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I would like to find the Date a Customer placed their First Order from a specific Contract. I believe (not 100% sure) the best method is to create a new table by joining the customer table and the contracts table.
I would like advice on how to create the new table as well as how to create the Contract FOD(first order date) field.
3 tables
Customer Table
Contract Table
Sales table
I would like to create a new table by joining the customer table and the contracts table.
Customer Table
CutomerID Customer GroupID
-Customer A -Group A
-Customer B -Group B
-Customer C -Group A
Contract Table
ContractID Contract GroupID
-ContractA -Group A
-ContractB -Group A
-ContractC -Group A
-ContractD -Group B
-ContractE -Group B
I would like to create a new table by JOIN (ing) the Contracts table and the Customer table where the Contract Group ID = Customer Group ID....
NEW Table
CustomerID ContractID GroupID Contract FOD(First Order Date)
-Customer A -ContractA -Group A 05/05/2017 (date Cust A first order from Contract A)
-Customer A -ContractB -Group A 08/05/2016 (date Cust A first order from Contract B)
-Customer A -ContractC -Group A
-Customer C -ContractA -Group A
-Customer C -ContractB -Group A
-Customer C -ContractC -Group A
-Customer B -ContractD -Group B
-Customer B -ContractE -Group B
I would like advice on how to create the new table as well as how to create the Contract FOD(first order date) field.
The Sales table includes the following fields --- CustomerID, ContractID, GroupID
Thanks for any advice
Solved! Go to Solution.
Hi @belmore
This calculated table might be getting close to what you need.
New Table = SUMMARIZE( FILTER( CROSSJOIN('Contract','Customer'), 'Contract'[Contract GroupID] = 'Customer'[Customer GroupID] ), 'Customer'[Customer ID] , 'Contract'[ContractID] , "Contract FOD" , MIN('Contract'[Order Date]) )
Hi @belmore
This calculated table might be getting close to what you need.
New Table = SUMMARIZE( FILTER( CROSSJOIN('Contract','Customer'), 'Contract'[Contract GroupID] = 'Customer'[Customer GroupID] ), 'Customer'[Customer ID] , 'Contract'[ContractID] , "Contract FOD" , MIN('Contract'[Order Date]) )
Phil,
Thank you! for responding....your suggestion has me real close....the Contract 'FOD' is the only missing piece...the [Order Date] info is stored within my 'Sales Table' ---- and both the 'Customer' and 'Contract' tables have a one-to-many relationship with the 'Sales' table. Any advice on how to pull this into the New table?
I not sure how to find the MIN [Order Date] at the sales.customerID & sales.contractID level.
Thank you again for your help
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