The approach I'd take is to look to use the MIN function and return the earliest date from the transaction date, and use that as a way to filter your data table. I'm not sure whether you could use this all in measures or whether you'd have to make a calculated column in your customer table
@Zubair_Muhammad thanks for the reply. Creating a table worked to get the #'s I was looking for, however, when I try to join it to my transaction table, so that I can see what customer name, industries, city/state etc our new business came from in 2017, it has every single value the same across the board unless I keep Cust_ID in there. Is there anyway to change that?
As for the other suggestions, my transaction data set is well over 1 million rows of data, would creating a calculated column like that on that large of a data set cause any performance issues?
Hi @Zubair_Muhammad I have created a relationship between the Calculated Table (New Customers) and the Customer Info Dimensions table (which is joined to my Transaction Table by Cust_ID) on the Cust_ID. This is the type of results that I am seeing.