Hi. There's nothing obvious in your data to use as an absolute distinct identifier of a purchase (like an order id). However, have a look at the attached. I've created three calculated fields and then combined them separately. Note that the [First order value > 30000] formula is dependant on the other fields.
New Customer Calc.twbx 27.2 KB
I should have been more clear. Eventually I want to be able to do trend analysis showing how we have acquired new customers recently.
Any recommendations on how to have the most effective way at analyzing these changes by fiscal year?
Strategic Marketing Analyst Intern
Carpenter Technology Corporation
1735 Market Street, 15th Floor
Philadelphia, PA 19103
That broadens out your question quite a bit! Are you wanting to measure customer acquisition or attribute acquisition back to a marketing channel / cost centre / department / etc. (or both)? There are a multitude of ways to approach this using Tableau but I'm not sure you'll get a quick answer in a forum context. Have you got an internal analyst team to lean on?