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Varsha
New Contributor

New customers

Hi Team

I have logic to calculate new customers, but struck in applying it in pivot table.

Logic:

Customer is considered as new customer if his revenue is 0 in past 8 quarters, and once customers are identified as new customers, pivot table should show their revenue for next 4 quarters and then those customers should be dropped from report.

Thanks in advance

3 Replies
Partner
Partner

Re: New customers

lets break it down

Customer is considered as new customer if his revenue is 0 in past 8 quarters, and once customers are identified as new customers, pivot table should show their revenue for next 4 quarters - what is the starting point? selected date?

then those customers should be dropped from report. - not clear what you mean.

maybe better to give a sample data and then show a desired output in excel table or something

Varsha
New Contributor

Re: New customers

Quarters Ordering Customer Name TM Product Category Q1 Q2 Q3 Q4  Q1 Q2 Q3 Q4  
1AAAabcBalloon               -                 -                 -                 -                 -                 -                 -             265               -             265
   Devices               -                 -                 -                 -                 -                 -                 -         1,735               -         1,735
   Tools               -                 -                 -                 -                 -                 -                 -         2,295               -         2,295
 AAA Total                 -                  -                  -                  -                  -                  -                  -          4,295                -          4,295
 BBBbcdTools               -                 -                 -                 -                 -                 -                 -                 -         2,295       2,295
 BBB Total                 -                  -                  -                  -                  -                  -                  -                  -          2,295        2,295
2CCCabcLaser               -                 -                 -                 -                 -                 -       23,960     35,940               -       59,900
   Laser Sh               -                 -                 -                 -                 -                 -         1,275       1,530               -         2,805
   Accessories               -                 -                 -                 -                 -                 -             422           658               -         1,080
   Balloon               -                 -                 -                 -                 -                 -         3,345       4,140               -         7,485
   Devices               -                 -                 -                 -                 -                 -       11,900     15,300               -       27,200
   Tools               -                 -                 -                 -                 -                 -       18,950     27,730               -       46,680
 CCC Total                 -                  -                  -                  -                  -                  -        59,852      85,298                -      145,150
Varsha
New Contributor

Re: New customers

starting point can be considered as 2017.
and for your second question, after new customers are identified, their revenue should show for next 4 quarters and then they should not be in report