Forum Discussion
New Customer Sales
Hi Eric_Guli,
You can try to use TREATAS function. It provides virtual relationship between tables.
For more information about it:
https://www.sqlbi.com/articles/propagate-filters-using-treatas-in-dax/
Example:
CALCULATE(DISTINCTCOUNT(ID_CUSTOMERS_TABLE1);
TREATAS(VALUES(ID_CUSTOMERS_TABLE2);
ID_CUSTOMERS);
TREATAS(VALUES(ID_CUSTOMERS_TABLE3);
ID_CUSTOMERS)
)
Best regards,
Thank you very much for your reply. I may have been a little too excited for my first post and didn't provide enough background info.
We are running Microsoft AX 2012 for our entire company, there are three legal entities within our environment. SXE for East, SXW for West and SXCN for Canada. All the data is dumped into a data warehouse and into common tables. i.e. DWCustMaster. I have pasted in screen shot for better understanding.
When looking for new customers it would see the created date of 2015 as new when in fact it's a current account from 2013. The only way I see to check for duplicate customers is by checking the Name Column but the fact the account num and legal entity are different is the challenge.
I'll look at the TREATAS function to see if there is an option for me.
What´s the correct rules for count? Are the Name, AccountNum, others? Is it necessary count for entity or global entities?
Basically I need to use the MIN Created Date based on the Customer Name regardless of the Account Number or Legal Entity.
Thanks!
