Filter Date from multiple tables

[sv12]

Hi,

I am new to DAX scripting and I trying to script the following condition:

• I want to calculate All the sales calls and emails sent to customers before their 1st purchase date, for every customer.

Data:

Table 1:

Customer ID	Date	Calls	Emails
1	1/1/2018	2	3
1	1/2/2018	1	2
1	1/1/2019	2	3
2	1/1/2019	5	6

Table2:

Customer ID	First Purchase Date
1	5/6/2018
2	2/3/2019

Any help would be appreciated!

Thanks

[Anonymous · Accepted solution]

Hello!

First, start by creating a one-to-many relationship from Table2 to Table1.

Then I created two measures to solve this, one for calls and one for emails:

Calls Before First Purchase Date = CALCULATE(SUM(Table1[Calls]), FILTER(Table1, Table1[Date] <= RELATED(Table2[First Purchase Date])))

Emails Before First Purchase Date = CALCULATE(SUM(Table1[Emails]), FILTER(Table1, Table1[Date] <= RELATED(Table2[First Purchase Date])))

Calculate the sum of the number of calls/emails for each Customer ID, but apply a filter such that the date of the emails are earlier than the first purchase date. Since we have created the one-to-many relationship between these two tables, the related function can find the corresponding first purchase date for the given Customer ID.

Hope this helps!