Check for historic clients

[beatrizmguerreiro]

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

[ImadZidan]

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,