Forum Discussion

CIWEB's avatar
CIWEB
Helper I
8 years ago
Solved

Tracking Customers Year Over Year

Hello I was wondering if anyone had any suggestions as to how I could track a customer ID#, date, and product type, to put together a list of which customer's are returning year after year, and how m...
  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi,

     

    You may refer to my solution here.

     

    Hope this helps.

     

  • Ashish_Mathur's avatar
    Ashish_Mathur
    8 years ago

    Hi,

     

    You have to go to Modelling > New Table and then write that formula in the formula bar.

Ashish_Mathur's avatar
Ashish_Mathur
Super User
8 years ago

Hi,

 

You have to go to Modelling > New Table and then write that formula in the formula bar.

CIWEB's avatar
CIWEB
Helper I
8 years ago

Would it also be possible to calculate the average number of tickets sold to the customers? As a measure it looks like I can not just have it average in a visualization like I was hoping. Would it also be possible to determine something like "55 customers purchased between 0-2 tickets in 2015", "65 Customers purchased between 2-4 Tickets in 2015"?


Thanks so much for the help.

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Super User
    8 years ago

    Hi,

     

    I think this would entail writing individual formulas for each interval that you want to study such as 0-2, 2-4 etc.

    • CIWEB's avatar
      CIWEB
      Helper I
      7 years ago

      I am now revisiting this topic, if I wanted to calculate Returning Customers as individuals who have made at least two purchases over five years, and add a new category as Infrequent Customers as individuals who made only one purchase in the past five years, and New Customer as someone who purchased this year but none in the previous five years. Could that be done using a similar formula?

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User
        7 years ago

        Hi,

         

        Share some data (for 5 years atleast) and show the expected result there.