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Daniel26
Contributor II
Contributor II

Count new and lost projects per month

Hello!

I am looking for a way to count new and lost projects per month and per company.

My data looks as follows:

Company Month Project
100 06-2024 100_1
100 06-2024 100_2
100 06-2024 100_3
100 07-2024 100_1
100 07-2024 100_2
100 07-2024 100_4
100 07-2024 100_5
300 06-2024 300_1
300 06-2024 300_2
300 06-2024 300_3
300 06-2024 300_4
300 07-2024 300_1
300 07-2024 300_5

 

So I have unique project-numbers for every company and those can change from one to another month. I would like a table where I can see the number of projects per month and the number of new and lost projects from the last month. Something like this:

Company Month Num Project New Project Lost Project
100 07-2024 4 2 1
300 07-2024 2 1 3

 

I have tried different approaches, but I was not able to find the right function or set analysis statement yet. I hope you have an idea to solve my problem.

Thank you!

Best regards,

Daniel

Labels (1)
1 Solution

Accepted Solutions
MatheusC
Specialist III
Specialist III

@Daniel26 

Check out this example of the top 10 visualization tips for new, returning, and lost customers. You can use this same logic.

MatheusC_0-1721158864591.png


- Matheus

Did you find a solution to your question? Mark the solution as accepted and if you found it useful, press the like button!

View solution in original post

2 Replies
MatheusC
Specialist III
Specialist III

@Daniel26 

Check out this example of the top 10 visualization tips for new, returning, and lost customers. You can use this same logic.

MatheusC_0-1721158864591.png


- Matheus

Did you find a solution to your question? Mark the solution as accepted and if you found it useful, press the like button!
Daniel26
Contributor II
Contributor II
Author

Hi @MatheusC !

Great, I was able to solve it using the logic you posted.

Thanks a lot, fantastic support.

Best regards,

Daniel