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pcda
Helper I
Helper I

Identify new clients based on client ID and date

Hi everyone! I have a pretty complex problem that I have no idea how to tacke. 

 

So I have a customer ID column, a date column and a brand column. I have clients that have bought many times, but I also have clients that only bought once some time ago. 

 

I need to find out which clients are new. This is defined by those customer IDs that have only bought once in the last month. 

 

Any ideas on a meassure or column that could help me get that number? Ideally I should have that per brand also, but if it's too much, I can drive myself crazy thinking about that one later on. 

2 REPLIES 2
Sahir_Maharaj
Super User
Super User

Hello @pcda,

 

You can create a measure to count the number of customers that have bought only once in the last month:

 

New Customers = 
VAR LastMonthStart = EOMONTH(TODAY(), -1) + 1
VAR LastMonthEnd = EOMONTH(TODAY(), -1) + DAY(EOMONTH(TODAY(), -1))
VAR CustomerSales =
    SUMMARIZE(
        FILTER(
            'Sales',
            'Sales'[Date] >= LastMonthStart && 'Sales'[Date] <= LastMonthEnd
        ),
        'Sales'[Customer ID],
        "TotalSales", SUM('Sales'[Sales Amount])
    )
RETURN
COUNTROWS(
    FILTER(
        CustomerSales,
        [TotalSales] = MINX(CustomerSales, [TotalSales])
    )
)

 

You can modify this to include the brand column by adding the brand column to the SUMMARIZE function and updating the filter accordingly.

 

Hope this helps you.


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Kind Regards,
Sahir Maharaj
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Thanks! That helps a lot! 

 

Do you know if there's any way to tie end and start of month to a dynamic slicer instead of to Today?

 

Thanks again! This was a great help!

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