Hi Sam, Can you give me some direction on how to approach this situation?
I’ve created a simple dashboard showing the results of a new product (CD) that we have just started offering. It shows how many, the $ amount, locations sold, etc (basic, easy stuff). I now would like to break those totals down into new customers vs. existing customers (note: I did watch your recent video). The challenge I’m having is with how we define a new customer.
A new cust. is someone who opens a savings (SV) product (everyone must have it) and within the ‘new’ date range (i.e. latest month). This is also fairly easy to do until I try to incorporate it with the ‘CD’ product being promoted.
For example, the ‘New’ designation would need to be someone with an SV & CD in the most recent month. Because my model is at the transaction level, no one row is going to have a SV & CD so everything I’ve tried so far is giving me ‘Blank’.
I’ve tried a calculated column with the New and Existing labels but that is also not working the way that I’ve tried it.
As I see it, I somehow need to get this into a customer view. I do have an Account Number field that would be the same for every account owned by the customer (CD, SV, and other). I can’t figure out how to make use of it in this situation.
Any thoughts? Can you point me in the right direction?