New/Lost/Returning/Loyal Customers

[ROCKYBI12]

New/Lost/Returning/Loyal Customers

Hi!

I'm struggling to find a solution to catergorize new/returning/loyal customer over the years... I've tried different approaches posted on the community (script and expression), but the answers only give me the counts. I am thinking it might work using an IF formula in a created column . I need it on expression! I'll neded to select years on a filter, use it on graphs...

Definitions:

New - clients that never bought, and bought on the selected year.

Returning - clients that have bought in any year before, didn't bought the previous year, but bought the selected year.

Loyal - clients that bought previous year, and the selected year.

Important: The previous year is always compared to the selected year, not the actual year, like today...

The data (simplified):

CLIENTID

FISCAL YEAR

SALES DATE

SALES AMOUNT

Thank you!

(I cant share data file)

[ROCKYBI12]

Hi!

I'm struggling to find a solution to catergorize new/returning/loyal customer over the years... I've tried different approaches posted on the community (script and expression), but the answers only give me the counts. I am thinking it might work using an IF formula in a created column . I need it on expression! I'll neded to select years on a filter, use it on graphs...

Definitions:

New - clients that never bought, and bought on the selected year.

Returning - clients that have bought in any year before, didn't bought the previous year, but bought the selected year.

Loyal - clients that bought previous year, and the selected year.

Important: The previous year is always compared to the selected year, not the actual year, like today...

The data (simplified):

CLIENTID

FISCAL YEAR

SALES DATE

SALES AMOUNT

Thank you!

(I cant share data file)

[Icey]

Hi @ROCKYBI12 ,

I can't find your requirements. It just shows blank. Could you show me your requirements again?

Best Regards,

Icey

[ROCKYBI12]

• need to categorize each customer to have a status for each fiscal year. I need to calculate new customer, renewed customer and reactivated customer.

New customer: First ever purchase in corresponding fiscal year.

Renewed Customer: Customer purchased in corresponding fiscal year and has made atleast one purchase in the year previous.

Re-activated Customer: Customer purchased in corresponding fiscal year and has made at least one purchase anytime before but not in the fiscal year pirior. 

Most solutions online only take into account using either previous month or # of days since last purchase. I have yet to find a solution that will work using FY (FYI FY is from my Date calender that I have added). I am open to any and all soultions. Thinking an IF formula could work. Thanks 

I cant share the data set but I have gave some examples below with the expected results (Status):

Fiscal Year	Date	Customer	Status
20-21	12/21/2021	A	Reactivated
17-18	12/21/2018	A	Reactivated
15-16	12/21/2016	A	New
20-21	12/21/2021	B	Renewed
19-20	12/21/2020	B	Reactivated
15-16	12/21/2016	B	New

[ROCKYBI12]

• need to categorize each customer to have a status for each fiscal year. I need to calculate new customer, renewed customer and reactivated customer.

New customer: First ever purchase in corresponding fiscal year.

Renewed Customer: Customer purchased in corresponding fiscal year and has made atleast one purchase in the year previous.

Re-activated Customer: Customer purchased in corresponding fiscal year and has made at least one purchase anytime before but not in the fiscal year pirior. 

Most solutions online only take into account using either previous month or # of days since last purchase. I have yet to find a solution that will work using FY (FYI FY is from my Date calender that I have added). I am open to any and all soultions. Thinking an IF formula could work. Thanks 

I cant share the data set but I have gave some examples below with the expected results (Status):

Fiscal Year	Date	Customer	Status
20-21	12/21/2021	A	Reactivated
17-18	12/21/2018	A	Reactivated
15-16	12/21/2016	A	New
20-21	12/21/2021	B	Renewed
19-20	12/21/2020	B	Reactivated
15-16	12/21/2016	B	New

[Icey · Accepted solution]

Hi @ROCKYBI12 ,

Please check if this is what you want:

Fiscal Year = 
IF (
    [Purchase Date] <= DATE ( YEAR ( [Purchase Date] ), 12, 21 ),
    RIGHT ( YEAR ( [Purchase Date] ) - 1, 2 ) & "-"
        & RIGHT ( YEAR ( [Purchase Date] ), 2 ),
    RIGHT ( YEAR ( [Purchase Date] ), 2 ) & "-"
        & RIGHT ( YEAR ( [Purchase Date] ) + 1, 2 )
)

Status = 
VAR CurCustomer = [Customer]
VAR CurFY = [Fiscal Year]
VAR PreFY =
    VALUE ( LEFT ( CurFY, 2 ) ) - 1 & "-"
        & VALUE ( RIGHT ( CurFY, 2 ) ) - 1
VAR PrePreFY =
    VALUE ( LEFT ( PreFY, 2 ) ) - 1 & "-"
        & VALUE ( RIGHT ( PreFY, 2 ) ) - 1
VAR Count_CurFY =
    DISTINCT (
        SUMMARIZE (
            FILTER ( Sheet1, [Fiscal Year] = CurFY && [Customer] = CurCustomer ),
            [Customer]
        )
    )
VAR Count_PreFY =
    DISTINCT (
        SUMMARIZE (
            FILTER ( Sheet1, [Fiscal Year] = PreFY && [Customer] = CurCustomer ),
            [Customer]
        )
    )
VAR Count_PrePreFY =
    DISTINCT (
        SUMMARIZE (
            FILTER ( Sheet1, [Fiscal Year] <= PrePreFY && [Customer] = CurCustomer ),
            [Customer]
        )
    )
RETURN
    SWITCH (
        TRUE (),
        Count_CurFY > 0
            && Count_PreFY = 0
            && Count_PrePreFY = 0, "New",
        Count_CurFY > 0
            && Count_PreFY > 0, "Renewed",
        Count_CurFY > 0
            && Count_PreFY = 0
            && Count_PrePreFY > 0, "Re-activated"
    )

Best Regards,

Icey

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[ROCKYBI12]

https://docs.google.com/spreadsheets/d/133euNgpXX5mmli-wf2RqPpiOcEMluePc/edit?usp=sharing&ouid=10765...