Create a funnel

[i_stanescu_ro]

Hi guys

I could really use your help on something.

I have this table in Power BI:

Client code	Product bought	Date of the purchase
125	apples	23-01-2022
125	ham	21-02-1999
852	ham	22-09-2021
4556	ham	23-01-2025
125	bread	23-01-2026
852	bread	23-01-2027

What I need to do is create a table and a funnel like these:

	year 2020	year 2021	year 2022	year 2023
number of new clients with first product bought - apples	1000	2000	1250	1500
number of new clients with first product bought - ham	2500	3000	2000	2150
number of new clients with first product bought - bread	1500	500	300	200

Not sure if I need to add calculated columns or I should only work in Report view....

Thanks so much for your time!

[v-cgao-msft · Accepted solution]

Hi @i_stanescu_ro ,

You seem to be looking for patterns like this:
New and returning customers – DAX Patterns
You need to pick one of the implementations in advance based on actual needs:

Hope helps.

Best Regards,
Gao
Community Support Team

If there is any post helps, then please consider Accept it as the solution  to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

How to get your questions answered quickly --  How to provide sample data in the Power BI Forum -- China Power BI User Group

[i_stanescu_ro]

Thanks so much!!

[3CloudThomas]

Not enough info in question to know what you need.

[i_stanescu_ro]

Hi there

Sorry if I wasn't very clear..

I need to somehow fill that table and that funnel with the data I already have (i enetered dummy data).

The issue is that I don't know how to calculate the first (initial) purchase date for each individual client per product..

Basically I need to know the products that were so appealing to my clients that they first bought. 

This is for cross-selling purposes, example: you first eneterd my store cause you saw fresh apples in the display and bought them. The second time you bought my bread. So, let's say 80% of my new clients will come back for bread, so I need to advertise it targeting new clients, at their first purchase.

Hope this makes sense and thanks so much!