How to Calculate the First Transaction of Each Customer?

a woman holding laptop in front of her colleagues

Background

Finding the first transaction like Sales of Each Customer is useful in many scenarios. Businesses might want to know when they first acquired a customer. We can then measure how many times a customer purchased since the first time. This helps measure the performance of a business. We may also find how many first customers from a past year came to do business with us this year. Here we calculate the first transaction of each customer in Tableau.

Read more: How to Create Stacked Bar Chart? »

Tableau First Customer Transaction Insights for Successful Business
Tableau First Customer Transaction Insights for Successful Business

Steps to Identify the First Transaction of Each Customer

We can show the First Transaction Date and Sales Amount for Each Customer as shown below. Our Tableau experts have created the perfect formula to achieve this result. The data will be returned for all customers, and we can adjust the fields and columns as per our need. Thus it is very helpful in getting more insights from the data of business customers.

Tableau Find First Transaction of Each Customer
Tableau Find First Transaction of Each Customer

Use the Tableau Workbook above to explore the logic crafted by our Tableau Certified Professionals. It will return the data as shown above. Thus you will be able to identify the first Transaction Date of any metric for each customer. Also you will be able to find the Transaction Amount of that First Transaction for every Customer.

Keep reading: Tableau Desktop Specialist Certification Questions »

Why Identify the First Transaction of Each Customer

We might wonder why do we need to identify the first transaction of each customer. Or why should be calculate the first sales value of every customer. This is because we can use this information to derive further insights for our business. We can identify which customers are loyal. And if there is any pattern which is driving customer loyalty. Businesses can then focus more on the specific tasks which improved customer loyalty and experience. Knowing the customer is good for the business. With more knowledge, we can make better decisions. Thus helping improve the overall business experience.

Keep on Reading: Tableau Data Analyst Certification Questions »


Get our Most Popular Downloads

Download the most popular scenario-based Tableau Workbooks in .twbx format. Used by thousands of Tableau developers and job aspirants every day to improve and fine-tune their CV and Tableau Public profile. Join the largest Tableau Experts Social Group.

Tableau Banking and Financial Dataset Analysis Download
Banking & Financial Dataset Analysis

Financial Domain Tableau Dataset and Analysis. The most important domain in today’s industry. Analyze Key Performance Indicators. Discover Risky and Fraudulent Outliers. Download the Tableau Packaged (.twbx) Workbook. Includes a complete Financial dataset analysis. Enhance your Data Analytics experience with our skilled analysis.

Tableau Healthcare and Hospital Dataset Analysis Download
Healthcare & Hospital Dataset Analysis

Hospital and Healthcare Domain Tableau Dataset and Analysis. A key field of study with millions of lives at stake. The most sensitive industry today. Download the Tableau Packaged (.twbx) Workbook. Understand how healthcare datasets work. Includes a complete Healthcare dataset with analytical charts. Explore Tableau interactive features with this download.

Tableau Insurance Dataset Analysis Download
Insurance Dataset Analysis

Insurance Domain Tableau Dataset and Analysis. Important domain specific metrics and data. Learn how to visualize important metrics. Show outliers and insightful data points. Download the Tableau Packaged (.twbx) Workbook. Includes comprehensive analysis of Insurance data of a large sample population. Uses industry standard analytical practices.

Tableau Practice Test

The best Tableau practice exams built. Period. Explore definitive practical problems created by brilliant Tableau experts.

Get in Touch

Contact Us
Write for Us

Published by Rahul Bhattacharya

Rahul is a journalist with expertise in researching a variety of topics and writing engaging contents. He is also a data analyst and an expert in visualizing business scenarios using data science. Rahul is skilled in a number of programming languages and data analysis tools. When he is not busy writing, Rahul can be found somewhere in the Appalachian trails or in an ethnic restaurant in Chicago.

One thought on “How to Calculate the First Transaction of Each Customer?

Leave a Reply