I'm working on displaying new customer count and value using set analysis. I found few examples on the forum but they do not seem to fit my criteria.
A new customer is one who does not have any activity in the past. Attached is a sample dataset of where I'm getting stuck.
With New SP Customer Count chart, I do get the correct customer count but if I try to reduce the dataset by selecting a year, it shows other years too. E.g.: If I select 2017, it shows 2013,2014,2016 and 2017 but I would like to see 2017 count only.
With New SP Customer Value chart, I would like to see the value when the customer first had activity, but it shows the sum of all values for that customer. E.g.: Customer C under Direct, Service B,Group E has a value of $750.00 in 2013, but it shows $7845.00 (sum of all possible values) in the chart. Any idea where I'm going wrong?