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If new

  1. #1
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    Question If new

    I have a worksheet as follows:

    Year Customer
    2009 A
    2010 A
    2015 A
    2015 B
    2011 C
    2014 C
    2010 D
    2012 D


    I want to create a formula (or use some other excel function) that tells me when I have a new customer.

    I define new by saying they made their first purchase in 2014 or 2015 and didn't buy anything before that year.

    Using the example above, customer B would be new because they made a purchase in 2015 with no earlier purchases however A & C both made purchase earlier than 2014 & D never made a purchase in 2014 or 2015. So A,C,D are not new but B is new.

    I feel like this should be easy but I'm not able to write any formula that works.

    Thanks!

  2. #2
    Forum Guru sktneer's Avatar
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    Re: If new

    I think you only need this.....

    In C2
    Please Login or Register  to view this content.
    and copy down.


    A
    B
    C
    D
    1
    Year
    Customer
    2
    2009
    A
    <---=IF(COUNTIF($B$2:$B$9,B2)=1,"New Customer","")
    3
    2010
    A
    4
    2015
    A
    5
    2015
    B
    New Customer
    6
    2011
    C
    7
    2014
    C
    8
    2010
    D
    9
    2012
    D
    Regards
    sktneer


    Treat people the way you want to be treated. Talk to people the way you want to be talked to.
    Respect is earned NOT given.

  3. #3
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    Re: If new

    How do I get column C to say New Customer is truly what I'm asking above.

    I have way more than 9 rows and can't do it manually.

  4. #4
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    Re: If new

    Sorry let me clarify ... your formula basically tells me anytime a new customer is listed for the first time.

    I only want to identify customers with sales in 2014/2015 & only if they didn't have any prior sales

  5. #5
    Forum Guru sktneer's Avatar
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    Re: If new

    Try this...

    In C2
    Please Login or Register  to view this content.
    and copy it down for all the rows. To quickly copy the formula down the rows, select the formula cell C2 and double click the bottom right corner of C2 to fill down the formula.

  6. #6
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    Re: If new

    Thanks, that works!

  7. #7
    Forum Guru sktneer's Avatar
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    Re: If new

    You're welcome.

    If that takes care of your original question, please mark your thread as Solved by selecting Thread Tools (just above your first post) --> Mark thread as solved.

    You may also say thanks to those who have put their time and efforts to help you in this forum by clicking the Add Reputation link under their posts, another way to say thanks.

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