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Anonymous's avatar
Anonymous
Not applicable
7 years ago
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Finding New/Existing Customers

   Hi,   I need to create a simple calculated column indicating whether the client account has occured for the first time i.e. "New" or it has occured before i.e. "Existing".   Only the first oc...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    7 years ago

    Hi,

     

    Try this calculated column formula

     

    =if(CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Account Code]=EARLIER(Data[Account Code])&&Data[Created Date]<EARLIER(Data[Created Date])))=0,"New","Existing")

     

    Hope this helps.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    7 years ago

    Hi,

     

    That will happen if the date is the Account code appears more than once on the same date.  If you want the second instance on the same day to be marked Existing, then there should a column of Time as well.  Share the dataset where you also have a Time column.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
7 years ago

Hi,

 

That will happen if the date is the Account code appears more than once on the same date.  If you want the second instance on the same day to be marked Existing, then there should a column of Time as well.  Share the dataset where you also have a Time column.

Anonymous's avatar
Anonymous
Not applicable
7 years ago

Ashish_Mathur That makes sense. I don't have the time details, only date. So I summarised the data monthly/yearly in different tables where there won't be multiple entries for the same point in time. Then i used your solution. Thanks!

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    7 years ago

    You are welcome.