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SOLVED

Flag customers who have multiple occurrences

Jholiday78
7 - Meteor

Hi,

I am looking for a simple solution to identify customers who meet the criteria of 1, 2, 3 in the 'Occurrence' column and flag as 1 so I can then use only those customers going forward in my analysis.  Everyone else should be excluded.  I'm trying to use the multi-row tool to accomplish this, but not sure if it is the right tool.

 

I've attached sample data with my desired output.

 

Thanks in advance,

Jessica

7 REPLIES 7
binuacs
21 - Polaris

@Jholiday78 one way of doing this wihout multi-row formula

 

binuacs_0-1657839388653.png

 

Qiu
21 - Polaris
21 - Polaris

@Jholiday78 
I am sorry but mine is not really "simple" per se😂

It make things abit complex since you only want to flag the first occurence per each customer.

0715-Jholiday78.PNG

Jholiday78
7 - Meteor

Thanks Binuacs,  I wish I could do this, but I need to carry through the customer id.  Thank you though for looking at it.

SPetrie
13 - Pulsar

This still isnt exactly simple, but it isnt terribly complicated either.

SPetrie_0-1657854151943.png

 

binuacs
21 - Polaris

@Jholiday78 updated the workflow

binuacs_0-1657867858854.png

 

Jholiday78
7 - Meteor

I was way off.  I thought I could just use a multi-row formula.  This worked perfect.  I could actually stop at the filter for 'Concat_Occurance" because those are the customers that where there ids showed up in all cases (1, 2, 3). 


Thank you,

This worked perfect and I appreciate the help.

Jholiday78
7 - Meteor

Thank you to all who responded with solutions.  There's more then one way it seems to solve my issue.

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