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How to get order first date for a specific product & custumer RRS feed

  • Question

  • Hi I have a table with all my orders lines, I need to identify (DAX formula) for a specific customer which is the first order of a specific article (first date filtered for customer and article) and use this information to tag the order line for that article for the specific customer as "Newly Ordered article" if the order date = first order date or as "Reordered article" if the date on the specific order line is subsequent to the first order date.

    I immagine I need to combine a Lookup date filtered for customer and article and use it with a IF formula.

    Can anyone help?

    Similar to this I would also like to define that if the first order for a product for the specific custumer is older then a certain date, then this would be defined as and historical customer for the specific article, if the first order on the article is more recent the a specific date, then this will be defined as "new customer for that article".

    Thanks to any expert that can give me an hand!

     

     

    Wednesday, November 18, 2015 11:15 AM

Answers

  • Have a look at these patterns and see if one or a combination of them will get you what you want:

    http://www.daxpatterns.com/new-and-returning-customers/

    http://www.daxpatterns.com/time-patterns/

    http://www.daxpatterns.com/dynamic-segmentation/

    • Proposed as answer by Charlie Liao Monday, November 23, 2015 1:27 AM
    • Marked as answer by Charlie Liao Wednesday, December 2, 2015 8:42 AM
    Wednesday, November 18, 2015 2:56 PM

All replies

  • Hi I have a table with all my orders lines, I need to identify for a specific customer which is the first order of a specific article (first date filtered for customer and article) and use this information to tag the order line for that article for the specific customer as "Newly Ordered article" if the order date = first order date or as "Reordered article" if the date on the specific order line is subsequent to the first order date.

    I immagine I need to combine a Lookup date filtered for customer and article and use it with a IF formula.

    Can anyone help?

    Similar to this I would also like to define that if the first order for a product for the specific custumer is older then a certain date, then this would be defined as and historical customer for the specific article, if the first order on the article is more recent the a specific date, then this will be defined as "new customer for that article".

    Thanks to any expert that can give me an hand!

     

     

    • Merged by Charlie Liao Thursday, November 19, 2015 1:32 AM duplicate thread
    Wednesday, November 18, 2015 10:20 AM
  • Have a look at these patterns and see if one or a combination of them will get you what you want:

    http://www.daxpatterns.com/new-and-returning-customers/

    http://www.daxpatterns.com/time-patterns/

    http://www.daxpatterns.com/dynamic-segmentation/

    • Proposed as answer by Charlie Liao Monday, November 23, 2015 1:27 AM
    • Marked as answer by Charlie Liao Wednesday, December 2, 2015 8:42 AM
    Wednesday, November 18, 2015 2:56 PM