Count of Customers with greater than "n" sales on a rolling 12 month basis

[rrafferty37]

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!

[Anonymous]

@Ashish_Mathur , while this will likely still work, it is not optimal.

SUMMARIZE() has very poor performance when additional columns are added.  It's much better to use

ADDCOLUMNS(
	SUMMARIZE(
		Table,
		Column1,
		etc.
	),
	"Column to add", <expression>
)

Or, use SUMMARIZECOLUMNS()

SQLBI has an extensive article on this topic:

https://www.sqlbi.com/articles/introducing-summarizecolumns/

[Ashish_Mathur]

Thank you for sharing that @Anonymous.

[Anonymous]

@rrafferty37 , try this:

[# Customers above R12 Sales Threshold] =
// Change this value as needed
VAR Threshold = 5000
VAR Rolling12ByCustomer =
	ADDCOLUMNS(
		VALUES(FactTable[Customer Code])
		,"Rolling 12 Sales", [R12 M Sales]
	)
VAR CustomersOverThreshold = 
	FILTER(
		Rolling12ByCustomer
		,[Rolling 12 Sales] >= Threshold
	)
VAR Result =
	COUNTROWS(CustomersOverThreshold)
RETURN
Result

1) Build a temporary table that computes the Rolling 12 sales for each customer (the date in the current filter context will provide the proper rolling 12 months).

2) Filter that temporary table to only the those customers that have sales >= threshold (set as a variable so that you can adjust it, or call it from a measure)

3) Count the number of rows in the filtered table

[rrafferty37]

So this almost works.  For each particular year/month, if the customer had no sales in that given month they would not be counted (even though the R12 M Sales was over the threshold).  

This was filtered on the most recent month completed (April 2019).  Still new to DAX, but it seems like at the month level is where the addcolumns expression starts, and if there are no sales for that month the customer is not added.  I am not sure how to remedy this, but I despite this not serving my exact needs I have learned a lot by going through this post line by line. Thank you!!

[d_gosbell]

Are you just after a count of the distinct customer codes?

Would something like the following work:

R12 M Customers =
CALCULATE (
    DISTINCTCOUNT( Table1[CustomerCode] ),
    DATESINPERIOD ( 'Date'[Date], 
    EOMONTH ( MIN ( 'Date'[Date] ), 0 ), 
    -12, MONTH 
    )
)