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Super User
Super User

New Customer with Variables

Hi, I need to sort our customers into new, returning, multiple purchases in current financial year who bought in the previous year and new customers with multiple purchases in financial year. The dax calculation needs to be dynamic so that i can use it to determine sales amount and orders of product by the customers. 


Financial year runs from May-April, so new customers who've acquired between these dates would need to be defined as a new customer.


Any help with this would be greatly appreciated!





Super User
Super User

Hi @Mahesh0016

many thanks for your reply, My desired outcome is detailed below, as is my current calculation for new customers the issue is, the calculation is can't separate customers who meet the criteria for all 3 requirements.


Requirements need to be: 


1. New customer in financial year having made 1 purchase

2. Returning customer from a prior financial year who has made 1 puchase in selected financial year

3. new customers making multiple purchases in finaincial year

4. returning customers from a prior fy who make multpile purchasses in selected financial year

Solution Sage
Solution Sage

Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

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