chocolatedogs
New Member
I uploaded a file for reference. I need the total # of Item ID's per month that did not have a Transaction for the past 12 months. Item ID's are not unique – there can be multiple transactions back in time for the same item ID. Transaction date data goes back 8 years, and includes multiple transactions on the same date. Transaction amounts vary – the value is not important, just if there is a value > 0 at all. It needs to be a rolling 12 months, starting on the latest date and searching backwards in the data.
The data contains numerous individual day dates, but needs to be summarized by month. For example, for transactions in June 2016 I want to look back through July 2015 and see if there are any transactions for the same Item ID with a value > 0. I don't need to do any calculations on them, and I do not need to search for a certain value, just if there is one or not.
You can think of having no Transaction values > 0 for the past 12 months as what we don't want. We want customers to come back in and buy more product from us – if they have not bought in the past year they are considered a lost customer.
The only VBA I have done was simply from the Macro recorder, i.e. I am not readily familiar with VBA programming and would like to do this without VBA, though I suspect that is not possible.
Any thoughts or comments greatly appreciated - I honestly don't know where to start on this.
Julie
The data contains numerous individual day dates, but needs to be summarized by month. For example, for transactions in June 2016 I want to look back through July 2015 and see if there are any transactions for the same Item ID with a value > 0. I don't need to do any calculations on them, and I do not need to search for a certain value, just if there is one or not.
You can think of having no Transaction values > 0 for the past 12 months as what we don't want. We want customers to come back in and buy more product from us – if they have not bought in the past year they are considered a lost customer.
The only VBA I have done was simply from the Macro recorder, i.e. I am not readily familiar with VBA programming and would like to do this without VBA, though I suspect that is not possible.
Any thoughts or comments greatly appreciated - I honestly don't know where to start on this.
Julie