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alpertakci's avatar
alpertakci
Copper Contributor
Jan 06, 2023

Determining New Customers

I have a list of customers serving different brands. Please see attached sample data. Each customer may be working with one or multiple brands. I am trying to determine which customers are new. The r...
Excel
  • Lorenzo's avatar
    Lorenzo
    Jan 06, 2023

    alpertakci 

    Assuming I understood, with Excel 2021 or 365:

    in K5:

    =LET(
  uCustomers, UNIQUE(Table1[Customer]),
  FILTER(uCustomers, MINIFS(Table1[Active Since],Table1[Customer],uCustomers) >= EOMONTH(TODAY(),-1)+1)
)

     

Lorenzo's avatar
Lorenzo
Silver Contributor
Jan 06, 2023

alpertakci 

 

If you opt for Riny_van_Eekelen's PQ solution be aware you can simplify the Filtered Rows step with:

= Table.SelectRows(#"Grouped Rows", each Date.IsInCurrentMonth([GrpByCustomer]))

...assuming your version of Excel supports function Date.IsInCurrentMonth

 

  • alpertakci's avatar
    alpertakci
    Copper Contributor
    Jan 06, 2023
    Thank you for the additional explanation, Lorenzo

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