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Anonymous
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Find status for a customer

Hi guys,

 

I am trying to build a report that can tell me whether a customer is new / current / lost.

This depends on the when they last ordered something at the company.

I thought I had it figured out with a summarize table, but the column will sometimes give all three different results for one single customer. It needs to be a column because we need to be able to sort on the customer status.

 

Below you can find what I use now in my summarize table:

"Status"; IF(CALCULATE(SUM('Reservations'[Amount]); 'PowerBI_Calendar'[Year] > (YEAR(TODAY())-3); 'PowerBI_Calendar'[Year] < YEAR(TODAY())) > 0 ; "Current" ; IF(CALCULATE(SUM('Reservations'[Amount]); 'bo PowerBI_Calendar'[Year] = YEAR(TODAY())); "New"; "Lost"))
 
Can anybody help?
 
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