In this article, I cover how to:
- Count transactions by customer
- Count transactions by customer, per month
For the purposes of this article, I'm going to assume that a direct relationship exists between the table containing your customers (or users) and the table containing your transactions. If that's not the case, just reach out and we'll help 🙂
(1) Counting transactions by customer
- Get started by opening the table containing your customers (or users).
- Click the Join button.
- Click the the table containing transactions, which should be in the list of proposed joins.
- Click done. Trevor will bring in the data, matching the rows with the relevant customer.
- Important: do you need to filter out incomplete or cancelled transactions? If so, learn how here.
- Click the calculate button. The calculate modal will open.
- In the calculations(s) section, click the plus icon and then select count transactions (or whatever the word is for transactions in your database). Don't see this option? Select row count instead.
- In the group by section, select customers. Don't see this option? Scroll down until you see the list of columns from the customers table, and then select the ID column.
- In the Include other columns section that appears, click the names of any columns you want to include in the results.
- Click Done.
Your results show a list of your customers and a count of the transactions they've made.
(2) Counting transactions by customer, per month
- Follow the instructions above.
- When choosing your group by options in step 8, add the column containing the date each transaction took place before adding customers.
- In the date dropdown menu that appears, select month (you can also select day, week, and year).
Have a question?
We're on standby to help! To chat with us, click the blue Intercom button in the bottom right of Trevor's interface.