Find First Order a Customer Placed (Earliest Date)

In this video, I will show you how to use the Dmin function to find the date of the first order that a customer placed. You'll see how to perform a Dmin operation with two parameters using the AND condition. You'll learn how to look up their discount amount from a table. We'll also see how to calculate the first order date for everyone using an Aggregate Query and the Min function.

Eugene from Long Beach, California (a Platinum Member) asks: I run a membership program at my business. We base the amount of the member's discount on the length of time since they placed their first order. Over 1 year is 5%. Over 3 years is 7%. Over 5 years is 10%. Is there an easy way to calculate that and display it on their customer form?

Members

Members will learn how to take this one step further and determine the date of the second order the user placed. It's trickier than you think.

•  Extended Cut Video - Silver
•  Gold Member Template Download - Gold

Silver Members and up get access to view Extended Cut videos, when available. Gold Members can download the files from class plus get access to the Code Vault. If you're not a member, Join Today!

Links

• Aggregate Query: https://599cd.com/Aggregate
• Dlookup Function: https://599cd.com/Dlookup
• Dmax Function: https://599cd.com/Dmax
• NZ Function: https://599cd.com/NZ
• Calculate Age: https://599cd.com/Age

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