Counting First time Customers

**quickstop** · 12-28-2011, 06:37 PM

I would like a formula that can put a "true" beside each customer that has a "New Loan" for the first time.

IF CUSTOMER TRAN TYPE = LOAN AND ITS THE FIRST TIME PUT TRUE
IF CUSTOMER IS GETTING A LOAN BUT HAS GOTTEN ONE IN THE PAST PUT FALSE
IF CUSTOMER IS NOT GETTING A LOAN BUT INSTEAD GETTING A "PAY" THEN PUT FALSE

NAME TRAN TYPE TRANS DATE
JIM LOAN 01/01/2011
JON PAY 02/01/2011
KAN LOAN 03/01/2011
TIM PAY 04/01/2011
JIM LOAN 05/01/2011
JON LOAN 06/02/2011
CAN PAY 07/02/2011
TED PAY 08/02/2011
BILL LOAN 09/02/2011
POP LOAN 10/02/2011
ILL LOAN 11/02/2011
DAM PAY 12/03/2011
NAN PAY 13/03/2011
JIM PAY 14/03/2011
JON LOAN 15/03/2011
TED LOAN 16/03/2011
POP LOAN 17/03/2011
ILL PAY 18/03/2011
TIM LOAN 19/03/2011
JIM LOAN 20/03/2011
KAN LOAN 21/03/2011
BILL LOAN 22/03/2011
SILL LOAN 23/03/2011
KILL PAY 24/04/2011
ERT PAY 25/04/2011
TER LOAN 26/04/2011
WER LOAN 27/04/2011
REW PAY 28/04/2011
ILL LOAN 29/04/2011
POP LOAN 30/04/2011
ILL LOAN 01/05/2011
DAM LOAN 02/05/2011
NAN LOAN 03/05/2011
JIM LOAN 04/05/2011
JON LOAN 05/05/2011

**abousetta** · 12-28-2011, 06:49 PM

Hello and welcome to the forum,

This is what you are after:

       -A-- ----B---- ----C----- --D--
   1   NAME TRAN TYPE TRANS DATE      
   2   JIM  LOAN      1/1/2011   FALSE
   3   JON  PAY       2/1/2011   FALSE
   4   KAN  LOAN      3/1/2011   FALSE
   5   TIM  PAY       4/1/2011   TRUE 
   6   JIM  LOAN      5/1/2011   FALSE
   7   JON  LOAN      6/2/2011   FALSE
   8   CAN  PAY       7/2/2011   FALSE
   9   TED  PAY       8/2/2011   TRUE 
  10   BILL LOAN      9/2/2011   FALSE
  11   POP  LOAN      10/2/2011  FALSE
  12   ILL  LOAN      11/2/2011  FALSE
  13   DAM  PAY       12/3/2011  TRUE 
  14   NAN  PAY       13/03/2011 TRUE 
  15   JIM  PAY       14/03/2011 FALSE
  16   JON  LOAN      15/03/2011 FALSE
  17   TED  LOAN      16/03/2011 TRUE 
  18   POP  LOAN      17/03/2011 FALSE
  19   ILL  PAY       18/03/2011 FALSE
  20   TIM  LOAN      19/03/2011 TRUE 
  21   JIM  LOAN      20/03/2011 FALSE
  22   KAN  LOAN      21/03/2011 FALSE
  23   BILL LOAN      22/03/2011 FALSE
  24   SILL LOAN      23/03/2011 TRUE 
  25   KILL PAY       24/04/2011 FALSE
  26   ERT  PAY       25/04/2011 FALSE
  27   TER  LOAN      26/04/2011 TRUE 
  28   WER  LOAN      27/04/2011 TRUE 
  29   REW  PAY       28/04/2011 FALSE
  30   ILL  LOAN      29/04/2011 FALSE
  31   POP  LOAN      30/04/2011 FALSE
  32   ILL  LOAN      1/5/2011   FALSE
  33   DAM  LOAN      2/5/2011   TRUE 
  34   NAN  LOAN      3/5/2011   TRUE 
  35   JIM  LOAN      4/5/2011   FALSE
  36   JON  LOAN      5/5/2011   FALSE

abousetta