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Identifying The First Product Each Customer Purchased


Published: 18 Oct 2016
Last Modified Date: 24 Oct 2016

Question

How to create a field showing the product which each customer purchased for their first order?

Environment

Tableau Desktop

Answer

​The following example uses Superstore sample data.
 
  1. Go to Analysis > Create Calculated Field. Name the field First Order Date, enter the following formula, then click OK:
    {FIXED [Customer Name] : MIN([Order Date])}
  2. Create another calculated field named First Purchased Product, enter the following formula, then click OK:
    { FIXED [Customer Name]: 
    MIN(IF [First Order Date] = [Order Date]
    THEN [Product Name] END)}
  3. Place Customer Name, First Order Date and Order Date on Rows.
  4. Place First Purchased Product on Text.
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