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PowerBI First Gift Date in the last 12 months

Mark Palfrey

I am trying to build a basic recency model and I am trying to figure out how to query on First Gift Date in the last 12 months. Any ideas on the best approach for this? I was looking at doing a calculated measure and and then adding that as a filter to then use relative date but it wouldnt allow me to do that.

First Gift Date = MIN(Gift[date].[Date])

Any help would be really appriciated.

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Comments

Matt Thacker

First question, are you wanting the prior 12 month period to be a rolling period?

Mark Palfrey

Yes I would like it to be rolling so when we run the report there is no need to update the period it’s looking at.

Matt Thacker

@Mark Palfrey

Not sure what your end goal, but if you're just wanting something that will produce the data of the the first gift in the last 12 months, you can use this:

80c1a01d1546beb11631b1b269159152-huge-im

For example, when I run that as a query, I get 4/29/2021 for my result:

00bb37805ba9c9cb5597eced6d4b28d5-huge-im

Mark Palfrey

Thank you I probably didn’t explain it correctly to stay with. Apologies! It’s been a long day! Basically I am looking to create a segment of anyone where their first gift is in the last 12 months. That would be our “Fresher“ segment. Our next segment would be “Actives“ and that would be anyone who has donated in the last 12 months as well as 1 gift prior to the last 12 months. any thoughts of the best way to create these?