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tomislav_mi
Helper II
Helper II

Calculated column - creating partition based on multiple values

Hello all,

I am struggling with how to create one complex calculated column. Desired calculated column is in orange Active Channel Customer.

The idea is to use the column Active Channel Account to create a new column Active Channel Customer
- If the account is active in a specific month, then the Active Channel Account will be a channel for customer level - column Active Channel Customer
- If there are 2 types of channels then the value in the calculated column is going to be "both"

Report DateAccountCustomerActiveActive Channel AccountActive Channel Customer
6/30/2022a1AFALSE Reseller
6/30/2022a2ATRUEResellerReseller
6/30/2022a3AFALSE Reseller
6/30/2022a4ATRUEResellerReseller
7/31/2022a1AFALSE Direct
7/31/2022a2AFALSE Direct
7/31/2022a3ATRUEDirectDirect
7/31/2022a4AFALSE Direct
6/30/2022b1bTRUEDirectBoth
6/30/2022b2bTRUEResellerBoth


Any help or advice is welcome.

Thanks!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@tomislav_mi , Try a new column like

 

new column =
var _1 = countx(filter(Table, [Customer] = earlier([Customer]) && [Report Date] = earlier([Report Date]) && [Active Channel] = "Reseller"), [Customer])
var _2 = countx(filter(Table, [Customer] = earlier([Customer]) && [Report Date] = earlier([Report Date]) && [Active Channel] = "Direct"), [Customer])
return
Switch(true(),
not(isblank(_1)) && not(isblank(_2)) , "Both",
not(isblank(_1)),"Reseller",
"Direct"
)

View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@tomislav_mi , Try a new column like

 

new column =
var _1 = countx(filter(Table, [Customer] = earlier([Customer]) && [Report Date] = earlier([Report Date]) && [Active Channel] = "Reseller"), [Customer])
var _2 = countx(filter(Table, [Customer] = earlier([Customer]) && [Report Date] = earlier([Report Date]) && [Active Channel] = "Direct"), [Customer])
return
Switch(true(),
not(isblank(_1)) && not(isblank(_2)) , "Both",
not(isblank(_1)),"Reseller",
"Direct"
)

@amitchandak 

Exactly what I was struggling to get! Great approach.
Thank you!

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