13 Replies Latest reply on Sep 6, 2018 10:17 AM by Kat Merriman

    How to find New Customers and Returning Customers?

    Tanner McDaniel

      Hello all,


      I've been struggling with some calculations for a few days now and decided to finally ask for help. I tried to look up other topics in the community that were similar, however they all failed to accomplish what I'm after.

      Appreciate any guidance you can lend.


      The Goal

      Obtain a customer list that can be filtered or viewed in the following ways.


      Customer Category:

      New Customer= Never purchased from us before except within 12 months previous to the current date.


      Lost Customer= Has not made a purchase in a 9 month period


      Re-activation = Follows the same rules as “Lost customer” with addition to making a purchase greater than or equal to “1,000$” within 12 months previous to the current date.


      I have been following a few links, but still cannot achieve this.

      1. https://community.tableau.com/docs/DOC-7906
      2. https://community.tableau.com/thread/196200
      3. https://community.tableau.com/thread/145061


      My Journey So Far

      I've been able to get pretty close to finding new customers by combining these two calculations.

      Date Calc:

      DATEADD('month', -[Date Paramiter],TODAY())


      New Customer Rule:

      IF MIN([Order Date]) < [Date Calc] THEN '0'

      ELSEIF MIN([Order Date])> [Date Calc] THEN '1'



      Then I run into this issue. (I also attached the photo)

      new customer error.png


      Any advice with the next steps I should take here?