How to return all dates older than X number of Months


#1

I have several important date fields that I need to report on based on how old the date is. In our CRM (Dynamics) there is a neat filter for older than X months/weeks/days etc. I am finding this very difficult to reproduce in Power BI.

So my example would be I have a table of customers and in this table there is a date field for the last time they had services. I need to report all the customers who haven’t had services for more than 6 months, 6-12 months and 12-24 months.

Anyone encountered this scenario or have a solution?

Thanks

Pete


#2

First You will want to create a Measure that counts the amount of days since last sale. Here is a sample Measure that I use to calculate how many days since we received a job:
Days Since Rec’d =
SUMX ( ‘JobMGMT’, DATEDIFF ( ‘JobMGMT’[Received], TODAY (), DAY ) )

Then once you have that#, you can use a SWITCH statement to Create the labels you mentioned. This should get you on the right track.


#3

Here’s also some ideas to add to the mix

These should help quite a bit here, let me know how it goes.