Forum Discussion
Calculation New, Repeat Customer
My formula is correct. Please check the data thoroughly.
Hi Ashish_Mathur ,
When I copy the list of customer code order in Oct'23 and match the customer code order in Sep'23, if found is "Repeat" and Not found is "New" then see the result below.
Is it possible that still count from these column Sales Order'[InvoiceType] = "F2", 'Sales Order'[OrderType] = "SALE"?
Any suggestion/advise?
Hi,
Prepare a simple Table visual as seen in the screenshot below. See which Customer codes are not being identifies correctly. DIY.
Hi Ashish_Mathur,
I have followed your advise then found the result after choose a few customer to mapping with manual.
1. New --- customer code: CT01718 have one transcation in Oct'23 but your calculation is showing in "Repeat". It should be in "New"
2. Repeat --- customer code: CT03498 have 02 transcation in Oct'23, your calculation is showing "Repeat", it should be in "New" because transcation are in the same month.
=> Even customer have one order or many in the same month, we still call "New" if they didn't have order in the last month.
=> For customer have order in the last month, and current month are also have then called " Repeat".
=> column that we count are InvoiceType "F2" and OrderType "SALE". these column are refer to order and sales, beside it's return.
Sample file https://drive.google.com/drive/folders/1UzgG-CXW3G0diCSfILUYRqXq9piZWZLj?usp=sharing
Any suggestion?
Hi,
CT01718 has transactions in Aug and Sep as well.
The same if true for CT03498 as well.
Please recheck.