Finding Certain Dates

[josephcsmithny]

I have a large data file containing customer numbers, corresponding revenue and date of transactions.  How can I analyze the data to compile the first date of transaction for each customer number? (i.e., a particular customer number may have multiple transaction dates, however I'm trying to compile the first date of transaction for each customer).  

Thanks,

Joe

[MarqueeCrew · Accepted solution]

Use the summarize tool.

Groupby customer number
Min transaction date

That will get you the earliest date. You can join this output back to the raw data and find the details by matching on cust number and date.

You could get multiple rows if there are multiple transactions on a date. You might need to summarize the raw data to get total of transactions on each date.

Cheers,
Mark

[jdunkerley79]

I'd probably do it the same way as @MarqueeCrew

But an alternative is:

- Use a Sort Tool - and sort by Customer Number and then Date of Transactions

- Use a Sample Tool - pick the first 1 record grouped by Customer Number.