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DirkPuylaert's avatar
DirkPuylaert
New Member
7 years ago
Solved

running total active Customers

Hello,

 

I'm trying to create a visual where I can see the total of Active sites based upon the selected date.

I have the following example table.

 

I don't just need a total, but a count of customers per month if they are between "siteActiveDate" and "siteInactiveDate"

If the "siteInactiveDate" is "-" it means the "end contractdate" is not known yet. 

 

Thanks in advance

 

customerID  customer                  siteActiveDate    siteInactiveDate

9705542Customer 11/01/20171/05/2017
9732311Customer 22/01/2017-
2075200Customer 33/01/2017-
9675600Customer 44/01/2017-
4037701Customer 55/01/2017-
40500Customer 66/01/2017-
5613800Customer 77/01/2017-
1888800Customer 88/01/2017-
9675398Customer 99/01/20171/09/2017
9675398Customer 1010/01/2017-
9675398Customer 1111/01/2017-
9705604Customer 1212/01/2017-
2075200Customer 1313/01/2017-
831701Customer 141/02/2017-
831701Customer 152/02/20171/10/2017
2075200Customer 163/02/2017-
2075200Customer 174/02/2017-
9657072Customer 100505/02/201712/02/2018

 

  • Hi DirkPuylaert,

     

    Please check out the demo in the attachment. 

    1. Create a date table if you don't have one.

    2. DO NOT establish any relationship. 

    3. Create a measure.

     

    Measure =
    CALCULATE (
        COUNT ( Table1[customerID] ),
        FILTER (
            'Table1',
            'Table1'[siteActiveDate] <= SELECTEDVALUE ( 'Calendar'[Date] )
                && IF (
                    ISBLANK ( 'Table1'[siteInactiveDate] ),
                    DATE ( 9999, 12, 31 ),
                    'Table1'[siteInactiveDate]
                )
                    >= SELECTEDVALUE ( 'Calendar'[Date] )
        )
    )
    

     

    running_total_active_Customers

     

    Best Regards,
    Dale

  • v-jiascu-msft's avatar
    v-jiascu-msft
    7 years ago

    Hi Dirk,

     

    Please refer to the snapshot below.

    running-total-active-Customers2

     

    Best Regards,
    Dale

3 Replies

  • v-jiascu-msft's avatar
    v-jiascu-msft
    Microsoft Employee

    Hi DirkPuylaert,

     

    Please check out the demo in the attachment. 

    1. Create a date table if you don't have one.

    2. DO NOT establish any relationship. 

    3. Create a measure.

     

    Measure =
    CALCULATE (
        COUNT ( Table1[customerID] ),
        FILTER (
            'Table1',
            'Table1'[siteActiveDate] <= SELECTEDVALUE ( 'Calendar'[Date] )
                && IF (
                    ISBLANK ( 'Table1'[siteInactiveDate] ),
                    DATE ( 9999, 12, 31 ),
                    'Table1'[siteInactiveDate]
                )
                    >= SELECTEDVALUE ( 'Calendar'[Date] )
        )
    )
    

     

    running_total_active_Customers

     

    Best Regards,
    Dale

    • DirkPuylaert's avatar
      DirkPuylaert
      New Member

      Hello Dale, 

       

      That already works for some part, thanks a lot.

      Now how can I have a visual like this?

       

       

      Thanks,

       

      Dirk

       

      • v-jiascu-msft's avatar
        v-jiascu-msft
        Microsoft Employee

        Hi Dirk,

         

        Please refer to the snapshot below.

        running-total-active-Customers2

         

        Best Regards,
        Dale