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Comex_Palmali
New Member

Last Status based on Date

Hello guys, 

How are you doing?

 

I'm currently working on a project to determine the activation of clients based on the date of their last purchase.

 

Each client can have multiple contracts made in different dates, so we determined as follows:
- Last contract was on 2021 is critical;

- Last contract from 01/01/2022 until 6 months before today needs atention;
- Last contract 6 month til today is OK.

 

I've used this formula to check their activity status:

Atividade = IF(Fato_Comex_Movimento[Ano_PI]<=2021,"Crítico",IF(MONTH(TODAY())-Fato_Comex_Movimento[Mês PI]<=6,"OK","Atenção"))

 

And the result was this matrix:

Comex_Palmali_0-1666105270162.png 

But as you can see in the image, the last contract of the client 4 was on 23/03/2022 so it should be "Atention", not "Critical"

 

So the expected result should be like this:

 

Comex_Palmali_1-1666105712511.png

 

If I change to "First Ativididade" instead of "Last Atividade" the matrix becomes even worse...

How can I fix this?

 

At the end I would need to inform how many are OK, Atention or Critical. But I think I can do that using filters on the cards for the dashboard.

1 ACCEPTED SOLUTION
2 REPLIES 2
Comex_Palmali
New Member

It was exactly what I needed!

You have solved a lot of my problems here!

 

Thank you!

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