5 Replies Latest reply on Jan 29, 2018 5:55 AM by Dr. Konstantin Wemhöner

# show first 12 months of sale for all customers categorised by signup month

Hi and thank you up front

Ok my tableau skills are far from perfect so I need a little help.

If a customer signups in my web shop JAN 2015 the he is a Jan 2015 customer forever.

All the sales for his account will always go into the Jan 2015 field giving me the total of sales for customers that signed up in that period of time and up until today.

Therefore, the list I am having is showing the sales total for customers that signed up in the months listed and all the way up until TODAY()

To be 100% clear if a customer that signed up in Jan2015 buys something today the sales will go on top of the numbers shown as January 2015.

Now all this works just fine now as my table has a date showing when the customer signed up.

I would like to have 2 columns.

1 showing the total (this I have now) but also 1 Colum showing the first 12 months of sales.

Basically this would mean show all orders from the Signup month and 11 more months, then stop adding additional sales to the field. I would still need my total row to keep running adding as time goes by but I need the one row to only show sales the fisrt 12 months.  (singup month and 11 more)

I made the columns but can’t figure out how to get it showing what I need.

• ###### 1. Re: show first 12 months of sale for all customers categorised by signup month

Ulrik, I think we're missing a "Customer" dimension to do this accurately. Right now we can't tell when a customer started buying in any given month, and be able to track what you want.

After that, I think you can use a LOD calc to find each customers min(date)....and use that to label their first month and give you a starting point to count the first 12 months. Something like this...

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• ###### 2. Re: show first 12 months of sale for all customers categorised by signup month

Hi Joe

Its difficult to explain but we are looking to get the total som for "all" customers that signed up in a given month and then keep adding to that ammount when ever a customer returns buys more.

We are using this to see if our google advertisement has been "valid" meaning if we have enough return buisness for a period of 12 month, total sales for all customers that made an account in a given month.

right now the list works and i can go an manually just stop the SQL from importing more than a specefic period, so if i want to see jan 2012 customers first 12 months total i just stop the import at 31DEC 2012

but i would like the list to show me all in the same window without me hving to do that for each one..  (takes time)

So to clearify  the "customers_info_date_acount_creaed" put the customer into a group like  "JAN 2012" the list now shows me ALL sales from that group up until today

I would like somehow to say "only show for the first 12 month purchases after customers_info_date_acount_creaed and keep it in the correct group -

just not sure how to do it, hopefully this explains it better.

oh and thanx for helping out here

• ###### 3. Re: show first 12 months of sale for all customers categorised by signup month

IF  INT(DATEDIFF('month',[customers_info_date_account_created],[kobs dato])<= 12)=1  THEN [shipping_quote]  ELSE 0 END

I got it after about 200 hours of trying..

anyway it works problem solved thanx