Forum Discussion

Anonymous's avatar
Anonymous
Not applicable
6 years ago

Find status for a customer

Hi guys,   I am trying to build a report that can tell me whether a customer is new / current / lost. This depends on the when they last ordered something at the company. I thought I had it figur...
Need Help
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
6 years ago

Anonymous , Assume you have 4 different column , then you need to have something like this

 

Switch(true(),
not(isblank([Sales_2020])) && (isblank([Sales_2019])) && (isblank([Sales_2018])), "New"	,	
not(isblank([Sales_2020])) && (not(isblank([Sales_2019])) || not(isblank([Sales_2018]))), "Current"	,	
(isblank([Sales_2020])) && (isblank([Sales_2019])) && (isblank([Sales_2018])), "Lost"
)
Anonymous's avatar
Anonymous
Not applicable
6 years ago

Hi amitchandak ,

 

It is 4 different columns, but it is grouped by reservation date. This means that I have multiple records for one year and that is probably why my first idea doesn't work.

 

Kind regards