Forum Discussion
Help tracking customer's behavior
Sorry for the delay Ryan, thank you so much for answering!
The table "customer" looks like this:
| Id | enrollment_date | Name |
| 001 | 01/01/2022 | John S. |
| 002 | 12/01/2022 | Kate R. |
| 003 | 07/01/2022 | Taylor P. |
| 004 | 03/02/2022 | Greg D. |
Table "receipt"
| r_id | c_id | Status | date |
| R001 | 001 | paid | 31/01/2023 |
| R002 | 002 | paid | 31/01/2023 |
| R003 | 003 | paid | 31/01/2023 |
| R004 | 001 | denied | 28/02/2023 |
| R005 | 002 | paid | 28/02/2023 |
| R006 | 003 | paid | 28/02/2023 |
I have to track whether the customer paid or not.
First I should use the enrollment date to choose which customers I want to keep track off, so if I choose only customers enrolled on January of 2023, I should keep track of only 3 customers (customer 004 enrolled on Feb.) until the last one stops paying. I was planning on using an slicer to do so, but if you know a best way I'd really appreciate it.
Regarding the graph, for January it should show 3 customers, since the 3 paid. February should show only 2 since customer 001 didn´t pay, and so on until every customer that enrolled on January stops paying. I was planning on use a line graph line with the amount of customers that paid every month.
Hope that makes it clearer, I really appreciate you taking the time!
the year in first table is 2022 and it's 2023 in the second table. should that be the same year?
i update the date and pls see the attachment below