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Hi guys,
I have created the following formula to capture the unique new funded clients
New/Additional = if(ISEMPTY(CALCULATETABLE
('meAccountTransaction',ALLEXCEPT
('meAccountTransaction','meAccountTransaction'[ClientID]),'meAccountTransaction'[TransactionDate] < EARLIER
('meAccountTransaction'[TransactionDate]))), "New", "additional")
The above gives me the value whether "New or Additional", based on date (EARLIER) regardless of the amount of the deposit & nor if there is any earlier deposit in the current month.
What I would like to have is:
_______
1- IF meAccountTransaction'[ClientID] does not exist prior to this month
&
2- IF meAccountTransaction'[Sum Deposits] per meAccountTransaction'[ClientID] during the current month is greater than 200
Then
"New", "additional"
_______
appreciate any help
Thanks,
M
Solved! Go to Solution.
In this scenario, you can just use MONTH() to compare the month part of [TransactionDate], and use AND() to combine the condition in IF(). The expression can be like:
New/Additional = if( AND( ISEMPTY( CALCULATETABLE ('meAccountTransaction', ALLEXCEPT('meAccountTransaction','meAccountTransaction'[ClientID]), MONTH('meAccountTransaction'[TransactionDate]) < MONTH(EARLIER ('meAccountTransaction'[TransactionDate])) )), 'meAccountTransaction'[Sum Deposits]>200), "New", "additional")
See my test sample below:
Regards,
In this scenario, you can just use MONTH() to compare the month part of [TransactionDate], and use AND() to combine the condition in IF(). The expression can be like:
New/Additional = if( AND( ISEMPTY( CALCULATETABLE ('meAccountTransaction', ALLEXCEPT('meAccountTransaction','meAccountTransaction'[ClientID]), MONTH('meAccountTransaction'[TransactionDate]) < MONTH(EARLIER ('meAccountTransaction'[TransactionDate])) )), 'meAccountTransaction'[Sum Deposits]>200), "New", "additional")
See my test sample below:
Regards,
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