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Distinct Transaction Date

edited Jan 3, 2020 1:07AM in Search / Reporting 11 comments

Not sure if i am over complicating my saved search here, but this is what i am looking to do:

Show number of customers who had their first transaction by month grouped by lead source..

I am able to get the list but what i am having difficulties in is the count. Here is the formula i am using:

case when to_char({firstsaledate}, 'MM') = to_char({today}, 'MM') then 1 end

and then adding -1, -2 etc... to get previous months.

Now what i am finding is if a customer has more than one transaction in the same month of their first transaction, they are been counted more than once.

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