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I want to generate a list of customers who have brought product X for the first time in the last 2 months. They might have brought our other products previously - but i want to find those customers who have brought product X specifically for the first time.
I have a table called Sales which features the columns 'Customer code', 'Date', 'Products' and 'Value£'.
Customer code | Date | Products | Value£ |
111111 | 1st March 2021 | X | 15 |
111111 | 1st February 2021 | Y | 35 |
222222 | 1st February 2021 | Y | 23 |
333333 | 1st March 2021 | X | 12 |
333333 | 1st January 2021 | Y | 12 |
111111 | 1st December 2020 | Z | 4 |
How can I simply (as I'm a beginner) create this list to show our new product x buyers?
Since you're a beginner... I'd strongly suggest you read this before you start doing anything in PBI:
Understand star schema and the importance for Power BI - Power BI | Microsoft Docs
Time Intelligence in Power BI Desktop - SQLBI
Don't make the mistakes others make. Learn the basics and you'll be much better off in life.
@gingerclaire , Create a date table, join with date ,
Plot Customer, product and Month year from date table and measure like
Active =
var _1 = CALCULATE(sum(Table[Value£]),DATESINPERIOD('Date'[Date ],MAX('Date'[Date ]),-2,MONTH))
return
if(isblank(_1),1,0)
refer https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retenti...
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