Split sales by new & repeat customers

[monojchakrab]

I have a table (attached herewith), which contains sales by customer by month.

I want to split the sales for every month, by customers who are new in that month and by returning customers.

I have seen a few video lessons on the internet, but none of them seem to solving the problem.

Basically, if a customer name, in a given month, has occured more than once, before the current month and has a non-blank sales value, then he is a returning customer, else he is a new customer for the month

So if I can generate a column which can flag off the customer name as "new" or "repeat" - that should solve the problem I guess

I have probably got the logic right but not able to dax it into a measure or a column.

Any help appreciated

Date	CUSTOMER NAME	Units sold
31-03-2022	TUNGA PARADISE	500
31-03-2022	Ambassator Pallava	500
31-03-2022	Zone The Park	500
31-03-2022	Beverly	500
31-03-2022	Gokulam Park	500
31-03-2022	Holiday Express	500
31-03-2022	Raj Park	500
31-03-2022	Vestin Park	500
31-03-2022	Vijay Park	500
31-03-2022	Shelter	500
31-03-2022	Fairfield Marriott	500
31-03-2022	Fairfield Marriott	500
31-03-2022	MGM Healthcare	500
31-03-2022	Empire Agencies	500
31-03-2022	Ideal Beach	500
31-03-2022	Green Meadows	500
31-03-2022	Hot Chips	500
31-03-2022	Park Plaza	500
31-03-2022	Wellsell Foods	500
31-03-2022	Fortune Pandiyan	500
31-03-2022	Surya Chandra Enterprises	500
31-03-2022	RNVN Enterprises	500
31-03-2022	HOTEL TAZZ ODISHA	500
30-04-2022	Ambassator Pallava	500
30-04-2022	Beverly	500
30-04-2022	Gokulam Park	500
30-04-2022	Holiday Express	500
30-04-2022	Raj Park	500
30-04-2022	Vijay Park	500
30-04-2022	Shelter	500
30-04-2022	Fairfield Marriott	500
30-04-2022	Ideal Beach	500
30-04-2022	Poppy`s Tower	500
30-04-2022	Sterling	500
30-04-2022	GREENWOODS HOSPITALITY PVT LTD	500

[monojchakrab]

I will try this out @Jihwan_Kim - but from the look of it, this should work.

[Jihwan_Kim · Accepted solution]

Hi,

I am not sure if I understood your question correctly, but please check the below picture and the attached pbix file.

It is for creating a calculated column.

You can add some more logics into the Calculated Column, if it is needed.

Flag CC =
VAR _currentcustomer = Data[CUSTOMER NAME]
VAR _lastdateofpreviousmonth =
    EOMONTH ( Data[Date], -1 )
VAR _previousmonthtablecurrentcustomer =
    FILTER (
        Data,
        Data[CUSTOMER NAME] = _currentcustomer
            && Data[Date] <= _lastdateofpreviousmonth
            && Data[Units sold] <> BLANK ()
    )
RETURN
    IF ( COUNTROWS ( _previousmonthtablecurrentcustomer ) >= 1, "Repeat", "New" )