Forum Discussion

NandoBI's avatar
NandoBI
Frequent Visitor
7 years ago
Solved

Relative date filter to invoice entries

Hi Community,

 

So i have a table:
Database$SalesInvoiceLine

Containing columns:
Database$SalesInvoiceLine'[Posting Date]
Database$SalesInvoiceLine'[Sell-to Customer No_]

 

I'm am trying to filter out Customers who havent placed an order (so haven't been invoiced) > 2 months.

 

But: The returned value can NOT show Customers who both: 

DID NOT place an order > 2 months 

DID place an order >2 months

 

Have been searching the community for ages. And have been trying different formulas... for ages.

 

Hope someone can help me out!

Need Help
  • v-eachen-msft's avatar
    v-eachen-msft
    7 years ago

    Hi NandoBI ,

     

    Here is my sample data.

    You need to create these new columns.

    rank =
RANKX (
    FILTER (
        'Database$SalesInvoiceLine',
        'Database$SalesInvoiceLine'[Sell-to Customer No_]
            = EARLIER ( 'Database$SalesInvoiceLine'[Sell-to Customer No_] )
    ),
    'Database$SalesInvoiceLine'[Posting Date],
    ,
    ASC,
    DENSE
)

    previous date =
CALCULATE (
    FIRSTNONBLANK ( 'Database$SalesInvoiceLine'[Posting Date], 1 ),
    FILTER (
        'Database$SalesInvoiceLine',
        'Database$SalesInvoiceLine'[Sell-to Customer No_]
            = EARLIER ( 'Database$SalesInvoiceLine'[Sell-to Customer No_] )
            && 'Database$SalesInvoiceLine'[rank]
                = EARLIER ( 'Database$SalesInvoiceLine'[rank] ) - 1
    )
)

    result =
VAR a =
    CALCULATE (
        LASTDATE ( 'Database$SalesInvoiceLine'[Posting Date] ),
        ALLEXCEPT (
            'Database$SalesInvoiceLine',
            'Database$SalesInvoiceLine'[Sell-to Customer No_]
        )
    )
RETURN
    IF (
        DATEDIFF ( a, TODAY (), DAY ) > 60,
        TRUE,
        IF (
            'Database$SalesInvoiceLine'[previous date] <> BLANK ()
                && DATEDIFF (
                    'Database$SalesInvoiceLine'[previous date],
                    'Database$SalesInvoiceLine'[Posting Date],
                    DAY
                ) > 60,
            TRUE,
            FALSE
        )
    )

    Then use filter to display your results.

     

    Best Regards,

    Eads

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

1 Reply

  • v-eachen-msft's avatar
    v-eachen-msft
    Community Support
    7 years ago

    Hi NandoBI ,

     

    Here is my sample data.

    You need to create these new columns.

    rank =
RANKX (
    FILTER (
        'Database$SalesInvoiceLine',
        'Database$SalesInvoiceLine'[Sell-to Customer No_]
            = EARLIER ( 'Database$SalesInvoiceLine'[Sell-to Customer No_] )
    ),
    'Database$SalesInvoiceLine'[Posting Date],
    ,
    ASC,
    DENSE
)

    previous date =
CALCULATE (
    FIRSTNONBLANK ( 'Database$SalesInvoiceLine'[Posting Date], 1 ),
    FILTER (
        'Database$SalesInvoiceLine',
        'Database$SalesInvoiceLine'[Sell-to Customer No_]
            = EARLIER ( 'Database$SalesInvoiceLine'[Sell-to Customer No_] )
            && 'Database$SalesInvoiceLine'[rank]
                = EARLIER ( 'Database$SalesInvoiceLine'[rank] ) - 1
    )
)

    result =
VAR a =
    CALCULATE (
        LASTDATE ( 'Database$SalesInvoiceLine'[Posting Date] ),
        ALLEXCEPT (
            'Database$SalesInvoiceLine',
            'Database$SalesInvoiceLine'[Sell-to Customer No_]
        )
    )
RETURN
    IF (
        DATEDIFF ( a, TODAY (), DAY ) > 60,
        TRUE,
        IF (
            'Database$SalesInvoiceLine'[previous date] <> BLANK ()
                && DATEDIFF (
                    'Database$SalesInvoiceLine'[previous date],
                    'Database$SalesInvoiceLine'[Posting Date],
                    DAY
                ) > 60,
            TRUE,
            FALSE
        )
    )

    Then use filter to display your results.

     

    Best Regards,

    Eads

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.