Finding New/Existing Customers

[Anonymous]

 Hi,

I need to create a simple calculated column indicating whether the client account has occured for the first time i.e. "New" or it has occured before i.e. "Existing".

Only the first occurrence need to be considered as "New", the rest of the occurrences, irrespective of the gap in occurrences, should all be considered as "Existing".

I found some related solutions which were pretty confusing. Is there a simple way to accomplish it?

I have attached the sample file below: 

Sample File

Thanks!

[Ashish_Mathur · Accepted solution]

Hi,

Try this calculated column formula

=if(CALCULATE(COUNTROWS(Data),FILTER(Data,Data[Account Code]=EARLIER(Data[Account Code])&&Data[Created Date]<EARLIER(Data[Created Date])))=0,"New","Existing")

Hope this helps.