Using Sumx & Summarize - remove date filter

[christina_chapm]

Hi Community,

I am looking for some help on how to ignore a month when I add it to my table.

The intent of this table is to show if the customer did not order during baseline dates (example 8/1/22 thru 7/31/23), but has now ordered more than a qty of 2 after baseline dates then count sales.  If they did order during baseline dates, then do not count sales.

Here are my dax formulas:

New Distribution Qty 

New Distribution Qty =
IF([Total Qty Baseline]=0 && [Total Qty New Distribution] > 2,
[Total Qty New Distribution],0)

Gaps Closed:

Gaps Closed =
SUMX(SUMMARIZE('VALUE ENTRY', CUSTOMER[Territory Code],CUSTOMER[Customer Code],'ITEM'[Item No]), IF([Total Qty Baseline] =0 && [Total Qty New Distribution] > 2 , 1 ,0)+0)

Here is what the correct table would show:

But then when I go to add in the month column - the current dax formula will include each month of orders if baseline quantity was 0.  I am looking for the formula to count only the first sale order and ignore all of the future orders.

Here is what the table shows:

I will know the formula is working when Customer A shows only the sales order in August. 

September and October's sales orders would not count.  

Really hoping someone can help me here 😊

Thanks so much,

Christina

[some_bih]

Hi @christina_chapm example is below on link

https://dax.guide/minx/ 

[christina_chapm]

Hi @some_bih ,

The link only shows how to identify the minimum in the context of sales amount.  I'm looking for the first order date sales amount with ignoring month context which unfortunately it does not show. 

Best,

Christina

[some_bih]

Hi @christina_chapm please share example file, with expected output

[some_bih]

Hi @christina_chapm idea: if you have already measure try to use MINX per customer ID for that measure

For "dates" think about Calendar par Year-Month, not just month as you could be missleaded only using month (or you realy want it)

[christina_chapm]

Hi @some_bih ,

Thanks for the response! 

Can you give me an example of how I would integrate MINX with customer ID into the formula?

Thanks again,

Christina