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jhenscheid1's avatar
jhenscheid1
Frequent Visitor
3 years ago

Using VAR in measure - adding a filter

Hello, I have the below measure in a report which is providing data on "Opened" accounts.  I am tying sales to this so we can understand how well we are doing each Fiscal week.  To provide a little b...
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jhenscheid1's avatar
jhenscheid1
Frequent Visitor
3 years ago

Hello Anonymous , thanks for the reply and input.  I think this is part of the solution.  By that I mean that I will need to filter data based on the fiscal week, but I also need to consider the "National" accounts, which are in a different table.  And I may not have been clear on what is needed.

 

So, I need to include new accounts that are not National, but exclude the National accounts.  I tried to add that to the filter, but I am thinking because that column is in a different table, it will not work. 

 

I tried something like:

New Acct =
        VAR FirstPurchaseCustomers =
            ADDCOLUMNS (
                ALL ( Accounts[Account Number] ),
                "DateOfFirstBuy", CALCULATE ( MIN ( 'Amount Ordered'[Fiscal Week] ), ALLEXCEPT ( 'Amount Ordered', Accounts[Account Number] ) )
            )
        VAR NewAccts =
            FILTER (
                FirstPurchaseCustomers,
                CONTAINS (
                    FILTER (
                        VALUES ( 'Amount Ordered'[Fiscal Week] ),
                        'Amount Ordered'[Fiscal Week] > 9 ,
                        FILTER('Sales Leads', 'Sales Leads'[Lead Type] <> "Nationwide Buy Group"),
                )
                 'Amount Ordered'[Fiscal Week], [DateOfFirstBuy] )                
            )
        RETURN
            COUNTROWS (NewAccts)
 
Hope that explains more of what I am looking to do.
 
Thanks!
Anonymous's avatar
Anonymous
Not applicable
3 years ago

Hi jhenscheid1 ,

Please try:

New Acct = 
VAR FirstPurchaseCustomers =
    ADDCOLUMNS (
        ALL ( Accounts[Account Number] ),
        "DateOfFirstBuy",
            CALCULATE (
                MIN ( 'Amount Ordered'[Fiscal Week] ),
                ALLEXCEPT ( 'Amount Ordered', Accounts[Account Number] )
            )
    )
VAR NewAccts =
    FILTER (
        FirstPurchaseCustomers,
        CONTAINS (
            CALCULATETABLE (
                VALUES ( 'Amount Ordered'[Fiscal Week] ),
                'Amount Ordered'[Fiscal Week] > 9,
                'Sales Leads'[Lead Type] <> "Nationwide Buy Group"
            ),
            'Amount Ordered'[Fiscal Week], [DateOfFirstBuy]
        )
    )
RETURN
    COUNTROWS ( NewAccts )

If this doesn't work, can you show the relationship between 'Sales Leads' and 'Amount Ordered'? A sample file would be helpful. Thanks.

 

Best Regards,
Gao
Community Support Team

 

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