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Given the following dataset:
Reporting Date | Channel | Client Name | Service | Sale Amount |
01/01/2020 | AAA | C1 | LAD | 16 |
01/01/2020 | AAA | C2 | LAD | 11 |
01/01/2020 | BBB | C1 | LAD | 6 |
01/01/2020 | BBB | C2 | LAD | 1 |
01/01/2020 | BBB | C5 | LAD | 2 |
02/01/2020 | AAA | C1 | LAD | 8 |
02/01/2020 | AAA | C3 | LAD | 1 |
02/01/2020 | AAA | C5 | MEDICAL | 8 |
02/01/2020 | AAA | C4 | LAD | 7 |
02/01/2020 | BBB | C1 | MEDICAL | 18 |
02/01/2020 | BBB | C2 | LAD | 8 |
02/01/2020 | BBB | C3 | LAD | 10 |
02/01/2020 | BBB | C4 | LAD | 17 |
03/01/2020 | AAA | C1 | LAD | 12 |
03/01/2020 | AAA | C3 | LAD | 5 |
03/01/2020 | AAA | C5 | LAD | 10 |
03/01/2020 | BBB | C1 | MEDICAL | 2 |
03/01/2020 | BBB | C3 | LAD | 15 |
I need to calculate the New Clients (wins) and Lost Clients (losses) who contracted the service in comparission with previous month
i.e.
My Expression works for fixed months:
But fails when I try to make it dynamic.
I will appreciate any guidance.
Based on your print data, given that MonthName's current period is March 2020, you can use max(MonthName).
Look this:
$(=Date#(MonthName(AddMonths(max(FieldMonthName),0)),'MMMM')) – Current
$(=Data#(MonthName(AddMonths(max(FieldMonthName),-1)),'MMMM')) - Previous
Regarts, Matheus