Re: Compare customer name and amount

Anonymous · ‎12-09-2019

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 name	Amount
A	1000
B	200
C	300

Current year

Customer name	Amount
A	2000
C	250
D	500

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

Customer name	Output	Change
A	Existing	1000
B	Lost	-200
C	Existing	-50
D	New	500

Appreciate anyone's help on this?

Thank you.

parry2k · ‎12-09-2019

@Anonymous 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-dax/

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

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Anonymous · ‎12-09-2019

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.

Thank you.

Compare customer name and amount

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