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eddywong71
Creator
Creator

How to retrieve the latest Balance of the past 12 month new join customer

Hi All,

I want to retrieve the past 12 month new join customer with latest balance at line chart. For better understand , showed as below table.

 

Customer Join Month                   Latest Balance( May2023)

May 2023                                       100

Apr 2023                                         1000

 

I am using the expression in line chart like below.

Dimension:

= Date([Month], 'MMM YY')

Expression

SUM({$<[New Customer Indicator] = {1}, 
Month = {"$(='>' & Date(MonthStart(Max(Month),-12)) & '<=' & Date(Max(Month)))"}>}[Balance]).

However this Expression will retrieve the data like below table

Customer Join Month                   Balance

May 2023                                       100 ( May2023)

Apr 2023                                         100  (Apr2023)

 

Also i would like the user select the latest Balance Month filter For example:  Month select (Apr2023)

Customer Join Month                   Latest Balance( Apr2023)

March 2023                                     1000

Apr 2023                                         100

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