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Hello,
This is what my data table looks like (the pertitent part):
Order | Line # | Customer Code | Date | Sale |
001 | 1 | A | 1/1/2018 | 25 |
001 | 2 | A | 1/1/2018 | 50 |
001 | 3 | A | 1/1/2018 | 25 |
001 | 4 | A | 1/1/2018 | 75 |
This data is for a few thousand customers over the past 5+years.
What I am looking to do is get a count of the customers over a certain amount of sales in the last rolling 12 month period (for example $5000 in the last 12 months).
Additionally, I have a year/month graph that shows the rolling 12 months over time. I would like to have the customer data shown the same way so that I can have a bar/line combo graph showing both metrics.
I am getting stuck on the count.
For the Rolling 12 Sales I have:
R12 M Sales = CALCULATE ( [Sales], DATESINPERIOD ( 'Date'[Date],
EOMONTH ( MIN ( 'Date'[Date] ), 0 ),
-12, MONTH
)
)
And this works just fine.
Thanks!
Solved! Go to Solution.
Hi,
Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table. In the Calendar Table, extract the Year and Month via these calculated column formulas
Year = Year(Calendar[Date])
Month = FORMAT(Calendar[Date],"mmmm")
To your visual, drag Year and Month from the Calendar Table. Write this measure
Measure = COUNTROWS(FILTER(SUMMARIZE(CALCULATETABLE(VALUES(Data[Customer Code]),DATESBETWEEN(Calendar[Date],EDATE(MIN(Calendar[Date]),-11),MAX(Calendar[Date]))),[Customer Code],"ABCD",CALCULATE(SUM(Data[Sale]),DATESBETWEEN(Calendar[Date],EDATE(MIN(Calendar[Date]),-11),MAX(Calendar[Date])))),[ABCD]>5000))
This measure should give a count of customers every month who have in the 12 months ended that month given you business exceeding $5000.
Hope this helps.
There exist a simpler solution for this problem using one filter.
First create a slicer for year using date column and then create a simle table where you count number of customer_ids and apply a advanced filter using sales as data column for greater than 'n'.
But if you are interested in making column for this problem then please go ahead with DAX query.
Hi,
Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table. In the Calendar Table, extract the Year and Month via these calculated column formulas
Year = Year(Calendar[Date])
Month = FORMAT(Calendar[Date],"mmmm")
To your visual, drag Year and Month from the Calendar Table. Write this measure
Measure = COUNTROWS(FILTER(SUMMARIZE(CALCULATETABLE(VALUES(Data[Customer Code]),DATESBETWEEN(Calendar[Date],EDATE(MIN(Calendar[Date]),-11),MAX(Calendar[Date]))),[Customer Code],"ABCD",CALCULATE(SUM(Data[Sale]),DATESBETWEEN(Calendar[Date],EDATE(MIN(Calendar[Date]),-11),MAX(Calendar[Date])))),[ABCD]>5000))
This measure should give a count of customers every month who have in the 12 months ended that month given you business exceeding $5000.
Hope this helps.
hi,
reuse this measure in a calculate Funktion with sameperiodlastyear Funktion at the end
Thank you - would that be in place of DATESBETWEEN In the 2nd half of the measure?
This doesn't seem to work:
I found it, there was an extra comma in the formula; it works fine now. Thank you so much for your help!
Hello
thanks for the solution.
I'm planing to use the measure for a card visual in order to Drill Through the KPI.
But the Dax Function Countrows doesnt support Drill Through.
How can i transform your solution to an Count whick makes Drill Through possible?
greets
Hi,
Is the measure working fine in a non-drillthrough setup?
Hi,
yes there it works fine.
But using a card visual i cant implement Drill Through.
I had a same issue with a other measure.
There i was able to transfor the measure from a countrows to a sumx
after this the drill through was working
Hi,
I do not have experience with using drill throughs. I would still like to try to help. Share the download link of the PBI file. In there, clearly show the problem and the expected result.
Hi,
Share some data, describe the question and show the expected result.
Thank you @Ashish_Mathur I need to calculate
1. The number of clients who ordered more than 1000 times last week
2.The total volume of orders (for those clients who ordered more than 1000 times)
3.The percent to total (The contribution of those clients order to the total volume.)
The expected result should be a scalar value and visualized on a scorecard.
My data table looks like
Client | Order Date |
A | 04/21/2022 |
B | 04/12/2022 |
B | 03/17/2022 |
C | 04/28/2022 |
A | 04/29/2022 |
A | 04/27/2022 |
A | 04/24/2022 |
C | 04/22/2022 |
C | 04/28/2022 |
Thank you.
Hi,
You may download my PBI file from here.
Hope this helps.
Thank you @Ashish_Mathur
This is works great for last week. But I also have a date slicer and I want to give the flexiblity for my users to pick start and end date. How can I hard code the datesbetween to link with the date slicer?
That does not make a lot of sense to me. last week will obviously be with respect to Today's date so how does a slicer come into play now? Share some data to work with and clearly show the expected result.
Hello,
As things naturally progressed from using this solution, I have been trying to modify this to segment my customer base.
COUNTROWS ( FILTER ( SUMMARIZE ( CALCULATETABLE ( VALUES ( Sales[CustomerCode] ), DATESBETWEEN ( 'Date'[Date], EDATE ( MIN ( 'Date'[Date] ), -11 ), MAX ( 'Date'[Date] ) ) ), Sales[CustomerCode], "Metric", CALCULATE ( SUM ( Sales[Sales] ), DATESBETWEEN ( 'Date'[Date], EDATE ( MIN ( 'Date'[Date] ), -11 ), MAX ( 'Date'[Date] ) ) ) ), [Metric] > 2000 ) )
Using the above code (thank you!) I replicated it a number of times to count how many customers are in various segments ([Metric] >500/1000/200/400/8000/10000, etc.)
I want to be able to see the value of sales within each of these segments.
I tried to SUM intially by summing on my sales column and passing the filter expression in the above code but the output was not what I was looking for.
If I understand the above, a summary table consiting of customer codes within a rolling 12 month period is created. For each of these customer codes the sales over the same time period (written again within the sum expresioon inside the summarize expression) is calculated under the column name "Metric". The countrows expression simply counts any row where Metric is greater than whatever is specified. I want to just sum the Metric column using the same parameters and seem to be hitting a wall.
Thanks!
This function worked exactly as I needed it to! @Anonymous I will definitely be reading the article you linked to optimize this function. Thank you both so much, I have learned a great deal and have added a very useful component to my dashboard. Cheers!
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