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jcnazarioaran
New Member

Two tables(years), same structure, one relation, what function is used in this case?

Good morning. I have a problem to solve, if you can help me. I have two tables (different year: 2018-2019) with the same structure. I have two important variables in each of those tables : Clients and year. I want to identify two groups :
The clients that come again in 2019 and classify them as continuators
Customers who do not come in 2019 : classify them as lost.
Any idea how? Thank you very much.

1 ACCEPTED SOLUTION
rainer1
Resolver III
Resolver III

Hi,

 

It was quite fun to solve your Problem. 

 

At First two sample Tables based on your Information.

 

ClientTable2.png

 

The Data Inside of the Tables.

Clients Table.png

 

Then I build up a new calculated Table I call it Clients. With all Unique Clients as the first Column with this Dax Code.

Clients = DISTINCT(UNION(ALLSELECTED('Client-Year2018'[Client]);ALLSELECTED('Client-Year2019'[Client])))

 

After that you can calculate for each unique Client if it present or not with the Dax Code below in a new Calculated column.

I Modified it a bit to know if a customer comes new in 2019.

 

Classification = 

var present2018 = LOOKUPVALUE('Client-Year2018'[Client]; 'Client-Year2018'[Client]; Clients[Client])
var present2019 = LOOKUPVALUE('Client-Year2019'[Client]; 'Client-Year2019'[Client]; Clients[Client])
Return
IF(present2018 = Clients[Client] && present2019 = Clients[Client]; "continuators"; IF(present2018 = Clients[Client] && NOT(present2019 = Clients[Client]); "Lost"; IF(NOT(present2018 = Clients[Client]) && present2019 = Clients[Client]; "New")))

 

The new Table looks like this.

 

newTable.png

 

I hope this will help.

 

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2 REPLIES 2
rainer1
Resolver III
Resolver III

Hi,

 

It was quite fun to solve your Problem. 

 

At First two sample Tables based on your Information.

 

ClientTable2.png

 

The Data Inside of the Tables.

Clients Table.png

 

Then I build up a new calculated Table I call it Clients. With all Unique Clients as the first Column with this Dax Code.

Clients = DISTINCT(UNION(ALLSELECTED('Client-Year2018'[Client]);ALLSELECTED('Client-Year2019'[Client])))

 

After that you can calculate for each unique Client if it present or not with the Dax Code below in a new Calculated column.

I Modified it a bit to know if a customer comes new in 2019.

 

Classification = 

var present2018 = LOOKUPVALUE('Client-Year2018'[Client]; 'Client-Year2018'[Client]; Clients[Client])
var present2019 = LOOKUPVALUE('Client-Year2019'[Client]; 'Client-Year2019'[Client]; Clients[Client])
Return
IF(present2018 = Clients[Client] && present2019 = Clients[Client]; "continuators"; IF(present2018 = Clients[Client] && NOT(present2019 = Clients[Client]); "Lost"; IF(NOT(present2018 = Clients[Client]) && present2019 = Clients[Client]; "New")))

 

The new Table looks like this.

 

newTable.png

 

I hope this will help.

 

-------------------------------------------------------------------
Did I answer your question? Mark my post as a solution!
It was useful? Press Thumbs Up!

View solution in original post

Thank you. Very thankful

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