Forum Discussion

AmberKothman's avatar
AmberKothman
Regular Visitor
6 years ago
Solved

Only New clients

Hello, 

 

I am new to PowerBi and Dax, so the formula's are still difficult, but hopefully someone can help me. 

 

I need to find only the new cliënts for 2020, that do not occur in any other year. 

The table looks like this:

Clientumber:

1        2018

1        2019

1        2020

2        2017

2        2020

3        2019

4        2020

5         2018

5         2020

 

So if this was my data, i need only client nr. 4 because that one has no other year. How can i do this for a large data set?

  • HotChilli's avatar
    HotChilli
    6 years ago

    Create a measure:

    CountOfClientEntries = CALCULATE(COUNT(TableT[ClientNumber]), ALLEXCEPT(TableT, TableT[ClientNumber]))

    (substitute your table and column names).

    Drag the measure, clientnumber and year on to a table in Report view.

    Using the Filter pane, filter CountOfClientEntries to be 1 (assuming there will only be 1 entry for each year at most).

    Also, filter the Year to be 2020.

    Your table should now show only entries that have a year of 2020 (and that entry is the only entry for that client)

3 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Icon for Community Champion rankCommunity Champion

    Perhaps:

     

    New Clients = 

      CONCATENATEX(

        SELECTCOLUMNS(

          FILTER(

            SUMMARIZE(

              'Table',

              [ClientNumber],

              "Count",COUNTROWS('Table'),

              "MaxYear",MAX('Table'[Year])

            ),

           [MaxYear] = 2020 && [Count] = 1

          ),

          "__Client",[ClientNumber],

        ),

        [__Client],

        ","

      )

    • AmberKothman's avatar
      AmberKothman
      Regular Visitor

      I think i filled in the wrong things, because all i get is Error as an outcome. 

       

      Is there a simple start, or a way that i can do this in multiple staps? Because this is to complex at once for me.  Even after a powerBi course the start is hard. 

      • HotChilli's avatar
        HotChilli
        Icon for Community Champion rankCommunity Champion

        Create a measure:

        CountOfClientEntries = CALCULATE(COUNT(TableT[ClientNumber]), ALLEXCEPT(TableT, TableT[ClientNumber]))

        (substitute your table and column names).

        Drag the measure, clientnumber and year on to a table in Report view.

        Using the Filter pane, filter CountOfClientEntries to be 1 (assuming there will only be 1 entry for each year at most).

        Also, filter the Year to be 2020.

        Your table should now show only entries that have a year of 2020 (and that entry is the only entry for that client)