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Anonymous
Not applicable

Distinct New clients - Last FY, FYTD, Last month, this month

Hi Community,

 

I need help in calculating distinct new clients Last FY, FYTD, Last month, this month. 

FY starts on July 1.

So, last FY = 1 Jul 20 - 30 Jun 2021

FYTD = 1 Jul 21 - today

Follwoing is my sample data set & expected result (in matrix form). Measure for 'This month' is in the Pbi file.

ExcelPBI_0-1630734491267.png

@Ashish_Mathur  updated Pbi: https://1drv.ms/u/s!Ag919_pO_UKrgRsvDQaPDqbiFQhz?e=KFhYco

 

Thanks!

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/

View solution in original post

5 REPLIES 5
Ashish_Mathur
Super User
Super User

Hi,

You may download my PBI file from here.

Hope this helps.

Untitled.png


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
Anonymous
Not applicable

@Ashish_Mathur Thanks heaps! I want the solution to work without the financial year & month selection. It doesn't work if I remove financial year & month filters on the page. Please suggest.

Also, would you suggest why the totals are not correct?

ExcelPBI_0-1630806068228.png

 

You are welcome.  I have devoted anough time to framing this solution and would not like to invest more time on this new request.  May be someone else can help you wih this.


Regards,
Ashish Mathur
http://www.ashishmathur.com
https://www.linkedin.com/in/excelenthusiasts/
aj1973
Community Champion
Community Champion

Hi @Anonymous 

First you need to add FY column to Datedim

aj1973_0-1630760097260.png

And a column for month number

then use FY to determine the distinctcount of Client ID

aj1973_1-1630760226350.png

 

I hereafter attached your file

https://drive.google.com/file/d/1fJmaRojA2GegsjTb2gcu1gU39z-WAQ-b/view?usp=sharing

 

 

 

Regards
Amine Jerbi

If I answered your question, please mark this thread as accepted
and you can follow me on
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Anonymous
Not applicable

@aj1973 thanks for replying, but this solution provides distinct clients, not distinct new clients.

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