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Eric_Guli's avatar
Eric_Guli
Frequent Visitor
8 years ago

New Customer Sales

Hello Power BI Community,   I am looking for a solution on capturing New Customer Sales but I have the following issue that I haven't been able to overcome. We have three (3) Legal Entities in our ...
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Eric_Guli's avatar
Eric_Guli
Frequent Visitor
8 years ago

Basically I need to use the MIN Created Date based on the Customer Name regardless of the Account Number or Legal Entity.

 

Thanks!

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
8 years ago

Hi,

 

Please share some data and show the expected result.

  • Eric_Guli's avatar
    Eric_Guli
    Frequent Visitor
    8 years ago

    Here is a snippet of data to give you an idea that I need to use the MIN date from Created Date column to be able to calculate new customer sales. In this instance I don't care about the legal entity or cutomer account number as it's the same customer.

     

    Thanks!

     

    Legal Entity    Customer account    Name                                                           Created date

    SXW101050860All American Containers7/31/2014
    SXCN201062105All American Containers12/23/2015
    SXW123000298Allied Wine Corp.12/10/2014
    SXCN201060659Allied Wine Corp.9/29/2013
    SXW101051459Altitude Spirits2/18/2015
    SXEALTI01Altitude Spirits6/15/2017
    SXW123000353Auston Design Group1/16/2015
    SXEAUST02AUSTON DESIGN GROUP12/3/2013
    SXW101022930Axe And The Oak Distillery7/31/2014
    SXEAXEO01Axe And The Oak Distillery9/7/2016
    SXEBACB01BACK BAY BREWING5/9/2017
    SXCN201062143Back Bay Brewing6/5/2017
    SXW101052708Bay Etching &  Imprinting2/7/2017
    SXCN201062158Bay Etching &  Imprinting1/4/2018
    SXW101016842Bayhawk Ales, Inc.7/31/2014
    SXW101052101Bayhawk Ales, Inc.8/15/2016
    SXW101011229Berlin Packaging7/31/2014
    SXEBERL01BERLIN PACKAGING5/23/2014
    • Ashish_Mathur's avatar
      Ashish_Mathur
      Icon for Super User rankSuper User
      8 years ago

      Hi,

       

      Please also share the exact result you are expecting.

      • Eric_Guli's avatar
        Eric_Guli
        Frequent Visitor
        8 years ago

        Sorry for the delay. Please see the expected results below.

        Legal EntityCustomer accountNameCreated date Min Created Date
        SXW123000298Allied Wine Corp.12/10/20149/29/2013
        SXCN201060659Allied Wine Corp.9/29/20139/29/2013
        SXW101053074ALLTECH2/16/201812/3/2013
        SXEALLT01ALLTECH12/3/201312/3/2013
        SXW123000374Aloha Medicinals Inc.1/26/20157/31/2014
        SXW101019758Aloha Medicinals, Inc7/31/20147/31/2014
        SXW101051459Altitude Spirits2/18/20152/18/2015
        SXEALTI01Altitude Spirits6/15/20172/18/2015