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EnviroJack's avatar
EnviroJack
Frequent Visitor
7 years ago
Solved

New and Returning Customer calculated Column issue

Hello all   I am trying to identify new customers with a transaction over a threshold (250), this is defined as "Part" or "Full" Order. I want to identify a first time customers with a new order. T...
Need Help
  • EnviroJack's avatar
    EnviroJack
    7 years ago

    I think I've solved this with the following.

     

    Any thoughts on another way to do this welcom. Thanks

     

    New Customer =
    VAR firstorder =
    Calculate ( Min (Invoices[Date]) ,
    ALLEXCEPT ( 'Invoices', 'Invoices'[ContactId]),
    'Invoices'[ContactId] = EARLIER ( 'Invoices'[ContactId] ), FILTER(Invoices ,Invoices[Full Order] = "Full" ))

    RETURN

    IF (Invoices[Full Order] = "Part", "N/A" , IF (firstorder = Invoices[Date], "New" , "Return" ))

EnviroJack's avatar
EnviroJack
Frequent Visitor
7 years ago

Hi

 

I'm still stuk with this so wondering if there is any more helpful information I could provide?

 

Thanks

Jack

EnviroJack's avatar
EnviroJack
Frequent Visitor
7 years ago

I think I've solved this with the following.

 

Any thoughts on another way to do this welcom. Thanks

 

New Customer =
VAR firstorder =
Calculate ( Min (Invoices[Date]) ,
ALLEXCEPT ( 'Invoices', 'Invoices'[ContactId]),
'Invoices'[ContactId] = EARLIER ( 'Invoices'[ContactId] ), FILTER(Invoices ,Invoices[Full Order] = "Full" ))

RETURN

IF (Invoices[Full Order] = "Part", "N/A" , IF (firstorder = Invoices[Date], "New" , "Return" ))