Dynamic DAX Slicer Filter For New and Returning Customers

One of the most exciting new features in Power BI is the ability to apply visual level filters to slicers. In this video, learn how to apply dynamic DAX filters to slicers in Power BI.
SQLBI Article on DAX Slicer Filters
www.sqlbi.com/articles/syncin...
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[@EricaDyson]

Great. Thanks very much. Definitely will give it a try.

[@Listen2Vindhya]

This is a very clearly explained video! Thank you very much for sharing!!

[@shubhamrkrock]

This is ingenious!!! And the example you chose is just so perfect! Very nice video!

[@havenscr]

Thank you!

[@rauljimenez5485]

Beautiful logic explained very clearly!! Thank you very much for sharing this!!

[@havenscr]

Of course!

[@imranjaffrey5292]

Superb! You are excellent in DAX application in Power BI.

[@ihebchafai2780]

Good Job;
it gives inspiration, i use your method in another context

[@stevennye5075]

Great Explanation!

[@oladman9058]

Wow! Many thanks.

[@daveportland471]

Great video. I have downloaded the pbix file and in the measure [New/Returning Customer Flag ] the VAR ReturningCustomer = AND( NOT(FirstOrderDate >= MinFilteredDate); FirstOrderDate

[@riteshkothari1647]

Mind Blowing!

[@cauecaviglionidanielsilva8977]

Nice video! Thank you very much. I have one question, what would be the logic for finding lost customers, considering a 90 days churn date?

[@HavensConsulting]

There's a great article from EnterpriseDNA that talks about this! blog.enterprisedna.co/analyze-who-your-lost-customers-are-using-power-bi-dax/

[@abhinavchittora8186]

This is very helpful. I am trying to achieve the same thing but instead of single select, I want to have multi-select on a measure.. How can I achieve that?

[@HavensConsulting]

There's an option to toggle multi select in the slicer settings under the format pane. Do you mean that?

[@elisaul4770]

I searched through tens of forums to find this! Exactly what I need. Is there a way to use that to filter all pages in the report?

[@HavensConsulting]

Any filter placed in the report well on the filters pane would filter all pages and objects in the report.

[@uniquemonikor]

Great video. Is it possible for that toggle to also affect data displayed in the column chart?

[@HavensConsulting]

Definitely, but the measure filter would be a different setup than this video, where the goal is just to filter the slicer below it. Measures can filter basically any visual as long as it's filters are configured correctly to result (usually) in a 0 or 1 flag, then add that as a visual filter and = 1

[@uniquemonikor]

@@HavensConsulting Can you give a quick idea of what those changes would be? Can the same measure filter be used to drive results on BOTH the table and visual?

[@HavensConsulting]

@@uniquemonikor unfortunately I'd need to revisit the file and the calculations. I made a note to follow up with it but it'll be a while before I'll have time to dig into the file from this video (it's been a few years since I made it)

[@coollehavre]

Hi, i tried this :
Nb customers Statut =
CALCULATE(DISTINCTCOUNT(Data[Customer Name]),FILTER(Data,[New/Returning Toggle]=1))
he gives the number total of my customer ?

[@texmexdragon2160]

Reid - How would you handle a scenario where your Order Date is in an inactive relationship with the date table? That is our setup...we use "due date" as the active date table relationship between our sales table and our date table. Can USERELATIONSHIP be inserted somewhere in these measures?

[@HavensConsulting]

I wouldn't think you'd need to? If you're calculating the first date off the fact table in the first variable. It isn't reliant on a relationship yet. Just retrieving that date. Have you tried it using your Due Date and what was the results? It's been about three years since I published this so a little rusty on the logic, haha.

[@sohailansari9337]

Great.. Thanks for sharing it. Where can I find this pbix file?👏

[@HavensConsulting]

Hi Sohail, glad you liked the video. If you expand the video description there is a link to a Blog Files page that will have the PBIX file. If that is your first time visiting the page it asks that you sign up for my email newsletter. Which will also send you the password to get onto my Blog Files page.

[@oscarchevez1480]

¿Dónde puedo encontrar este archivo pbix?
Muy interesante

[@rauljimenez5485]

Si buscás la información abajo de la descripción ,está la dirección al blog del autor. Hay que registrarse (dar el email ) y te manda el password para acceder al blog adonde está el file.

[@adambenkiki6304]

amazing calculation!
is there a way to take the New/Returning Flag and count how many new customers i have in that selected time?

[@HavensConsulting]

Certainly! Unfortunately I don't have the time to write out the measure to do this in DAX. But this is something that can certainly be accomplished through a combination of CALCULATE and applying some filters to account for New/Returning

[@coollehavre]

@@HavensConsulting Hi, like Adam asks, i tried to write this measure to count the number of customers, but i have a error message because i would like to filter on a measure :
CALCULATE(
DISTINCTCOUNT(Data[CustomerName]),
[New Returning Customers Toggle]=1)
Could you help me please ?

[@HavensConsulting]

@@coollehavre If you use a measure in the filter section of calculate. You'll need to use the FILTER function for advanced filter scenarios (such as filter by measure). regular filters need to be boolean.