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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
Employee
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




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1 REPLY 1
v-huizhn-msft
Employee
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




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