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paweldm
Helper II
Helper II

segmentation on days difference between two dates

Hi,

 

Problem: how can I perform segmentation of customers based on the DiffDates (number of days between today and date of the last transaction) with use of ranges defined in a separate and non-conected with the model table. I would like to select for example a "Hot"  range on the slicer to filter all my customers who made last transaction within 0-30 days from today.

 

I have the following input:

 

Ranges Table (it is not conected with the model)

Ranges[Name] | Ranges[Min Value in Days] | Ranges[Max Value in Days]

Hot | 0 | 30
Warm| 30 | 60

Cold |60 | 180

Frozen |180 | 9999999

 

Sales Table
Sales[CustomerId] | Sales[InvoiceNo] | Sales[Date]

 

Mesures

#LastTransaction = LASTDATE(Sales[Date])

#DiffDates = if(ISBLANK([#LastTransaction]);BLANK();VALUE(TODAY()-[#LastTransaction]))

 

I have the following tabel report:

 

Sales[CustomerId] | #LastTransaction | #DiffDates

 

I need to filter for example only HOT range customers by selecting a range with use of filter/slicer.

 

Thx a lot for help !

 

Paweł

 

 

 

1 ACCEPTED SOLUTION
v-qiuyu-msft
Community Support
Community Support

Hi @paweldm,

 

In your scenario, you can create a new table from the Sales table:

 

Table = SUMMARIZE('Table1','Table1'[CustomerID],"LastTransaction",MAX('Table1'[date]))

 

Then create calculated columns in this table:

DiffDates = if(ISBLANK([LastTransaction]),BLANK(),VALUE(TODAY()-[LastTransaction]))

 

Range = SWITCH(TRUE(),'Table'[DiffDates]>0 && 'Table'[DiffDates]<30,"Hot",'Table'[DiffDates]>30 && 'Table'[DiffDates]<60,"Warm",'Table'[DiffDates]>60 && 'Table'[DiffDates]<180,"Cold",'Table'[DiffDates]>180 && 'Table'[DiffDates]<9999999,"Frozen")

 

Create a relationship between the Sales table and this new table use CustomerID. Drag Range column from the new table into a slicer visual. For more information, please check attached .pbix.

 

q2.PNGq3.PNGq4.PNG

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

3 REPLIES 3
v-qiuyu-msft
Community Support
Community Support

Hi @paweldm,

 

In your scenario, you can create a new table from the Sales table:

 

Table = SUMMARIZE('Table1','Table1'[CustomerID],"LastTransaction",MAX('Table1'[date]))

 

Then create calculated columns in this table:

DiffDates = if(ISBLANK([LastTransaction]),BLANK(),VALUE(TODAY()-[LastTransaction]))

 

Range = SWITCH(TRUE(),'Table'[DiffDates]>0 && 'Table'[DiffDates]<30,"Hot",'Table'[DiffDates]>30 && 'Table'[DiffDates]<60,"Warm",'Table'[DiffDates]>60 && 'Table'[DiffDates]<180,"Cold",'Table'[DiffDates]>180 && 'Table'[DiffDates]<9999999,"Frozen")

 

Create a relationship between the Sales table and this new table use CustomerID. Drag Range column from the new table into a slicer visual. For more information, please check attached .pbix.

 

q2.PNGq3.PNGq4.PNG

 

Best Regards,
Qiuyun Yu

Community Support Team _ Qiuyun Yu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.


@v-qiuyu-msft wrote:

Hi @paweldm,

 

In your scenario, you can create a new table from the Sales table:

 

Table = SUMMARIZE('Table1','Table1'[CustomerID],"LastTransaction",MAX('Table1'[date]))

 

Then create calculated columns in this table:

DiffDates = if(ISBLANK([LastTransaction]),BLANK(),VALUE(TODAY()-[LastTransaction]))

 

Range = SWITCH(TRUE(),'Table'[DiffDates]>0 && 'Table'[DiffDates]<30,"Hot",'Table'[DiffDates]>30 && 'Table'[DiffDates]<60,"Warm",'Table'[DiffDates]>60 && 'Table'[DiffDates]<180,"Cold",'Table'[DiffDates]>180 && 'Table'[DiffDates]<9999999,"Frozen")

 

Create a relationship between the Sales table and this new table use CustomerID. Drag Range column from the new table into a slicer visual. For more information, please check attached .pbix.

 

q2.PNGq3.PNGq4.PNG

 

Best Regards,
Qiuyun Yu


Is there a solution to add to the report one more measure to calculate frequency of invoices?

 

The frequency is to be calculated as a Customer LifeTime (calculated in days since the first transaction till today)  divided by TotalInvoices (calculated as a total number of invoices generated by a customer during its LifeTime)

 

My current tabel report has the following columns and works exelent with "temperature" slicer:

CustomerID | LastTransaction | DiffDates

 

 

Thank you ! It is brilliante solution.

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