new customers based off transaction history

[Johnn]

Hi,

I'm trying to figure out how to idenitfy new merchants based off transaction data. I have a transaction table that has merchant info included. The firstdate function looks like it has worked when I create a table of merchant ID and first transaction date. But I'm not sure how to sum the new merchant IDs per month and show this in a visualization.

I'm a new user to power bi so I'm not sure if I'm missing something obvious here.

Thanks for any help,

Johnn

[fhill]

Please post some sample or mock data, so we can better understand your table / data structure.  Thank You - FOrrest

[Johnn]

Hi,

This is a sample of what my data looks like:

I just want to say that I had 2 new merchants in Jan 2016 (A and B), 1 new merchant in Feb 2016 (C), and 2 new merchants in March 2016 (E and D). The firstdate function correctly gives what I want but not sure how to count the new merchants to display by month.

Thanks for any help.

[vanessafvg · Accepted solution]

@Johnn

taken from  http://www.daxpatterns.com/new-and-returning-customers/  (you will need a datetable for this)

here is an example he provides

[New Customers] :=

COUNTROWS (

    FILTER (

        ADDCOLUMNS (

            VALUES ( Sales[CustomerKey] ),

            "PreviousSales", CALCULATE (

                COUNTROWS ( Sales ),

                FILTER (

                    ALL ( 'Date' ),

                    'Date'[FullDate] < MIN ( 'Date'[FullDate] )

                )

            )

        ),

        [PreviousSales] = 0

    )

)

[Johnn]

Thanks that worked great! Also it seems to have worked fine without any datetable (i just used the date in my transaction table).

[vanessafvg]

@Johnn excellent just be mindful that it could cause issues but if it isn't great its just best practise.