I have a sales table that gives me custID, Inv number, Sales Total, invoice date and has a start date of 1/1/2014. The invoice date is linked to my date table. I want to filter the date table to this year and last month. In this example, I would choose 2020 as year and July as the month. I want to see all the customers who purchased from me for the first time in July 2020. Meaning, they have never purchased anything from me since 1/1/2014, but in July 2020, they made their first purchase.
This has to be easy, right? For the life of me I can’t figure this out.