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Hi,
I have the following table of customer's and revenue dates. I would like to create DAX calculated column that tags the customer as 'New' when there is no revenue reported in the previous month. It's an easy formula in excel, but how do I replicate it in DAX? Thank you
RevenueDate | Customer | DAX Formula |
01/01/2022 | Client A | New |
01/02/2022 | Client A | |
01/03/2022 | Client A | |
01/05/2022 | Client A | New |
Solved! Go to Solution.
sorry for the delay in responding.
you could try something like this
Proud to be a Super User!
hello,
I did it with this formula :
hello,
I did it with this formula :
Thanks Thomas, but still didn't work.
Sorry to ear that 😞 it was working on my Pbix file.
PS : Do you know how to add pbix files ? i can't find any option to do that.
No worries, I have found the solution.
sorry for the delay in responding.
you could try something like this
Proud to be a Super User!
Thanks Vanessa,
The solution didn't seem to work, but I see where you're coming from with using the Previous Month logic. I have now created a PreviousMonth column in my data set, I just can't find a DAX formula that will result in the below (where previousDate is not found in RevenueDate for Client A)
Thank you
RevenueDate | PreviousDate | Client | DAX Formula |
01/06/2022 | 01/05/2022 | Client A | New |
01/07/2022 | 01/06/2022 | Client A | |
01/08/2022 | 01/07/2022 | Client A | |
01/10/2022 | 01/09/2022 | Client A | New |
is it only the previous month your are interested in or if they have never had a revenue date before? basically just taking their first date and assigning it to new?
Proud to be a Super User!
Only previous month please. I have a formula already to calculate if the customer has already recognized revenue in the past. Thank you.
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