Consumers who upgraded the plan within their first 2 months of joining the service in the selected period

Onkar10 — Thu, 06 Apr 2023 05:38:58 GMT

Hi Team, I am working on a requirement, where I have fields- personID, ReportingMonth ('MMM YY'), Upgradeflag(1/0), ServicestartDate (DD-MM-YYYY), New_Client(1/0)

My requirement is to - Count the number of new consumers in the selected period (ReportingMonth) who upgraded plan in their first calendar month of service or in the next calendar month. Can use Use the consumer’s ServicestartDate to determine the first calendar month of service

Reporting Month is filter and the user can select multiple reporting months.

I am struggling to check the upgradeflag in the first or 2nd month of Service for that same person . The expression I am working on-

Count( {<Upgradeflag={'1'},New_Client={'1'}, ReportingMonth={"$(=Date(Date#(AddMonths(StartDate,0)),'MMM YY'))"}>
+
<Upgradeflag={'1'}, New_Client={'1'},ReportingMonth={"$(=Date(Date#(AddMonths(StartDate,1)),'MMM YY'))"}>} distinct PersonID)

Can someone help? I have attached sample data

Thanks!

topic Consumers who upgraded the plan within their first 2 months of joining the service in the selected period in App Development

Consumers who upgraded the plan within their first 2 months of joining the service in the selected period