Forum Discussion
Anonymous
6 years agoNot applicable
Define new and existing customer?
I would like to define 2 sets of customers to identify number of product opens per year and the type of customer they are: Existing Customer Adds Product - these are customers who had an existing ac...
- 6 years ago
Hi Anonymous
Create a new table,
account table = DISTINCT(UNION(VALUES('Table'[Account Code]),VALUES('Table 2'[Account Code])))Add a calculated column
final column = VAR account_date = CALCULATE ( MAX ( 'Table'[Account Open Date] ), FILTER ( 'Table', 'Table'[Account Code] = EARLIER ( 'account table'[Account Code] ) ) ) VAR product_date = CALCULATE ( MAX ( 'Table 2'[Product Open Date] ), FILTER ( 'Table 2', 'Table 2'[Account Code] = EARLIER ( 'account table'[Account Code] ) ) ) VAR year_diff = DATEDIFF ( account_date, product_date, YEAR ) VAR day_diff = DATEDIFF ( account_date, product_date, DAY ) RETURN IF ( year_diff >= 1, "exsiting customer", IF ( year_diff = 0 && day_diff <= 60, "new customer", "exsiting customer" ) )Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
v-juanli-msft
Community Support
6 years agoHi Anonymous
Create a new table,
account table = DISTINCT(UNION(VALUES('Table'[Account Code]),VALUES('Table 2'[Account Code])))
Add a calculated column
final column =
VAR account_date =
CALCULATE (
MAX ( 'Table'[Account Open Date] ),
FILTER (
'Table',
'Table'[Account Code]
= EARLIER ( 'account table'[Account Code] )
)
)
VAR product_date =
CALCULATE (
MAX ( 'Table 2'[Product Open Date] ),
FILTER (
'Table 2',
'Table 2'[Account Code]
= EARLIER ( 'account table'[Account Code] )
)
)
VAR year_diff =
DATEDIFF (
account_date,
product_date,
YEAR
)
VAR day_diff =
DATEDIFF (
account_date,
product_date,
DAY
)
RETURN
IF (
year_diff >= 1,
"exsiting customer",
IF (
year_diff = 0
&& day_diff <= 60,
"new customer",
"exsiting customer"
)
)
Best Regards
Maggie
Community Support Team _ Maggie Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.