Hey Tableau community! I am trying to create a month over month display with New customers, Existing customers and Unique customers (new +existing). Each of these customers come from orders that are tracked by "Delivery Completion Time".
Since we have a "Became a Customer Date" in our dataset I've been trying to take advantage of having it with these calculations.
Here are some screenshots on how I calculated each, however as you can see the logic is off somewhere and the numbers are not lining up accordingly.
If there is a better way to calculate New & Existing customers please let me know. Also, not all customers have a "Became a Customer Date" however I don't think that should affect anything as they would still be counted as an existing customer....I think.
I have attached the packaged workout as well!
Hi Jarr,
Tableau calculations are computed for each record in the underlying data. What do I mean by that? When you compare the [Became Customer Date] to the [Delivery Completion] date, it only compares those date values on the same record in the underlying data. Tableau doesn't read over all completion dates and then count the user as new user when the dates match. To illustrate this problem, I've created the following view:
Most users will never be counted as a new user unless they had a delivery completed the same month they became a customer. I also question the accuracy of the [Became Customer Date] because User Id 14 has deliveries before they became a customer.
If you want to continue using [Became Customer Date] then I recommend looking at Combining Multiple Date Fields
However, you could also make a [First Order Date] field using the logic in Calculating Most Recent Date in the Data Set, but fixed to each user and with MIN() instead of MAX(). I have altered the workbook to show this method.
Hope this helps
