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Anonymous's avatar
Anonymous
Not applicable
4 years ago
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Determining Status with Start and End Date

Hello,

 

I am currently working with a data set that has a StartDate column and an EndDate column of clients both set of dates tie into a status of the client (ie when they became a client and when they ceased being a client). I'm trying to visualize the month-to-month change in client retention to show the number added per month and the number leaving per month. 

 

What would be the right approach to model that a status is tied to the start and end date, but also show month to month change of the status?

My thought is that I need some sort of continous date table that is independant of the start and end dates. 

Presently I have 
Thank you!

  • Anonymous's avatar
    Anonymous
    4 years ago

    Hi Anonymous ,

     

    My thought is that I need some sort of continous date table that is independant of the start and end dates. 

    Yes, Please try:

    Calendar = CALENDAR(MIN('Table'[StartDate]),MAX('Table'[EndDate])) 
    Count of active clients = CALCULATE(COUNTROWS('Table'),FILTER('Table',[StartDate]<=MAX('Calendar'[Date]) && [EndDate]>=MAX('Calendar'[Date])))

    Output:

     

     Best Regards,
    Eyelyn Qin
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • PC2790's avatar
    PC2790
    Icon for Community Champion rankCommunity Champion

    Hello Anonymous ,

     

    Yes, you require a continuous date table to perform all time intellegence functions.

    You can create a calendar table either using Power Query or dax. 

    And then you can refer this article to write measues to get the required data which you can visualise in whatever way you want.

  • Anonymous's avatar
    Anonymous
    Not applicable

    Hi Anonymous ,

     

    My thought is that I need some sort of continous date table that is independant of the start and end dates. 

    Yes, Please try:

    Calendar = CALENDAR(MIN('Table'[StartDate]),MAX('Table'[EndDate])) 
    Count of active clients = CALCULATE(COUNTROWS('Table'),FILTER('Table',[StartDate]<=MAX('Calendar'[Date]) && [EndDate]>=MAX('Calendar'[Date])))

    Output:

     

     Best Regards,
    Eyelyn Qin
    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.