Forum Discussion
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...
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.
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 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!
You are welcome.