Identify new customer sales

[shamitshah]

Hi,

Please see attached sample file.

How can I identify new customer sales by month over month and year over year?

For example when comparing month over month - in April 2016 both customer B and C would be classified as new as they did not have any sales in the prior month.

When comparing year over year customer F and G would be classified as new in Year 2016 as they did not have any sales in 2015.

Any ideas?

Thanks

[swuehl · Accepted solution]

Have a look at

New customer analysis using set analysis

[vinieme12]

Another thing you could do is load a table with CutomerID,Min(TransactionDate)  as FirstTransactionDate

You can now use set analysis using greater than or less than on the FirstTransactionDate field

[vinieme12]

See Attached app

[shamitshah]

Thanks Stefan,

That worked out quite well.

[shamitshah]

Thanks Vineeth