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Anonymous
Not applicable

Active Clients

I have a date when client started to work with the company, and date when he finished/terminated.

I need to calculate what was total number of active clients in any given moment, First goal to see by years and then by months

I have difficulties to represent that client can be active within several months and then terminate. Usual approach stick to the one date not the range

Can you help?

1 ACCEPTED SOLUTION

Hi @Anonymous

Create a calendar date table in Editor Queries,

Create a blank query->open advanced editor, paste the following code 

let
Source = List.Dates(#date(2018, 1, 1),365, #duration(1, 0, 0, 0)),
#"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Renamed Columns" = Table.RenameColumns(#"Converted to Table",{{"Column1", "date"}})
in
#"Renamed Columns"

close &&apply,

create relationship between calendar table and your data table (called "Sheet1" in my test) based on "Sheet1"[start date] <->"calendar"[date]

create a measure in Sheet1,

no_count =
CALCULATE (
    COUNT ( Sheet1[client] ),
    FILTER (
        ALL ( Sheet1 ),
        [start date] <= MAX ( 'calendar'[date] )
            && [end date] >= MAX ( 'calendar'[date] )
    )
)

add "calendar"[date] in the Axis, measure in the value field

 

2.png

 

Best Regards

Maggie

 

 

 

 

View solution in original post

10 REPLIES 10
Anonymous
Not applicable

Can any one help me? still fighting with the task
v-juanli-msft
Community Support
Community Support

Hi @Anonymous

For this :

"represent that client can be active within several months and then terminate"

Do you mean:

select terminate date (eg.2018/12/20), then select "3 months", you need to show the clients who are active in the period :"2018/9/20~2018/12/20"

 

Please clear me, if it is convenient, could you show me an example?

 

Best Regards

Maggie

 

Anonymous
Not applicable

@v-juanli-msft

I've drown bar chart please take a look https://www.dropbox.com/s/d0tfbh0l6g6u4m4/IMG_20190104_100404.jpg?dl=0

Hi @Anonymous

Create a calendar date table in Editor Queries,

Create a blank query->open advanced editor, paste the following code 

let
Source = List.Dates(#date(2018, 1, 1),365, #duration(1, 0, 0, 0)),
#"Converted to Table" = Table.FromList(Source, Splitter.SplitByNothing(), null, null, ExtraValues.Error),
#"Renamed Columns" = Table.RenameColumns(#"Converted to Table",{{"Column1", "date"}})
in
#"Renamed Columns"

close &&apply,

create relationship between calendar table and your data table (called "Sheet1" in my test) based on "Sheet1"[start date] <->"calendar"[date]

create a measure in Sheet1,

no_count =
CALCULATE (
    COUNT ( Sheet1[client] ),
    FILTER (
        ALL ( Sheet1 ),
        [start date] <= MAX ( 'calendar'[date] )
            && [end date] >= MAX ( 'calendar'[date] )
    )
)

add "calendar"[date] in the Axis, measure in the value field

 

2.png

 

Best Regards

Maggie

 

 

 

 

Anonymous
Not applicable

Thank you @v-juanli-msft

 

But the result is not what I expected. Number of active clients have to grow up month to month. 
Maybe it is my bad I did not mention that some clients are active so termination column is empty so this is how we understand whether client is active or terminated

 

Capture.PNG

 

 

 

 

 

 

 

 

 

Expected result (edited)

 

Capture1.PNG

Anonymous
Not applicable

@v-juanli-msft

 

Thank you, found out how to make it. 

 

Anonymous
Not applicable

Any ideas? or should I "decode" what I meant?

Hi,

 

Share some data and show the expected result.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

@Ashish_Mathur hi I make a example above, please see file (url to dropbox)

Hi,

 

I do not see any URL to download your Excel file.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

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