Forum Discussion

Frequent Visitor

5 years ago

Solved

Question on relative time

I'm looking to create a custom column based on a date range to show customer activity.

Active = last invoice date within last four months

Active B= last invoice date within last 5-8 months

Active c= last invoice date within last 9-12 months

Inactive = last invoice date beyond 12months.

I can't seem to figure out the best way to do this, any help or guidance would be appreciated,

Thank you,

mahoneypat
5 years ago
Please try a column expression like this (DAX column, not a query column)

Invoice Status =
VAR vMonthsOld =
    DATEDIFF (
        Table[InvoiceDate],
        TODAY (),
        MONTH
    )
VAR vResult =
    SWITCH (
        TRUE (),
        vMonthsOld <= 4, "Active",
        vMonthsOld <= 8, "Active A",
        vMonthsOld <= 12, "Active B",
        "Inactive"
    )
RETURN
    vResult

Pat
mahoneypat
5 years ago
Yes. I think you could replace the vMonthsOld variable with

vMonthsOld = CALCULATE(MAX('P21&IBS Data'[Date]), ALLEXCEPT('P21&IBS Data', 'P21&IBS Data'[CustomerName]))

If not, please share some representative mock data for a modified solution.

Pat

4 Replies

mahoneypat
Microsoft Employee
5 years ago
Please try a column expression like this (DAX column, not a query column)

Invoice Status =
VAR vMonthsOld =
    DATEDIFF (
        Table[InvoiceDate],
        TODAY (),
        MONTH
    )
VAR vResult =
    SWITCH (
        TRUE (),
        vMonthsOld <= 4, "Active",
        vMonthsOld <= 8, "Active A",
        vMonthsOld <= 12, "Active B",
        "Inactive"
    )
RETURN
    vResult

Pat
- jwisrael
  Frequent Visitor
  5 years ago
  Thank you! This worked great, however, because my data goes line by line with invoices, this just bases it on where the date falls with that specific invoice. Is there a way to highlight the relative time from last invoice date by customer name within the expression you sent? I tried adding this into the expression,
  Last Customer Invoice Date = CALCULATE(LASTDATE('P21&IBS Data'[Date]), ALLEXCEPT('P21&IBS Data','P21&IBS Data'[CustomerName])).
mahoneypat
Microsoft Employee
5 years ago
Yes. I think you could replace the vMonthsOld variable with

vMonthsOld = CALCULATE(MAX('P21&IBS Data'[Date]), ALLEXCEPT('P21&IBS Data', 'P21&IBS Data'[CustomerName]))

If not, please share some representative mock data for a modified solution.

Pat
- jwisrael
  Frequent Visitor
  5 years ago
  I eneded up creating another date column for last invocie date and using that in the model you provided. Worked great, plus I can have a column that tells me their exact last invoice dat. I appreciate your help, thank you.
  
  JW