5 Replies Latest reply on Mar 30, 2016 8:31 AM by Michael Amato

    Customer segmentation in Tableau

    keerthana kumar

      I have to perform customer segmentation(New,active,lost) in tableau.

      New customer : if his invoice date and first invoice date is in the same year he is a new customer

      Active customer: if his invoice is there in current year and previous year

      Lost Customer if invoice is not there in current year and its there in previous year


      i was able to achieve active and new customer. please help me with deriving lost customer .

      Please see the attached workbook with sample data.