New Column: Show clients with activity within time period

[jasminwing]

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

[v-huizhn-msft · Accepted solution]

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