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PatricioM
Contributor
Contributor

Grouping depending on transactions

Hello all,

I am working in this analysis where I need to identify new customers (buying for the first time, with no previous record) but for different periods of time.

[Fecha NV] - Date of the transaction

[Rut Cliente] - Customer ID

[NV] - Sales ID

I want to know how many are "new" customers or had their first [NV] for the current year.

 

I am working on something like this:

AGGR(Count({1<
[Tipo_Nota_Venta]={'Nuevos'},
[Fecha NV]= {"$(='>=' & Addmonths(Yearstart(Max([Fecha NV])),0) & '<=' & Addmonths(Monthend(Max([Fecha NV])),0))"}
>}[NV]),[Rut Cliente])

 

Please give me some ideas on how to approach this.
Thanks,

Patricio

 

1 Reply
PatricioM
Contributor
Contributor
Author

Got it. Just reviewed past posts regarding "new customers"

 

Count(distinct{<
[Tipo_Nota_Venta]={'Nuevos'},
[Rut Cliente]=E({<[Fecha NV]={"$(='' & '<' & Addmonths(Yearstart(Today()),0))"}>}),
[Fecha NV]= {"$(='>=' & Addmonths(Yearstart(Today()),0) & '<=' & Addmonths(Monthend(Today()),0))"}
>}[Rut Cliente])