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Hello All,
I have a table with clients, date and deposit amount. What I want is to count how many clients made first deposit and how much they deposited with the most efficient way.
What I did:
I created a new table with clients and the min date for each one. Then I run a lookup and I put "YES" if the FTD date match with the Deposit Date . Then I count and sum with filter "YES".
FTD count = 5
FTD amount = 950
I suppose that there is a more efficient way to calculate the above with firstnonblank, without using additional table. Can anyone help me out?
See below:
Table at the beginning.
Client | Deposit Date | Deposit Amount |
a | 01/01/2019 | 100 |
b | 02/01/2019 | 200 |
c | 03/01/2019 | 50 |
d | 04/01/2019 | 400 |
e | 05/01/2019 | 200 |
d | 06/01/2019 | 50 |
a | 07/01/2019 | 80 |
b | 08/01/2019 | 800 |
c | 09/01/2019 | 90 |
d | 10/01/2019 | 150 |
a | 11/01/2019 | 250 |
a | 12/01/2019 | 300 |
b | 13/01/2019 | 180 |
c | 14/01/2019 | 90 |
d | 15/01/2019 | 70 |
a | 16/01/2019 | 50 |
Table Created:
Client | FTD Date |
a | 01/01/2019 |
b | 02/01/2019 |
c | 03/01/2019 |
d | 04/01/2019 |
e | 05/01/2019 |
Final table:
Original Data Table | Calculated Columns | |||
Client | Deposit Date | Deposit Amount | FTD Date | FTD (YES/NO) |
a | 01/01/2019 | 100 | 01/01/2019 | YES |
b | 02/01/2019 | 200 | 02/01/2019 | YES |
c | 03/01/2019 | 50 | 03/01/2019 | YES |
d | 04/01/2019 | 400 | 04/01/2019 | YES |
e | 05/01/2019 | 200 | 05/01/2019 | YES |
d | 06/01/2019 | 50 | 04/01/2019 | NO |
a | 07/01/2019 | 80 | 01/01/2019 | NO |
b | 08/01/2019 | 800 | 02/01/2019 | NO |
c | 09/01/2019 | 90 | 03/01/2019 | NO |
d | 10/01/2019 | 150 | 04/01/2019 | NO |
a | 11/01/2019 | 250 | 01/01/2019 | NO |
a | 12/01/2019 | 300 | 01/01/2019 | NO |
b | 13/01/2019 | 180 | 02/01/2019 | NO |
c | 14/01/2019 | 90 | 03/01/2019 | NO |
d | 15/01/2019 | 70 | 04/01/2019 | NO |
a | 16/01/2019 | 50 | 01/01/2019 | NO |
Solved! Go to Solution.
Hi @Anonymous
You can add this two columns to yourTable.
FTD = CALCULATE( MIN(yourTable[Deposit Date]), ALLEXCEPT(yourTable, yourTable[Client]) )
FTD (YES/NO) = IF(yourTable[Deposit Date] = yourTable[FTD], "YES", "NO")
Regards,
Mariusz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous
You can add this two columns to yourTable.
FTD = CALCULATE( MIN(yourTable[Deposit Date]), ALLEXCEPT(yourTable, yourTable[Client]) )
FTD (YES/NO) = IF(yourTable[Deposit Date] = yourTable[FTD], "YES", "NO")
Regards,
Mariusz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Hi @Anonymous
Actualy FIRSTDATE would be better as it will find first nonblanc date.
FTD = CALCULATE( FIRSTDATE(yourTable[Deposit Date]), ALLEXCEPT(yourTable, yourTable[Client]) )
Regards,
Mariusz
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
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