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Hi,

 

I want to show the evolution in the volume of customers loyalty between two brands, differentiating 'Brand B' , 'Brand C' and 'Mixed'. My problem is that LoD fails to account for changes at the customer level between two different dates. For example, in Y1 customer A buys from brand 'B' but in Y2 it buys from brand 'C'. Hence in Y1 customer A should be 'Brand B' customer, but in Y2 it becomes 'Mixed'. LoD would not let me do that and I don't want to just look at the yearly level, but rather across the entire customer life-cycle.

 

Which functions should I use? Would lookup be an alternative to LoD?

 

This is my Viz set-up:

 

LoD alternative to segment customers based on date

 

Thanks.

2 answers
  1. Jul 31, 2017, 12:34 PM

    My data is a raw transaction extract:

     

    CustomerDateOrder IDChannelClient AQ1 2016XXXAClient BQ2 2016XXXBClient AQ2 2016XXXB

     

    At the moment my Viz is simply:

     

    Row: Date

    Column: Customer

    Colour: Customer Type

     

    My question is how should I make the customer type calc so it properly classifies Client A as 'channel A' in Q1 2016 and 'Mixed' in Q2 2016?

     

    Thanks.

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