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Oversimplifying, I need a calculated field that would flag me:
Who are the customers that bought product A and still haven't bought product B (kind of upgrade).
Note: I don't want to see customers who bought product A and already bought product B (I don't need to follow up with them anymore).
Note2: 'Product C' is when the customer buys the upgraded version right away (less common).
In other words, for the same customer:
When the variable [Product] = 'Product A' (non empty for amount)
AND [Product] = 'Product B' (empty/null)
THEN "FOLLOW UP"
Makes sense? Really appreciate any help!
|October 2017||ABC||Product C||2,000||SOLD|
|Sept 2016||CUSTOMER1||Product A||900||(blank)|
|April 2018||CUSTOMER1||Product B||1,100||SOLD2|
|May 2018||DEFG||Product C||2,000||SOLD|
|January 2018||IMPORTANT2||Product A||900||FOLLOWUP|
|January 2018||IMPORTANT3||Product A||900||FOLLOWUP|