
		SUMMARIZE(
			SELECTCOLUMNS(
				_vtable,
				"_Month", FORMAT(
					'Table'[review_date],
					"YYYY-mm"
				),
				"_PreviousCount", COUNTX(
					FILTER(
						_vtable,
						MONTH([review_date]) = MONTH(EARLIER('Table'[review_date])) && [_ABC] = 1
					),
					[cust_id]
				),
				"_CurrentCount", COUNTX(
					FILTER(
						_vtable,
						MONTH([review_date]) = MONTH(EARLIER([review_date]))
					),
					[cust_id]
				)
			),
			[_Month],
			[_PreviousCount],
			[_CurrentCount]
		)

The result is as follow:

Best Regards

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

[lbendlin]

https://www.daxpatterns.com/new-and-returning-customers/

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