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Not applicable

New clients filter

Dear collegues.

I have some problems with the task I am doing now .

First I have a list of contracts and users and  I need to know when the user is new to the system. But i need to know if the user has been  new to the system for a selected period.

The deffinition of new user is:

The user that buy a certain type of product for the first time. So if i want to look through the list of  new users in 2013  and if the  user 1 has bought  type first product on 01.01.2013 and then he bought type second product on 12.01.2013, I must indentify him as a new user twice . But if he has  bought type first several times during the same year i want to indentify him as a new user only once. I really don't know how to do it.

Thank you in advance,I will be grateful for any help

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1 Solution

Accepted Solutions
jyothish8807
Honored Contributor II

Re: New clients filter


Hi Ivan,

PFA. Please let me know if it fullfill your requirment.

Best Regards,
KC
7 Replies
jyothish8807
Honored Contributor II

Re: New clients filter

can you please explain your sheet a bit?In the sheet User 1,2,3 are id's of different users? All the first type are same products and so on?

Regards

KC

Best Regards,
KC
Not applicable

Re: New clients filter

Hello Jyothish Kc you are right.

The User 1,2,3 are ids of different users it is correct.

All the first type are same products and so on,it is correct too.

jyothish8807
Honored Contributor II

Re: New clients filter


Hi Ivan,

PFA. Please let me know if it fullfill your requirment.

Best Regards,
KC
MVP
MVP

Re: New clients filter

Hi,

Try like this

LOAD

*,

If(Previous(User) <> User  OR Previous(TypeOfContract) <> TypeOfContract, 'New', 'Existing') AS ContractType;

LOAD

DateOfContract,

TypeOfContract,

User

FROM DataSource

ORDER BY User, TypeOfContract, DateOfContract;

Hope this helps you.

Regards,

jagan.

Not applicable

Re: New clients filter

Thank you very much, i have one little question. How can i make comparison period longer like 2 years. Now we compare 2012 and 2013 for example, but if i want to compare 2012 and 2014 what should i go?

MVP
MVP

Re: New clients filter

Hi,

For getting Current Year

Sum({<Year={$(=Max(Year))}>} Sales)

For getting second previous year

Sum({<Year={$(=Max(Year)-2)}>} Sales)

Hope this helps you.

Regards,

Jagan.

Not applicable

Re: New clients filter

Thank you