Hello
I need your help with the following dataset:
Client | Year | Nº of requests | Amount |
Client A | 2018 | 300 | 10000 |
Client A | 2019 | 10 | 20 |
Client B | 2019 | 20 | 300 |
Client C | 2018 | 200 | 60 |
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
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,