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ankibano
Frequent Visitor

How to use measures as a filter inside another measure?

Hello,

I am trying to calculate a YTD calculation for New customers and Lost customers. Conditions for New Customers and Lost Customers are:

  1. New Customer (Flag) =

IF (AND (

OR ([Turnover Last Year] = 0, [Turnover Last Year] = Blank ()),

[Turnover Current Year] > 0), “New Customer”)

 

  1. Lost Customer (Flag) =

IF (

   AND ([Turnover Last year] > 0,

        OR ([Turnover current year] <= 0, [Turnover current year] = BLANK ())

   ), “Lost Customers”)

 

 

 

Whereas [Turnover Last Year] and [Turnover Current Year] are the measures which are calculated from below sales tables :

Customer

Date

Year

Turnover

Customer 3

1.1.2020

2020

€ 5 400

Customer 3

1.4.2020

2020

€ 3 900

Customer 3

1.5.2020

2020

€ 322

Customer 3

1.6.2020

2020

€ 0

ABC

1.10.2020

2020

€ 194

ABC

1.11.2020

2020

€ 0

ABC

1.11.2020

2020

€ 1 858

ABC

1.12.2020

2020

€ 0

ABC

1.12.2020

2020

€ 890

ABC

1.12.2020

2020

€ 907

XYZ

1.4.2020

2020

-€ 2 005

XYZ

1.4.2020

2020

€ 2 005

XYZ

1.5.2020

2020

-€ 6 016

XYZ

1.5.2020

2020

€ 0

XYZ

1.5.2020

2020

€ 6 016

XYZ

1.6.2020

2020

€ 0

XYZ

1.6.2020

2020

€ 6 094

XYZ

1.7.2020

2020

-€ 2 902

XYZ

1.7.2020

2020

€ 0

XYZ

1.7.2020

2020

€ 6 094

Customer 2

1.1.2021

2021

€ 600

Customer 2

1.2.2021

2021

€ 3 780

ABC

1.1.2021

2021

€ 1 328

ABC

1.1.2021

2021

€ 2 611

ABC

1.2.2021

2021

€ 0

ABC

1.2.2021

2021

€ 2 374

ABC

1.2.2021

2021

€ 3 144

ABC

1.3.2021

2021

€ 0

ABC

1.3.2021

2021

€ 1 319

Customer 1

1.1.2021

2021

€ 335

Customer 1

1.1.2021

2021

€ 503

Customer 1

1.1.2021

2021

€ 670

Customer 1

1.1.2021

2021

€ 1 151

Customer 1

1.1.2021

2021

€ 1 508

Customer 1

1.1.2021

2021

€ 1 676

Customer 1

1.1.2021

2021

€ 1 966

Customer 1

1.1.2021

2021

€ 2 011

Customer 1

1.1.2021

2021

€ 3 507

Customer 1

1.2.2021

2021

€ 0

Customer 1

1.2.2021

2021

€ 6

Customer 1

1.2.2021

2021

€ 11

Customer 1

1.2.2021

2021

€ 22

Customer 1

1.2.2021

2021

€ 28

Customer 1

1.2.2021

2021

€ 45

Customer 1

1.2.2021

2021

€ 56

Customer 1

1.2.2021

2021

€ 61

Customer 1

1.2.2021

2021

€ 67

Customer 1

1.2.2021

2021

€ 101

Customer 1

1.2.2021

2021

€ 134

Customer 1

1.2.2021

2021

€ 1 676

Customer 1

1.3.2021

2021

€ 0

Customer 1

1.3.2021

2021

€ 4

Customer 1

1.3.2021

2021

€ 6

Customer 1

1.3.2021

2021

€ 11

Customer 1

1.3.2021

2021

€ 22

Customer 1

1.3.2021

2021

€ 34

Customer 1

1.3.2021

2021

€ 78

Customer 1

1.3.2021

2021

€ 335

Customer 1

1.3.2021

2021

€ 1 173

Customer 1

1.4.2021

2021

€ 61

Customer 1

1.4.2021

2021

€ 101

Customer 1

1.4.2021

2021

€ 112

Customer 1

1.4.2021

2021

€ 123

Customer 1

1.4.2021

2021

€ 335

Customer 1

1.4.2021

2021

€ 838

Customer 1

1.4.2021

2021

€ 1 005

Customer 1

1.4.2021

2021

€ 1 173

Customer 1

1.4.2021

2021

€ 1 329

Customer 1

1.4.2021

2021

€ 1 452

 

 

 

Expected Result : 

New Customer YTD  and Lost Customer YTD

 

Expected chart.png

 

Calculation_Error.png

 

Any help would be really appreciated.

 

 

1 ACCEPTED SOLUTION
Kesha_Shah
Resolver I
Resolver I

Turnover of YTD (NewCusomers) = CALCULATE(TOTALYTD([Turnover],'Date Table'[Date]),filter(Table_name, [New Customer (Flag)] = "New Customer"))

View solution in original post

2 REPLIES 2
Kesha_Shah
Resolver I
Resolver I

Turnover of YTD (NewCusomers) = CALCULATE(TOTALYTD([Turnover],'Date Table'[Date]),filter(Table_name, [New Customer (Flag)] = "New Customer"))

View solution in original post

amitchandak
Super User IV
Super User IV

@ankibano , in the last one use filter(Table , [New Customer (Flag)] = "New Customer")

 

Small changes

 

New Customer (Flag) =

IF (AND (

OR ([Turnover Last Year] = 0, isblank([Turnover Last Year])),

[Turnover Current Year] > 0), “New Customer”, blank())

 

Lost Customer (Flag) =

IF (

AND ([Turnover Last year] > 0,

OR ([Turnover current year] <= 0, isblank([Turnover current year] ))

), “Lost Customers”, blank())

 

 

Refer my blog change month to year

https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...

 

 



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