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Semih87's avatar
Semih87
Helper I
6 years ago
Solved

Segment movement between two dates

Dear all,   I would like to calculate the segment movement of customers between two dates, but I'dont have any idea how to model or wich dax formula to use. I have following table:   The go...
  • sturlaws's avatar
    6 years ago

    Hi Semih87,

     

    I can think of a few possibilities on how to solve this, although some of them will only work if your dataset is fairly small.

     

    I have created a report based on your sample data and requirements: report, using one of the possibilities. This one does not involve any tampering with the table, but it needs 4 extra tables/dimensions, all with one single column: year_to, year_from, classification_to and classification_from. The year-tables must contain all years from the table, while the classification-tables must contain all the segments. In addition, the classification_to-table needs a row with the value "Lost", and the classification_from-table needs "New". These 4 tables connects to the main table with 1:many-relationships. 

    After that everything is handled by a measure. The DAX-code is a bit lengthy, but it is not very complicated DAX, so don't let it scare you.

    I have only tested it on the data you provided, you should probably test it on a larger dataset.

    Cheers,
    Sturla

    If this post helps, then please consider Accepting it as the solution. Kudos are nice too. 

     

     

    https://www.dropbox.com/s/olq93ij5y3tgzjz/Segment%20movement%20between%20two%20dates.pbix?dl=0