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Hi community,
This probably is a very easy problem but I am strugling with it, I hope you can help me.
Basically I have two different Tables:
Sales(CustomerID, DateSold)
Activities(CustomerID, ActivityDate)
I would like to find the First DateSold by CustomerID and store it in a Column as True or False and finally but most important look if that customer has an Activity prior to the DateSold, a good example is as follows:
Sales Data:
| Customer ID | Date Sold |
| A001 | 1/1/2023 |
| A002 | 1/2/2023 |
| A001 | 1/15/2023 |
| A003 | 1/25/2023 |
| A004 | 2/1/2023 |
| A004 | 2/2/2023 |
Activities Data
| Customer ID | Activity Date |
| A001 | 1/1/2023 |
| A002 | 1/1/2023 |
| A003 | 1/15/2023 |
| A004 | 2/2/2023 |
| A004 | 2/3/2023 |
| A001 | 3/3/2023 |
The result should be in two calculate columns as follows:
| Customer ID | Date Sold | First Purchase? | Activities Before |
| A001 | 1/1/2023 | TRUE | FALSE |
| A002 | 1/2/2023 | TRUE | TRUE |
| A001 | 1/15/2023 | FALSE | - |
| A003 | 1/25/2023 | TRUE | TRUE |
| A004 | 2/1/2023 | TRUE | FALSE |
| A004 | 2/2/2023 | FALSE | - |
The table Sales and Activities, both are able to have the same customerID more than once. We should focus if there is an activity prior to the First Time purchase of the customerID.
Thanks in advance for any suggestion or help!
GuidoPinares , NEw column
Activities Before= var _cnt = countx(Activies, Sales[Customer ID]=Activies[Customer ID] && Activies[Activity Date] <= Sales[Date Sold]) , Activies[Customer ID] )
return
if(isblank(_cnt), false(), true ())
First Purchase = var _date = minx(filter(Sales, Sales[Customer ID]= earlier(Sales[Customer ID])), Sales[Date Sold])
return
if(Sales[Date Sold] =_date, TRUE(), FALSE())
2 Replies
- amitchandakSuper User
GuidoPinares , NEw column
Activities Before= var _cnt = countx(Activies, Sales[Customer ID]=Activies[Customer ID] && Activies[Activity Date] <= Sales[Date Sold]) , Activies[Customer ID] )
return
if(isblank(_cnt), false(), true ())
First Purchase = var _date = minx(filter(Sales, Sales[Customer ID]= earlier(Sales[Customer ID])), Sales[Date Sold])
return
if(Sales[Date Sold] =_date, TRUE(), FALSE()) - GuidoPinaresHelper I
Thanks so much amitchandak, I think other approach for the ACtivities before could be
Activities Before=
var _cnt2 = COUNTROWS(FILTER(Activities, Sales[PrescriberNPI] = Activities[new_cnpi] && Activities[Date] <= Sales[DateSold] && Activities[Date] >= (Sales[DateSold]-90)))returnif(_cnt2>0, TRUE(), FALSE())