5 Replies Latest reply on Jun 8, 2018 4:53 AM by Franz Duge

How can I assign a Marketing-Order-Source to a customer?

Hello,

I have order-date (sample-data in the workbook) with the following dimensions/measurements:

• Orderdate
• Customer-ID
• Ordersource (What was the last click before order?)

I want to assign the ordersource from the first order of the customer (MIN (orderdate)) to a calculated field "Customer-source". Do you have any solution for this problem?

Kind regards

Franz

• 1. Re: How can I assign a Marketing-Order-Source to a customer?

Hi

First for each customer find the first date -

then use that in an lod to id the source

it will return this

Jim

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• 2. Re: How can I assign a Marketing-Order-Source to a customer?

Thank you Jim Dehner

• 3. Re: How can I assign a Marketing-Order-Source to a customer?

Hi Jim Dehner,

I'm sorry, but I have a problem when I use this in my live-data. I used the following LOD:

The data looks correct but for example the "Paketbeileger"-Customers should be around 2.000 but it's only 227.

Do you have any idea, what can I do?

Kind regards

Franz

• 4. Re: How can I assign a Marketing-Order-Source to a customer?

Good morning

I would need to see a little more of the twbx workbook -in the solution I gave you is based on identifying the minimum order date first - this formula finds a date for each customer

{ FIXED [Customer ID]:MIN([Orderdate])}

then this formula looks at ate all the records for each each customer and finds the data the matches the date in the first formula and takes the Ordersource associated with that date

{ FIXED  [Customer ID]:min(if [Orderdate]=[LOD min order date  jd] then [Ordersource] end )}

Jim

• 5. Re: How can I assign a Marketing-Order-Source to a customer?

Hi Jim,

thank you for your quick answer. I found my problem. My list contains Orders including article-data in each line. I forgot to do the same LOD for the order-source...

Now it works.

Kind regards

Franz