Forum Discussion

CIWEB's avatar
CIWEB
Icon for Helper I rankHelper 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
Icon for Super User rankSuper User
7 years ago

Hi,

I do not understand your question.  Share some data and show the expected result.

chq's avatar
chq
Icon for Helper II rankHelper II
7 years ago

In the example you provided you only did New Customers, I just attempted to apply those steps to all customers but my totals do not come out? I had assumed it had to do with duplicated data but maybe I misunderstood your example. Are you able to provide a file with the steps applied to Returning and Infrequent as well?

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    7 years ago

    Hi,

    Share some data and show the expected result.

  • chq's avatar
    chq
    Icon for Helper II rankHelper II
    7 years ago

    I want to use the same logic the previous poster used. We use "Reservation Number" in place of Mail #. I tried to follow the sample that you provided but you only provided the steps for "New". Can you explain how you apply the logic to Infrequent and Returning?

    BI Sample.JPG