Skip to main content
cancel
Showing results for 
Search instead for 
Did you mean: 

Find everything you need to get certified on Fabric—skills challenges, live sessions, exam prep, role guidance, and more. Get started

Reply
jasminwing
Frequent Visitor

New Column: Show clients with activity within time period

 

Hello,

 

I would like to set up a new column or measure to show only clients that have been active in the last 3 months and 6 months.

 

I would like to do this as a column or measure so the figures are always up to date, rather than filtering each time.

 

Please could someone advise what the formula would be for the below. The formula can simply enter the text 'YES' if the condition is met.

 

CLIENT[LAST ACTIVITY DATE] is EARLIER THAN 3 MONTHS BEFORE TODAY'S DATE

 

and

 

CLIENT[LAST ACTIVITY DATE] is EARLIER THAN 3 MONTHS BEFORE TODAY'S DATE

 

Thank you

1 ACCEPTED SOLUTION
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @jasminwing,

First create a colculated column using the following formula.

 

Signal=IF(AND(CLIENT[LAST ACTIVITY DATE] >=DATE(YEAR(TODAY()),MONTH(TODAY())-3,DAY(TODAY())),CLIENT[LAST ACTIVITY DATE] <=TODAY()),"3month",IF(CLIENT[LAST ACTIVITY DATE] >=DATE(YEAR(TODAY()),MONTH(TODAY())-6,DAY(TODAY())),"3-6month","NO"))


Then create a Table visual including the clients field. Create a related slicer including Signal measure. When you select the "3month", "3-6month" in the slicer, you will get only clients that have been active in the last 3 months and 6 months.

If you have other issues, don't hesitate to let me know.

Best Regards,
Angelia




View solution in original post

1 REPLY 1
v-huizhn-msft
Microsoft Employee
Microsoft Employee

Hi @jasminwing,

First create a colculated column using the following formula.

 

Signal=IF(AND(CLIENT[LAST ACTIVITY DATE] >=DATE(YEAR(TODAY()),MONTH(TODAY())-3,DAY(TODAY())),CLIENT[LAST ACTIVITY DATE] <=TODAY()),"3month",IF(CLIENT[LAST ACTIVITY DATE] >=DATE(YEAR(TODAY()),MONTH(TODAY())-6,DAY(TODAY())),"3-6month","NO"))


Then create a Table visual including the clients field. Create a related slicer including Signal measure. When you select the "3month", "3-6month" in the slicer, you will get only clients that have been active in the last 3 months and 6 months.

If you have other issues, don't hesitate to let me know.

Best Regards,
Angelia




Helpful resources

Announcements
July 2024 Power BI Update

Power BI Monthly Update - July 2024

Check out the July 2024 Power BI update to learn about new features.

Top Solution Authors