Old vs New Customers

[anupampandey]

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

[v-ljerr-msft · Accepted solution]

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.

@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

[anupampandey]

Thanks I got it right.

Regards

[v-ljerr-msft]

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?

Regards

[Greg_Deckler]

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)