I’m trying to assign fallen angles within my analysis to provide a visual of all contacts who previously owned our product but now do not. I have a parameter for the start date and product through a control to let the user dictate the date range they want. I’m having issues showing all data past that date.
Rule: Identify all records at start date that have account balance > 0 and end date AUM = 0
Visual: Show a table with a list of all records in that criteria with sales data during the start and end range.
Issue: When I flag the “start” population, I can only filter on that month of data, it won’t show any data prior. I don’t have access to update the source view / warehouse and need to do this in QuickSight.
In the attached example, the parameter would be start date = Dec-23 and Product = QQQ. Person A would be flagged as a Fallen Angel and should show up in my visual. They had account balance > 0 on Dec-23 in QQQ and now do not. If the product was flipped to JKL, only Person B would show up as Person A still has an account balance > 0.
Any ideas how I can best do this via calculated fields in the data set or analysis?