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I have data that looks like this
Credit Unions
Credit union key credit union name Membership size
1 ABC CU 20000
2 ABC CU 20000
3 ABC CU 20000
5 XXX CU 10000
Activations
Credit Union Key Customer Key Activation date
1 1 10/31/18
1 2 10/31/18
2 3 11/01/18
3 4 02/02/19
5 5 01/03/19
5 6 02/01/19
I want to find the first date a customer activated at the Credit union
I am using this and it works until I put a page filter of 2019 onto my report
First Activation Date =
MINX(DISTINCT('Credit Unions'[Credit Union Name]),CALCULATE(min('Activations'[Activation Date])
, ALL(Dates[FullDate]))
I am also trying to get the count of activations in 2019 by doing this
Activation to New Cus =
CALCULATE([Total Activations],Filter('Credit Unions',[First Activation Date] >DATEVALUE("12/31/18")),all(Dates[FullDate]))
Lastly I need a year to date total as well
Thank you in advance.
Linda
Hi @Anonymous ,
First Activation Date = MINX ( DISTINCT ( 'Credit Unions'[Credit Union Name] ), CALCULATE ( MIN ( 'Activations'[Activation Date] ) ) ) Activation to New Cus = CALCULATE ( DISTINCTCOUNT ( 'Credit Unions'[credit union name] ), FILTER ( ALLSELECTED ( 'Credit Unions'[credit union name] ), YEAR ( [First Activation Date] ) = YEAR ( TODAY () ) ) )
Best regards,
Yuliana Gu
Thank you so much - but your solution did not work - see screen shot below. I renamed your formulas to First Activation Date 2 and Activation to New CU2. You can see the results next to the correct ones that I did in SQL prior to loading the data.
This Visual is filtered to 2019
oh man - this is driving me crazy.
I put an indicator in to give me a yes or no and this works
I gave up and ended up doing the logic in SQL but I would love to know the answer.
ok - I figured out the first activation peice
the new code is
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