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rohanjha1988
Helper II
Helper II

First Sales Value

Hi All, Need one small help :-

 

I have day wise client wise sales data for last 7 years. I need to calculate the average value of first order of clients. I have calculated the first sales date by FIRSTDATE but totally stuck on how to proceed further. 

1 ACCEPTED SOLUTION
Ashish_Mathur
Super User
Super User

Hi,

Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  Write these measures:

Date of first interaction = Calculate(min(Data[Sales Date]),datesbetween(Calendar[Date],minx(all(Calendar),Calendar[Date]),max(Calendar[Date])))

Sale on first date = calculate(sum(Data[Total sale]),datesbetween(Calendar[date],[Date of first interaction],[Date of first interaction]))

To your visual, drag Customer from the Data table and the second measure.

Hope this helps.

 


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

View solution in original post

8 REPLIES 8
Ashish_Mathur
Super User
Super User

Hi,

Create a Calendar Table and build a relationship from the Date column of your Data Table to the Date column of your Calendar Table.  Write these measures:

Date of first interaction = Calculate(min(Data[Sales Date]),datesbetween(Calendar[Date],minx(all(Calendar),Calendar[Date]),max(Calendar[Date])))

Sale on first date = calculate(sum(Data[Total sale]),datesbetween(Calendar[date],[Date of first interaction],[Date of first interaction]))

To your visual, drag Customer from the Data table and the second measure.

Hope this helps.

 


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

Many thanks. This formula works. But there is one issue. The grand total is not correct?Image 1.PNG

Whom are you replying to?  If it's me, then share the link from where i can download your Excel file.


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

@rohanjha1988 , if you have incremental order no

 

First Order Value = AverageX(Summarize(table[client],"_1", FIRSTNONBLANKVALUE(Table[Order No],sum(Table[Sales]))),[_1])
Last Order Value = AverageX(Summarize(table[client],"_1", LASTNONBLANKVALUE(Table[Order No],sum(Table[Sales]))),[_1])

 

I did not saw the last update. But you may use date, in place of order no if needed

 

AllisonKennedy
Super User
Super User

Have you calculated that first sales date as MEASURE or COLUMN? If as column, then you can just take average.

My advice would be to add a calculated column to determine if the order is first order date, then use FILTER function and AVERAGEX:
MEASURE = AVERAGEX(FILTER(sales, Sales[ISFIRSTDATE]="Yes"),SalesAmt)

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
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I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

I have a master list of all the customers where the total consolidated historical sales is available. In the same table, I have fetched the FirstDate of order per customer. Now i need the first order value. I have attached a picture of the query. Issue.PNG

We'll need to see the column headings for the orders table to help more. Also, what formula did you use for the First Sales Date and what are the names of your tables? The process will be similar.

Please @mention me in your reply if you want a response.

Copying DAX from this post? Click here for a hack to quickly replace it with your own table names

Has this post solved your problem? Please Accept as Solution so that others can find it quickly and to let the community know your problem has been solved.
If you found this post helpful, please give Kudos C

I work as a Microsoft trainer and consultant, specialising in Power BI and Power Query.
www.excelwithallison.com

There are 2 tables - Sales Master and Customer Master 

 

Sales Master:- It has order wise details of customers. I have attached the screenshot. 

 

Cust Master :- In this all the basic details like Customer Id, name etc is given. For calculating the firstdate i have used following formula :- 

 

First Sales Date =CALCULATE(FIRSTDATE(SalesMaster[Sales Date (DD-MM-YYYY)]))

 

Ideally I want to create a measure using this First Sales Date as an input. Cust Master.PNGSales Master Table.PNG

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