I have tried to solve this issue to no avail so I wanted to reach out to the community for some guidance.
I have three sales categories and when a category is selected along with a period, I want to see only customers who came on in that period for the selected category. I am able to get this view just fine BUT I can’t seem to figure out how to track sales in subsequent months.
For example: if I want to track sales to new customers who came on in Q1 2020, and I select period Q1 2020, my visual is limited to only Q1 2020, how would I see subsequent periods after Q1 2020 for the selected new customers.
I’ve attached a mock up of the data with requirements.
Thank you for any assistance.
MarkSample Data.csv (76.1 KB)