Hello Power BI Community,
I am looking for a solution on capturing New Customer Sales but I have the following issue that I haven't been able to overcome. We have three (3) Legal Entities in our company and it's possible to have the same customer setup in each unit. The customer name may be the exact spelling but a new account number is created in each unit.
I have created calculated columns to identify the duplicate customer names and then tried to use either MIN or FIRSTDATE to capture the Created Date. I have even tried to use first invoice date but it always brings back the MIN date of the Legal Entity the customer was created in, not the MIN of the multiple accounts. I am racking my head against a wall here and thought I would reach out the you to see if there is a solution.
The second issue which may be solved by the first is when a customer is setup in the prior year but a sale doesn’t take place until the following year this should be classified as a new sale in the current year but due to the created date being in the prior year it shows as an existing customer.
Thank you for your help.
