topic Re: Identify the New customer based on Logic in App Development

Identify the New customer based on Logic

alis2063 — Sat, 16 Nov 2024 18:47:34 GMT

Hi Guys,

I am looking for very good dynamic approach to fulfill the requirement

I have a list of customers including the invoice date so basically i want to build the KPI for New Customer

and New Customer is the customer who has purchase something recently and second latest transaction would be happened more the 60 days earlier then it would be considered as 'New Customer'

Below is Customers with Invoice Date,

Customer	Date	Customer Type
A	22-01-2018	New
A	01-01-2019	New
A	05-01-2019	New
A	11-01-2019	New
A	21-07-2019	New
B	02-01-2019	Existing
B	21-01-2019	Existing
B	06-02-2019	Existing
C	27-12-2018	Existing
C	02-01-2019	Existing
C	05-01-2019	Existing
C	05-03-2019	Existing

Something like that

For Customer A-

Max Date is 21-07-2019

Second Latest Transaction is 11-01-2019

The diff of above date is >60

It should be dynamic if i select month the further calculation can be done on the fly .

Regards,

Ali

Re: Identify the New customer based on Logic

alis2063 — Mon, 13 Apr 2020 09:37:05 GMT

@sunny_talwar

please help on above issues.

Re: Identify the New customer based on Logic

tresB — Mon, 13 Apr 2020 09:44:14 GMT

Do you want this in a chart? Could you share a sample app?

Re: Identify the New customer based on Logic

alis2063 — Mon, 13 Apr 2020 09:54:34 GMT

it will be reflect in KPI box as below,

Re: Identify the New customer based on Logic

tresB — Mon, 13 Apr 2020 10:16:14 GMT

Try expression like:

=Count(DISTINCT {<Customer={"=Max(Date)-Max(Date,2)>60"}>}Customer)

Re: Identify the New customer based on Logic

alis2063 — Mon, 13 Apr 2020 10:23:01 GMT

Thanks for your solution Tresesco.....

Re: Identify the New customer based on Logic

alis2063 — Mon, 13 Apr 2020 10:25:34 GMT

How it does work using the below expression as you took the customer in set analysis

Customer={"=Max(Date)-Max(Date,2)>60"}

Re: Identify the New customer based on Logic

tresB — Mon, 13 Apr 2020 10:33:24 GMT

It's like advanced search in listbox/on field. For every customer the condition is checked and counted the customers where the condition comes true. Hope this helps.

For better understanding learn set analysis in depth.

Please don't forget to close the thread by giving 'Like' and accepting solution.

Re: Identify the New customer based on Logic

alis2063 — Mon, 13 Apr 2020 10:46:24 GMT

Sure Tresesco ,

If i select any date from date filter it doesn't work any more......

Re: Identify the New customer based on Logic

tresB — Mon, 13 Apr 2020 10:52:12 GMT

You are probably using extension objects I don't have, so I can't check it on your app. Could you explain your selection and explain expected output here?

Re: Identify the New customer based on Logic

alis2063 — Mon, 13 Apr 2020 12:42:11 GMT

Hi Tresesco,

I have attached the doc with output explained in detail,

Also i have removed the extension and included the in built KPI

Re: Identify the New customer based on Logic

sunny_talwar — Mon, 13 Apr 2020 17:23:31 GMT

Hi, I am not @tresB , but you can try this

Count(DISTINCT {<Customer={"=Max(Date)-Max({<Date = {[<$(=Max(Date))]}>}Date)>60"}>}Customer)

Basically adding another set analysis for the second max date which is saying that include all dates which are less than the max date and find there max.