Historical trends based on date

[Anonymous]

Hi all, I have a table that contains both recent and historical data from the customer base. The rows with date 7/30/20 were the customer base on this date, and 8/30/20 represents the customer base on 8/30/20. So as we can see, the renewal status of a few customers changed, and Tesla was added as a new customer. 

I want to be able to create a table visual showing only customers whose renewal status changed from 7/30/20 to 8/30/20 (in this case it would be LinkedIn and Amazon). I also want to be able to create a visual showing only the new customers between 7/30/20 and 8/30/20 (in this case, just Tesla). Any thoughts on how to do this?

Customer	Date	Renewal Status
LinkedIn	7/30/20	Green
Microsoft	7/30/20	Green
Amazon	7/30/20	Red
LinkedIn	8/30/20	Yellow
Microsoft	8/30/20	Green
Amazon	8/30/20	Yellow
Tesla	8/30/20	Green

[v-lili6-msft]

hi  @Anonymous 

For your case, create two measure as below:

renewal status changed = 
var _table= SUMMARIZE('Table','Table'[Customer],"_countstatus",CALCULATE(DISTINCTCOUNT('Table'[Renewal Status])))
return
COUNTAX(FILTER(_table,[_countstatus]>1),[Customer])

new customers = 
var _table= SUMMARIZE('Table','Table'[Customer],"_countstatus",CALCULATE(COUNTA('Table'[Renewal Status])))
return
COUNTAX(FILTER(_table,[_countstatus]=1),[Customer])

Result:

and here is sample pbix file, plase try it.

Regards,

Lin

[Greg_Deckler]

@Anonymous - See New and Returning Customers:

https://community.powerbi.com/t5/Quick-Measures-Gallery/New-and-Returning-Customers/m-p/168297#M13

[amitchandak]

@Anonymous , Assume you have choose 2 dates in slicer .

//Date Table is connected to table

Measure =
var _min = maxx(allselected(Date),Date[DAte])
var _max = maxx(allselected(Date),Date[DAte])
return
if( calculate(max(Table[Renewal Status]), filter(Date, Date[Date] =_max)) <>calculate(max(Table[Renewal Status]), filter(Date, Date[Date] =_min)) , "Changed" ,"Same")

//Date Table is not connected to table

Measure =
var _min = maxx(allselected(Date),Date[DAte])
var _max = maxx(allselected(Date),Date[DAte])
return
if( calculate(max(Table[Renewal Status]), filter(Table, Table[Date] =_max)) <>calculate(max(Table[Renewal Status]), filter(Table, Table[Date] =_min)) , "Changed" ,"Same")

Same way you can use time intelligence if it only one entry per month

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))
last MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(dateadd('Date'[Date],-1,MONTH)))

To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/

See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184


Appreciate your Kudos.