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VModani's avatar
VModani
Frequent Visitor
4 years ago
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How to identify new customers

I have a sales table with reoccuring customers. I need to identify new customers over the entire table, not restricted by a time frame. The Distinctcount(Customers) function counts distinct customer...
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  • David-Ganor's avatar
    David-Ganor
    4 years ago

    Hi VModani ,

    Generally, you can point out when was the first time a customer is shown on the table, and count thise rows or customers by that.

    Please create a Calculated column as follows:

    Customer first appearance=

    Var this_row_customer=Table[Customer Name]

    Var this_row_sale_date=Table[Sale Date]

    Var first_appreance=Calculate (MAX(Table [Sale Date])

    FILTER(Table, Table[Customer Name]=this_row_customer]))

    Return

    IF(this_row_sale_date=first_appreance, Table[Customer Name],"")

     

    Then - on the visual - count the Table[Customer first appearance] by Sale Date.

    Hope it helps

    David

     

David-Ganor's avatar
David-Ganor
Icon for Resolver II rankResolver II
4 years ago

Hi VModani ,

Generally, you can point out when was the first time a customer is shown on the table, and count thise rows or customers by that.

Please create a Calculated column as follows:

Customer first appearance=

Var this_row_customer=Table[Customer Name]

Var this_row_sale_date=Table[Sale Date]

Var first_appreance=Calculate (MAX(Table [Sale Date])

FILTER(Table, Table[Customer Name]=this_row_customer]))

Return

IF(this_row_sale_date=first_appreance, Table[Customer Name],"")

 

Then - on the visual - count the Table[Customer first appearance] by Sale Date.

Hope it helps

David

 

VModani's avatar
VModani
Frequent Visitor
4 years ago

Thanks, this is working but showing +1 values for some reason. 

I ended up writing a SQL querey for it in the end which is working perfectly