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jeroenwmwillems
Advocate I
Advocate I

Help in first occurance based on three columns

Hi all,

 

Hope you can share your wisdom with me and help me set up a column query for the following:

I'm trying to create a colum that tags the first visit of a user to a location. I have a date column, a location column and a user column.

What formula would I have to write up to get the output as in my screenshot?

 

Thanks in advance for your help on this one! 

jeroenwmwillems_0-1684475491267.png

 

 

1 ACCEPTED SOLUTION
rajulshah
Memorable Member
Memorable Member

Hello @jeroenwmwillems ,

 

You can use the following DAX query for a calculated column:

 

Output = 
VAR FirstVisitDate =
    CALCULATE (
        MIN ( Visits[Date] ),
        FILTER (
            Visits,
            Visits[User] = EARLIER ( Visits[User] )
            && Visits[Location] = EARLIER ( Visits[Location] )
                && Visits[Date] <= EARLIER ( Visits[Date] )
        )
    )
VAR FirstVisitLocation =
    CALCULATE (
        MIN ( Visits[Location] ),
        FILTER (
            Visits,
            Visits[User] = EARLIER ( Visits[User] )
            && Visits[Location] = EARLIER ( Visits[Location] )
                && Visits[Date] >= EARLIER ( Visits[Date] )
        )
    )
VAR SelectedUser = Visits[User]
RETURN
    IF (
        Visits[User] = SelectedUser
            && Visits[Date] = FirstVisitDate
            && Visits[Location] = FirstVisitLocation,
        "First Visit",
        "Follow up Visit"
    )

 

 

Please try this and let me know if this didn't work.

View solution in original post

2 REPLIES 2
rajulshah
Memorable Member
Memorable Member

Hello @jeroenwmwillems ,

 

You can use the following DAX query for a calculated column:

 

Output = 
VAR FirstVisitDate =
    CALCULATE (
        MIN ( Visits[Date] ),
        FILTER (
            Visits,
            Visits[User] = EARLIER ( Visits[User] )
            && Visits[Location] = EARLIER ( Visits[Location] )
                && Visits[Date] <= EARLIER ( Visits[Date] )
        )
    )
VAR FirstVisitLocation =
    CALCULATE (
        MIN ( Visits[Location] ),
        FILTER (
            Visits,
            Visits[User] = EARLIER ( Visits[User] )
            && Visits[Location] = EARLIER ( Visits[Location] )
                && Visits[Date] >= EARLIER ( Visits[Date] )
        )
    )
VAR SelectedUser = Visits[User]
RETURN
    IF (
        Visits[User] = SelectedUser
            && Visits[Date] = FirstVisitDate
            && Visits[Location] = FirstVisitLocation,
        "First Visit",
        "Follow up Visit"
    )

 

 

Please try this and let me know if this didn't work.

Thanks heaps for this, that worked!

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