Alteryx Gurus,
I am looking for your help to find a somewhat elegant solution that will aggregate by month how many customers purchased within the last 24 months. Here is what I am looking for - I have a list of customers with the dates when they placed an order. I want to produce a monthly aggregate that tells me how many active customers we had for the reported month by looking back at the last 24 months.
Example - for the month of January 2021, I want to report on all customers who placed at least one order between 2/1/2019 - 1/31/2021. I want to do this retroactively for all previous months. I built a solution where I setup a template with the months and the start and end dates, followed by a flag whether the order date would fall within the time period, but the process generated millions of records and ran hours to run. I am hoping that one of you smart folks can help me find a more elegant solution. I added a sample dataset attached to this post.
Thanks in advance for your suggestions.
--- Kristina
