Are you able to post a sample packaged workbook (twbx file)?
My first inclination would be to create a calculated field similar to the following:
if min(BILL_DT)<min(CALL_DATE) then countd([CALL_REC_NUM]) end
Hope this helps!
Thanks for your reply. I tried the 'if' statment, but seems to give me the same number as countd(call_rec_num) - all distinct calls rather than just the ones that were called before the first order.
If you want to have a look - I attached a packaged workbook. The calculation with the if statement is in 'Num Calls Before First Purchase' Measure.
Hi Tracy - don't spend any time on this yet. I spot checked and the sample I provided actually has the same countD call_rec_num's as the if statement (they were all made before the first purchase)
I have to pull in additional sales reps and see if your 'if' statement works.
Looking a little further, I did find one of the entries that show 5 distinct calls and 5 b4 1st purch date - but should be 5 dcalls and 2 calls b4 purchase:
tblOUTBOUND_CALLS_BSNSS_ID = 860620130101 (about 1/4 way down the result page)