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gingerclaire
Helper III
Helper III

Identifying new customers

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 codeDateProductsValue£
1111111st March 2021X15
1111111st February 2021Y35
2222221st February 2021Y23
3333331st March 2021X12
3333331st January 2021Y12
1111111st December 2020Z4

 

How can I simply (as I'm a beginner) create this list to show our new product x buyers?

2 REPLIES 2
Anonymous
Not applicable

@gingerclaire 

 

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.

amitchandak
Super User
Super User

@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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