Join us for an expert-led overview of the tools and concepts you'll need to pass exam PL-300. The first session starts on June 11th. See you there!
Get registeredPower BI is turning 10! Let’s celebrate together with dataviz contests, interactive sessions, and giveaways. Register now.
Hi all,
I have a challenge I would need some help with.
My setup:
* Sales table containing "Company ID", "Order Date", "Revenue".
* Company table containing dimensions (Relation to Company ID)
* Date table (Relation to Order Date)
I would like to do a running total showing number of companies (customers we have), based on their first order.
However, if a customer suddenly has not bought for 18 months, they should not be included in the next months.
Example:
Company A buys first time 1st Jan 2015. They are counted every month ahead. Let's say their last order is 31 May 2015, then they should be counted from Jan 2015 until Nov 2016 (18 months since 31 May 2015). After that, they should not be counted anymore. It is important that they are STILL counted all months before the 18 months, but only not counted after that period. How would I do that?
I have tried with this:
Hello,
Here I put an example of Companies and Order Date, and I added a column showing "CountUntil", meaning for how long this company (based on each order) should count in the rolling total companies.
ID | Order Date | Last Until |
A | 01-01-2015 | 24-06-2016 |
A | 25-06-2015 | 16-12-2016 |
A | 12-12-2015 | 04-06-2017 |
A | 01-03-2016 | 23-08-2017 |
A | 05-08-2016 | 27-01-2018 |
A | 01-12-2016 | 25-05-2018 |
B | 01-01-2015 | 24-06-2016 |
B | 25-06-2015 | 16-12-2016 |
B | 12-12-2015 | 04-06-2017 |
B | 01-03-2016 | 23-08-2017 |
B | 05-08-2016 | 27-01-2018 |
B | 01-12-2016 | 25-05-2018 |
B | 01-01-2017 | 25-06-2018 |
B | 14-02-2017 | 08-08-2018 |
C | 01-06-2017 | 23-11-2018 |
C | 14-10-2017 | 07-04-2019 |
C | 17-07-2018 | 08-01-2020 |
C | 12-12-2019 | 04-06-2021 |
And here is my desired output:
Example: Company A has its first order Jan 2015, and its last order Dec 2016. It means it should count until May 2018 (Last Order + 18 months).
How do I make this in PBI?
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
76 | |
76 | |
55 | |
37 | |
34 |
User | Count |
---|---|
99 | |
56 | |
51 | |
44 | |
40 |