I am trying to identify new customers in each new period/month. I have customer contributions These could be from Fees charged or interest income (from a deposit or loan). I am able to identify customer deposits for a given period, but would also like to see the new customer deposits from newly acquired customers
I have a date table and the table for contributions. I have watched your videos on this but not able to get this working right. Attached is a sample pbix of my attempt.
Any help will be appreciated
NewCustomerDeposits = VAR Customers = VALUES( Contribution[CustNo] ) RETURN CALCULATE([Deposits], FILTER( Contribution, CALCULATE(COUNTROWS(Contribution), FILTER(ALLSELECTED(Contribution),Contribution[IncomeDate] < MIN(Contribution[IncomeDate]))) = 0 ))
Customer 205 is new in Feb 2020,