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Check for historic clients

beatrizmguerreiro
8 - Asteroid

Hello 

 

 

I need your help with the following dataset:

ClientYearNº of requestsAmount
Client A201830010000
Client A20191020
Client B201920300
Client C201820060

 

I need to check if the client has done any transactions in only 2018 or both 2018 and 2019 (tag as "Present"). if it is a new client, because it only has registers in 2019 (tag as "New").

 

in conclusion, client A should be tagged as Present , and the remaining clients and New. 

 

Thanks

1 REPLY 1
ImadZidan
12 - Quasar

Hello @beatrizmguerreiro ,

 

If it is those 2 years, the workflow should be ok. However, if you are aiming for something dynamic, the workflow will need to change.

 

Have a look, it will give u an idea,

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