That looks to be a viable solution. The logic flows through nicely. Thanks very much. I'll test that out when I'm back at work. Very much appreciated. ... View more

Currently the existing analysis is only looking at the sales of the lead product. I am of the view that this is underestimating the value of selling this product and that the additional items purchased by these customers adds further value to selling it. Anecdotally I'm being told that customers who buy this product are going on to buy accessories and other items. Sometimes at the same time, sometimes coming back days later. The primary analysis is to first see if this is the case - to move it from anecdote to evidence. I'm simply after a table that shows me all sales for the customers who purchase this one item. No further analysis is needed at this stage as if the additional sales are minimal then we won't do further work on it. ... View more

8.5.1 V 03.05 ... View more

Sales date is in there but not needed for this part as I will use that to determine new or existing customer i.e. sales before lead item purchase equals existing customer, no sales before lead item purchase new customer. ... View more

I won't be back at work for a week but have mocked this up in excel at home. This would be the input. The output would be the bolded lines. Obviously there would be other columns with sales person etc but this is the essential data to get from A to B. We can identify the customers we want by the yes. The second step is the one I don't know how to get - all sales for the customer numbers that have a yes in the lead product column.  I tried using an if then statement to get the customer numbers eg if lead product in "yes" then return customer number but couldn't get this to accept even when I changed the customer number to a category instead off a number. I'm starting to learn some coding but am definitely not yet competent and only have access to SAS VIYA report building functions i.e. not able to change data tables themselves. Need to either include only the bolded sales or exclude the unbolded ones. Customer number Sales number Lead product 806185884 352642 yes 509804152 352643   882331076 352644   921338798 352645   806185884 352646   397206925 352647   306612296 352648 yes 306612296 352649   306612296 352650   146638411 352651   672286336 352652   806185884 352653   484973075 352654   871998797 352655   782777515 352656   879936527 352657   390223057 352658   964182594 352659   694348333 352660   552739316 352661 yes 214321825 352662 yes 269519214 352663   529652473 352664   876472785 352665   913604067 352666   806185884 352667   214321825 352668   950587169 352669   380356878 352670   134078895 352671 yes 415736504 352672   158368579 352673   552739316 352674   438888072 352675   973265855 352676   ... View more

Have worked a partial solution by creating a list of all the customer names filtered by yes column and used that list to click on individual customers which looks at, in a table showing all sales, to see what else they purchased. If I could restrict the second table to only customers in the first list this would allow me to use totals, etc in a useful way. (I'm away for a week now so no hurry for any thoughts). ... View more