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censoft17's avatar
censoft17
Frequent Visitor
9 years ago

Display New Customers list

Hi,

I want to display a list of new customers within a particular date range.

For eg new customers list for July 2017

 

Output Template:

CustomerID || OrderID || FullName || EmailID || OrderDate || ProductName

 

Please provide a valuable solution.

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4 Replies

  • bsas's avatar
    bsas
    Post Patron
    9 years ago

    Hi,

     

    Create slicer with month to select. it will show you list of customers depending on selected period.

    • censoft17's avatar
      censoft17
      Frequent Visitor
      9 years ago

      in Tableau, there is Fixed function , so the calculation i used to use was,

      {FIXED CustomerID : min(Orderdate)} . [LOD Calculation]

       

      How to use DAX calculation in power BI?

      • bsas's avatar
        bsas
        Post Patron
        9 years ago

        In PBI you can use filter on your visual and there indicate your needs.

  • Eric_Zhang's avatar
    Eric_Zhang
    Microsoft Employee
    9 years ago

    censoft17

    If the new customers means those who have the first order in the selected month, you can create a measure as below. See more in the attached pbix file.

    isFirstOrder =
IF (
    CALCULATE (
        MIN ( yourTable[date] ),
        ALLEXCEPT ( yourTable, yourTable[customer] )
    )
        = MAX ( yourTable[date] ),
    1,
    BLANK ()
)