Power Pivot - Customer numbers by quarter

jon999

New Member
Joined
Aug 24, 2015
Messages
39
Office Version
  1. 365
Platform
  1. Windows
Hi

I have a table that looks like this

TypeJanFebMarApr
Opening customers100110135160
New20503015
Churn-10-25-5-20
Closing customers110135160155

I am trying to work out the DAX formula to be able to select a month (via a slicer) that will give me the quarter view.

For example, select Feb and get the following:

Opening customers 100 (being Jan)
New 70 (being Jan + Feb)
Churn -35 (being Jan + Feb)
Closing customers 135 (being Feb closing customers)

When I select Apr

Opening customers 160 (being Apr opening customers)
New 15 (being Apr)
Churn -20 (being Apr)
Closing customers 155 (being Apr closing customers)

I have unpivoted the table and did a sum formula on the type (called Total Type) and then tried the following formula

Calculate([Total Type],Filter(All(Date),Date[YearQuarterNumber] = Max(Date[YearQuarterNumber]) && Date[Date] <= Max(date[Date])))

This works for new and churn but adds the opening and closing numbers.

Thanks
 

Excel Facts

Format cells as currency
Select range and press Ctrl+Shift+4 to format cells as currency. (Shift 4 is the $ sign).

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