CountRows of Matrix Visualization with values from a Measure

[wongzqn]

Hello, I have this matrix visualization below, corporate donor name from table 1, year 2017-2020 from table 2, and the values (donor status) as a measure to categorize the donor status.  

The ultimate goal is to calculate the number of 'new', 'lapsed', 'recurring', 'lost', 'recovered' (values) for each year to do a YoY analysis. Currently met with difficulty to countrows on measure. 

Not sure and 

Appreciate your help! 

[Greg_Deckler]

Not really enough information to go on, please first check if your issue is a common issue listed here: https://community.powerbi.com/t5/Community-Blog/Before-You-Post-Read-This/ba-p/1116882

Also, please see this post regarding How to Get Your Question Answered Quickly: https://community.powerbi.com/t5/Community-Blog/How-to-Get-Your-Question-Answered-Quickly/ba-p/38490

The most important parts are:
1. Sample data as text, use the table tool in the editing bar
2. Expected output from sample data
3. Explanation in words of how to get from 1. to 2.

[amitchandak]

@wongzqn ,  The information you have provided is not making the problem clear to me. Can you please explain with an example.
Can you share sample data and sample output in table format?

Please refer these three

https://blog.enterprisedna.co/new-vs-existing-customers-advanced-analytics-w-dax/
https://www.sqlbi.com/articles/computing-new-customers-in-dax/

https://community.powerbi.com/t5/Desktop/Churn-Rate-lost-Customer/m-p/1173754#M529196

Appreciate your Kudos.

[wongzqn]

Hi @amitchandak, thanks for reverting!

Sample data:

Donor Name	Donation Value	Donation Date
DonorA	500	9 Sep 2018
DonorB	1000	8 Dec 2018
DonorA	1000	7 Mar 2019

Sample Output:

Donor Status	Year	Count
New	2017	10
Lost	2017	7
Recurring	2017	9
Recovered	2017	10
Lasped	2017	43
New	2018	15
Lost	2018	12
Recurring	2018	8
Recovered	2018	11
Lasped	2018	45
New	2019	20
Lost	2019	15
Recurring	2019	16
Recovered	2019	15
Lasped	2019	47

The value of 'Donor Status' is a measure where I categorize and label based on date and donation:

2.9 Donor Status =

VAR ThisYearDonations =
CALCULATE(SUM(CombinedData[Donation Cash Value]), DATESYTD(_Calendar[Date]))

VAR LastYearDonations =
CALCULATE(SUM(CombinedData[Donation Cash Value]), PREVIOUSYEAR(_Calendar[Date]))

VAR PriorYearsDonations =
CALCULATE(SUM(CombinedData[Donation Cash Value]),
       FILTER(
           ALL(_Calendar[Date]),
           YEAR(_Calendar[Date]) < YEAR(MAX(_Calendar[Date]))-1
         )
)

RETURN
      IF(AND(ThisYearDonations = 0 && LastYearDonations = 0, PriorYearsDonations > 0), "Lost",
              (IF(AND(ThisYearDonations= 0 && LastYearDonations = 0, PriorYearsDonations = 0), "NA",
              (IF(AND(ThisYearDonations = 0, LastYearDonations > 0), "Lapsed",
              (IF(AND(ThisYearDonations > 0, LastYearDonations > 0), "Recurring",
              (IF(AND(ThisYearDonations > 0 && LastYearDonations = 0, PriorYearsDonations > 0), "Recovered",
            (IF(AND(ThisYearDonations > 0 && LastYearDonations = 0, PriorYearsDonations = 0), "New", BLANK())))))))))))

[v-deddai1-msft · Accepted solution]

Hi @wongzqn,

Please refer to the steps:

1. Create a status table by enter data:

Then create a calculated table:

Donor Status year = CROSSJOIN(VALUES('Status'[Donor Status]),VALUES(_Calendar[Year]))

Then you can use the following measure to count values:

Measure =
VAR t =
    SUMMARIZE (
        CROSSJOIN ( VALUES ( CombinedData[Donor Name] ), VALUES ( _Calendar[Year] ) ),
        CombinedData[Donor Name],
        _Calendar[Year],
        "status", [Donor Status]
    )
RETURN
    COUNTX (
        FILTER (
            t,
            [Year] = MAX ( 'Donor Status year'[Year] )
                && [status] = MAX ( 'Donor Status year'[Donor Status] )
        ),
        [Donor Name]
    ) + 0

For more details, please refer to pbix file:  https://qiuyunus-my.sharepoint.com/personal/pbipro_qiuyunus_onmicrosoft_com/_layouts/15/onedrive.asp...

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

[wongzqn]

Hi @v-deddai1-msft, 

Appreciate your revert. 

I am having error with the DAX you've provided - see below.  Not sure what went wrong 😞