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Hazem47
New Member

Get Lapsed, New, Regained and Current IDs' Table

 

 

I have large series of Customer IDs" for more than 5 years and each donation for each one of them on specific day. 

 

I need to get a 4 main parameters: 

 1- Current Donors :  a unique DONOR ID with a DONATION ID and DONATION DATE in current and previous fiscal year

 

2-Regained Donors :  a unique DONOR ID with a DONATION ID and DONATION DATE in current fiscal year,

but not in previous fiscal year ,
but DONATION ID and DONATION DATE in year before previous fiscal year
 

3-New Donors :  a unique DONOR ID with a DONATION ID and DONATION DATE in current fiscal year,

but not in any previous fiscal year
 

4-Lapsed Donors : a unique DONOR ID with a DONATION ID and DONATION DATE in immediate previous fiscal year,

but not in current fiscal year
 
So, I need to return donor ID for Each Category of them to get a short list of Donor ID that match the selected category on Dashboards. 
2 REPLIES 2
v-shex-msft
Community Support
Community Support

Hi @Hazem47,

Can you please share some dummy data with a similar data structure and expected results? It should help us clarify your scenario and test to coding formula.

How to Get Your Question Answered Quickly  

Regards,

Xiaoxin Sheng

Community Support Team _ Xiaoxin
If this post helps, please consider accept as solution to help other members find it more quickly.
amitchandak
Super User
Super User

@Hazem47 , I have discussed a similar topic in this blog

https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...

 

 

Use datesytd with FY end date in place of datesmtd

example

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"3/31"))

 

 

also refer this, if you do have date

Power BI — Year on Year with or Without Time Intelligence
https://medium.com/@amitchandak.1978/power-bi-ytd-questions-time-intelligence-1-5-e3174b39f38a
https://www.youtube.com/watch?v=km41KfM_0uA

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