How do I dynamically calculate the first and last transaction date for each customer

Question

How do I dynamically calculate the first and last transaction date for each customer?
I need a Power BI measure that returns the first and last transaction dates for each customer in a dynamic manner. The measure should update based on user-applied filters. What is the best approach using DAX functions like MIN, MAX, CALCULATE, and RELATEDTABLE to ensure accurate and responsive results?

score 0 · Answer 1 · Apr 1

Calculation of the first transaction date and last transaction date per customer dynamically based on the report context requires the DAX functions MIN, MAX, CALCULATE, and RELATED TABLE. This ensures that the measure responds to the filters applied in the report.

Methodology: Using CALCULATE, MIN, and MAX

Create Measures for the First and Last Transaction Date:

DAX is used to create two measures for the first and last transaction dates:

First Transaction Date = 
CALCULATE(
    MIN(Sales[Transaction Date]),
    ALLEXCEPT(Sales, Sales[Customer ID])
)

Last Transaction Date = 
CALCULATE(
    MAX(Sales[Transaction Date]),
    ALLEXCEPT(Sales, Sales[Customer ID])
)

Explanation of the Measures:

CALCULATE: Changes the context to focus on a specific customer.
MIN and MAX: Find the first and last dates within the filtered context.
ALLEXCEPT: Preserves filtering on the Customer ID column while ignoring others.
The measures respond dynamically to filters like slicers or visual-level filters.

Alternative Approach: Using Variables for Clarity

For better readability, use variables in a single measure:

Transaction Date Range = 
VAR FirstDate = 
    CALCULATE(
        MIN(Sales[Transaction Date]),
        ALLEXCEPT(Sales, Sales[Customer ID])
    )

VAR LastDate = 
    CALCULATE(
        MAX(Sales[Transaction Date]),
        ALLEXCEPT(Sales, Sales[Customer ID])
    )

RETURN
    "First Transaction: " & FORMAT(FirstDate, "dd-mmm-yyyy") & 
    " | Last Transaction: " & FORMAT(LastDate, "dd-mmm-yyyy")