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CIWEB Regular Visitor
Regular Visitor

Tracking Customers Year Over Year

Hello I was wondering if anyone had any suggestions as to how I could track a customer ID#, date, and product type, to put together a list of which customer's are returning year after year, and how many items they are purchasing? I have the data captured but do not know how to display this visually... Thanks for the help!

2 ACCEPTED SOLUTIONS

Accepted Solutions
Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

You may refer to my solution here.

 

Hope this helps.

 

Untitled.png

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

You have to go to Modelling > New Table and then write that formula in the formula bar.

22 REPLIES 22
Super User
Super User

Re: Tracking Customers Year Over Year

Can you share some example data?


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v-ljerr-msft Super Contributor
Super Contributor

Re: Tracking Customers Year Over Year

Hi @CIWEB,

 

Could you post your table structures with some sample/mock data and the expected result, so that we can better assist on this issue? Do mask sensitive data before posting. Smiley Happy

 

Regards

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

MAIL #Purchase DateProduct Type
35410/7/2016Day Pass
21410/8/2017Night Pass
21511/1/2017Day Pass
78911/1/2017Day Pass
48511/1/2017Night Pass
7842/6/2015Day Pass
7842/6/2015Day Pass
7842/6/2015Day Pass
35410/7/2017Day Pass
21510/9/2015Day Pass
78910/1/2014Night Pass
35410/7/2018Day Pass
21410/8/2015Night Pass



Thank you for the responses. Above is the data that I would like to have analyzed...I am hoping to get results that look something like this...

YearTotal Customers by Mail #Number of Products PurchasedNew CustomersReturning Customers
20151533150
20162030164
201730551515
20181003507525





I would also be interested in Identifying specific customers by Mail# that held a pass in one given year, did not return the following year, but still returned at a later date. 


Hopefully that makes sense. Please let me know if you have any futher questions!

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

You may refer to my solution here.

 

Hope this helps.

 

Untitled.png

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

Thank you I think that should work, however I am getting an error with computing the date. I typed 

Date = CALENDAR(MIN(Data[Purchase Date]),MAX(Data[Purchase Date]))

and I am getting an error of

"A table of multiple values was supplied where a single value was expected."

Any idea what is causing this error?

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

You have to go to Modelling > New Table and then write that formula in the formula bar.

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

Thank you so much for the help! That did it

CIWEB Regular Visitor
Regular Visitor

Re: Tracking Customers Year Over Year

Would it also be possible to calculate the average number of tickets sold to the customers? As a measure it looks like I can not just have it average in a visualization like I was hoping. Would it also be possible to determine something like "55 customers purchased between 0-2 tickets in 2015", "65 Customers purchased between 2-4 Tickets in 2015"?


Thanks so much for the help.

Super User
Super User

Re: Tracking Customers Year Over Year

Hi,

 

I think this would entail writing individual formulas for each interval that you want to study such as 0-2, 2-4 etc.