I'm trying to create a formula(s) to calculate if an account is open, closed, or not yet opened during a Statement Month.
Statements open on the 6th and close on the 5th of the following month. e.g April 6 to May 5 is the April statement.
If an account is open during the statement month for at least 1 day, it is considered open.
If it is closed during the statement month, it is still considered open for that statement month, and considered closed the following month.
null close date = account not closed
Any ideas? Thanks in advance!
Go to Solution.
Create a calculate column using dax below:
State = IF('Table'[Open Date1] > 'Table'[Statement End Date1] || 'Table'[Close Date1] < 'Table'[Statement Start Date1], "Closed", "Open")
Community Support Team _ Jimmy Tao
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