Creating Keys based on customer IDs and 30 Day Peroids

Hi All,

Have an interesting use case:

I want to group and make keys for customers (attached is the data I am using as an example)

I want to take a customer and make a key for them (IE starting at 1 and the "second key" would be 1)

The second time that customer has a line WITHIN 30 DAYS, the key would be 1 and a second key of 2
If another occurrence of this happened WITHIN 30 DAYS, the key would be 1 and the second key would be 3.

If the occurrence then happened outside of 30 days, they first key would go to 2 and the second key would go to 1 (ie 2.1) making a tree.

When it hits 112 customer, then I want it to go back to 1.1 for a new customer. I hope that makes sense......

TLDR; Making keys for users based on 30 day periods of last tickets 🙂

New Workflow2.yxzp

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Accepted answers

NicoleJohnson

Multi-Row tool is going to be your friend on this one... could probably be done more efficiently, but this is at least pretty transparent. Take a look at the attached example - hope that helps point you in the right direction!

Cheers,

New Workflow2.yxmd

All comments

NicoleJohnson

Cheers,

New Workflow2.yxmd

JordyMicheal

I love it.

I went with the same start, but missed the FLOOR in the 3rd.

Thanks Nicole! A true wizard as always

Whodathunkit

Thanks @JordyMicheal and @NicoleJohnson!

I'm just dissecting the second Multi Row Formula, trying to understand what's going on. Sorry if all of this is quite basic, but I'm fairly new to this.

For Else Floor([Row-1:Key1])+1, what does "Floor" do in this instance? I thought floor was just used for rounding and it doesn't seem like there's a need to round anything here.

Also, in the same expression, Elseif [LessThan30] Then [Row-1:Key1], is there nothing needed after the [LessThan30] as it's a True/False statement? If nothing is stated, is it implied to be True?

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