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Hello everyone
I'm new to power bi and have a problem with the following problem:
I have a table with customer name, contract number, start date, and contract date.
In this table you might have more than one valid contract per customer, or consecutive validity contracts per customer, or some without a valid contract.
1. I want to be able to create a matrix view that is counting unique customers with active contracts on a monthly basis
2. Another matrix with customers lost on monthly bases
2. Another matrix with profit customers on a monthly basis
Input table :
Customer name | Contract not | valid from | new valid for (end of month) | |
A | 1/2018 | 01.04.2018 | 31.03.2019 | |
A | 6/2019 | 01.04.2019 | 31.03.2020 | |
A | 11/2020 | 01.04.2020 | 31.03.2021 | |
B | 3/2017 | 01.02.2017 | 31.12.2018 | |
B | 8/2019 | 01.04.2019 | 31.03.2020 | |
B | 8/2020 | 01.04.2020 | 31.03.2021 | |
C | 10/2016 | 01.11.2016 | 31.10.2018 | |
C | 10/2018 | 01.01.2018 | 28.02.2019 | |
C | 10/2019 | 01.11.2019 | 31.10.2020 | |
D | 4/2016 | 01.01.2017 | 31.12.2018 | |
D | 5/2018 | 01.01.2019 | 31.12.2019 | |
D | 6/2018 | 01.01.2019 | 31.12.2019 | |
D | 7/2019 | 01.01.2020 | 31.12.2020 | |
she | 1 /2015 | 01.04.2016 | 31.12.2017 | |
she | 2 /2015 | 01.03.2016 | 31.12.2017 | |
she | 7 /2015 | 01.03.2016 | 31.12.2017 | |
she | 4/2017 | 01.01.2018 | 31.12.2018 | |
she | 5/2017 | 01.01.2018 | 31.12.2018 | |
she | 6/2017 | 01.01.2018 | 31.12.2018 | |
she | 20/2018 | 01.01.2019 | 31.12.2020 | |
she | 21/2018 | 01.01.2019 | 31.12.2020 | |
she | 22/2018 | 01.01.2019 | 31.12.2020 | |
she | 30/2018 | 01.01.2019 | 31.12.2020 | |
she | 35/2018 | 01.01.2019 | 31.12.2020 | |
she | 39/2018 | 01.01.2019 | 31.12.2020 |
result:
1. matrix1 : not of customers with active contract (I have created a table only with 5 monts)
2018 | 2019 | 2019 | 2019 | 2019 | |
matrix 1 | December | January | February | March | April |
A | 1 | 1 | 1 | 1 | 1 |
B | 1 | 1 | |||
C | 1 | 1 | 1 | ||
D | 1 | 1 | 1 | 1 | 1 |
she | 1 | 1 | 1 | 1 | 1 |
2: No lost customers
2018 | 2019 | 2019 | 2019 | 2019 | |
matrix 2 | December | January | February | March | April |
A | |||||
B | 1 | ||||
C | 1 | ||||
D | |||||
she |
3. No new customers
2018 | 2019 | 2019 | 2019 | 2019 | |
matrix 3 | December | January | February | March | April |
A | |||||
B | 1 | ||||
C | |||||
D | |||||
she |
Thank you.
Hi @Syndicate_Admin ,
You said ,you have a table with column customer name, contract number, start date, and contract date,but in the below ,I see the column Customer name, Contract not, valid from ,new valid for (end of month).
Also can you give an example of how to get the output table from the input table?
Best Regards
Lucien