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nailifarhanah Frequent Visitor
Frequent Visitor

Compare customer name and amount

Hi,

 

I want to create a dashboard/table showing the number of new/lost customers compared to last year and the change contributed:

 

Last year

Customer nameAmount
A1000
B

200

C300

 

Current year

Customer nameAmount
A2000
C250
D500

 

The new table and dashboard that I want to create is as follows:

 

Customer nameOutputChange
AExisting1000
BLost-200
CExisting-50
DNew500

 

Appreciate anyone's help on this?

 

Thank you.

 

2 REPLIES 2
Super User
Super User

Re: Compare customer name and amount

@nailifarhanah how your raw data looks like. hope following links help

 

https://www.sqlbi.com/blog/marco/2014/06/26/calculate-new-returning-lost-and-recovered-customers-in-...

 

https://www.daxpatterns.com/new-and-returning-customers/






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nailifarhanah Frequent Visitor
Frequent Visitor

Re: Compare customer name and amount

 

Hi @parry2k 

 

Both years data are like the picture if that helps in 2 separate tables. I want to compare the customer name and the amount under GRSBAL.

 

image.png

 

Thank you.

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