Find the new record based on the customer visit

Question

Hi all,

I have some tricky  challenge with the data set.

The data looks like below.

In the data above, if a customer is newly formed in the current month it has a value (no. of visits) as 1 then a 'New' has to be shown in the status. If the same customer visits again but its value will be 2 in no.of visits and then the status should show blank. If the Customer visits a hospital but not consulted a doctor then then value is 0. If the same customer visits after three months and then the value would be 1 as he becomes new again.  Then it should show new in the status.

How do we acheive this in Alteryx? Kindly help.

Thanks.

New Workflow2.yxmd

clmc9601 · Answer

Hi @stj1120, just wanted to follow up-- did this solution work for you? Thanks.

clmc9601 · Answer

Hi @stj1120,

Are you trying to calculate the No. Visits column in Alteryx or just populate the Status column?

If you're trying to display a status of "new" whenever number of visits is 1, you can use the following expression in the formula tool:

IF [No. of Visits] = 1

THEN "New"

ELSE ""

ENDIF

New Workflow2formula.yxmd