Forum Discussion

anupampandey's avatar
anupampandey
Helper III
9 years ago
Solved

Old vs New Customers

Hi Team,

 

I am not able to identify the new customers added in current month. Below is the link to access the excel file which is having the data of customers.

"https://1drv.ms/x/s!AlBszrYdSOY2lscVCwbW1xlb4TidJg"

 

Please help me into this.

 

Thanks,

Anupam

 

  • Hi,

     

    Greg_Deckler, to flag the new customers added in current month, no need to compare the Day part in the condition of your formula.:smileyhappy:

     

    anupampandey, you should be able to use the formula below to create a calculate column in your customer table to flag the new customers added in current month.

    IsNewCustomAddedInCurrentMonth =
    IF (
        MONTH ( Sheet1[Tran_DT] ) = MONTH ( TODAY () )
            && YEAR ( Sheet1[Tran_DT] ) = YEAR ( TODAY () ),
        1,
        0
    )

     

    Regards

4 Replies

  • Greg_Deckler's avatar
    Greg_Deckler
    Community Champion

    Add a column in your data model:

     

    IsCurrentMonth = IF(DAY([Trans_DT]) = DAY(TODAY()) && MONTH([Trans_DT]) = MONTH(TODAY()) && YEAR([Trans_DT]) = YEAR(TODAY()),1,0)
  • v-ljerr-msft's avatar
    v-ljerr-msft
    Microsoft Employee

    Hi,

     

    Greg_Deckler, to flag the new customers added in current month, no need to compare the Day part in the condition of your formula.:smileyhappy:

     

    anupampandey, you should be able to use the formula below to create a calculate column in your customer table to flag the new customers added in current month.

    IsNewCustomAddedInCurrentMonth =
    IF (
        MONTH ( Sheet1[Tran_DT] ) = MONTH ( TODAY () )
            && YEAR ( Sheet1[Tran_DT] ) = YEAR ( TODAY () ),
        1,
        0
    )

     

    Regards

      • v-ljerr-msft's avatar
        v-ljerr-msft
        Microsoft Employee

        Hi anupampandey,

         

        Great to hear the problem got resolved! Could you accept the corresponding reply as solution to help others who may have similar issue easily find the answer and close this thread?:smileyhappy:

         

        Regards