In my company, customers can create their own orders (self-serve via web, text, etc.) or they can call in via phone to place an order. I am trying to do a quarterly comparison of the data (Q3 vs. Q4) to see how many of those customers who placed an order via self-service in Q3 moved to placing orders via phone in Q4. I created a side-by-side graph broken out by product areas and I can see movement from one "bucket" to the other. However, I need to be able to do the comparison of only existing customers and remove any new customers from this comparison. I am new to Alteryx and I am stumped on how to achieve this. I do have Customer IDs that I can use to determine new vs. existing customers. I need to remove customer IDs from Q4 that did not exist in Q3. Any advice would be appreciated.
