We are indeed looking at the entire time horizon.
Please see the attached photo I created to help demonstrate.
If a customer has been reactivated more than once, that's fine. We are only interested in the CURRENT status. Hope it's possible!
It shouldn't happen very often, but if we truly need to identify other reactivation periods, we can label it "Reactivation Period 1, Reactivation Period 2"..etc
Thanks for taking the time to read this.
Not exactly sure, because different from your chart, almost all customer does not have sales every month,
anyways please check below and you can make trials and errors with changing the nu,bers in the formula.
Customer Status_SM_18.1.twbx 2.4 MB
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Your attempt is so close!
See the attached photo and file for the issue.
If the Superstore does not have enough customer data to play with, feel free to change the rules for the sake of testing.
Rule Changes for Testing (if needed)
1. Instead of a 9 month period, do a 3 month period.
2. Instead of the customer having to spend 0$ for a 3 month period, you could make it <= 100$
3. Instead of the customer having to spend >= 1000$, you could make it >=500$
If you have to use those rules to test, I will have to figure out how to change it back to the original conditions if the calculations work for the superstore data.
Hope this helps.
I discovered the correct results by filtering the order date to the last 2 years.
Thanks for the help Ankit!