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How to Track First-Time Purchases in Google Data Studio

Learn how to accurately count first-time purchases in Google Data Studio by creating calculated fields. Get clear step-by-step instructions for optimal reporting.
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This video is based on the question https://stackoverflow.com/q/65162427/ asked by the user 'Reid' ( https://stackoverflow.com/u/897488/ ) and on the answer https://stackoverflow.com/a/65316264/ provided by the user 'Diego Queiroz' ( https://stackoverflow.com/u/603541/ ) at 'Stack Overflow' website. Thanks to these great users and Stackexchange community for their contributions.

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Tracking First-Time Purchases in Google Data Studio

In the world of e-commerce and online donations, understanding customer behavior is key. One important metric to track is the number of first-time purchases made over a specific date range. This data not only provides insight into customer acquisition but also helps evaluate the effectiveness of marketing strategies. If you're using Google Data Studio and looking to report on first-time purchases accurately, you’ve come to the right place!

The Challenge

Imagine you are generating a report that captures the overall purchases made over a specific timeline. Each purchase includes a transaction ID, the customer's ID, and the date of their first purchase. Your goal is to differentiate between all purchases and specifically highlight those that represent first-time purchases. For example, on December 3, 2020, you want to show:

Total Purchases: 40

First-Time Purchases: 17

However, extracting this first-time purchase data from your dataset effectively can be tricky, especially when working with multiple fields that contain different timestamps. In this post, we will break down a straightforward method to achieve this in Data Studio.

Steps to Calculate First-Time Purchases

Step 1: Confirm Your Data Structure

Before you start, make sure your data source in Google Data Studio includes the following columns:

Purchase Date: The date when the transaction occurred.

First Purchase Date: The date when the customer made their first purchase.

Step 2: Create a Calculated Column for Purchase Difference

To determine if a purchase is a first-time purchase, you need to calculate the difference between the Purchase Date and the First Purchase Date. Here’s how to do this:

Navigate to your Data Source in Google Data Studio.

Create a New Field with this formula:

[[See Video to Reveal this Text or Code Snippet]]

Name this field First Purchase Diff. This column will return a value in seconds representing the difference between the two dates.

Step 3: Identify First-Time Purchases

With the First Purchase Diff column in place, you can now determine if each purchase is indeed a first-time purchase. Here’s how to create another calculated column:

Create Another New Field with the following formula:

[[See Video to Reveal this Text or Code Snippet]]

Name this field Is First Purchase. This field will assign a value of 1 to first-time purchases and 0 to all other purchases.

Step 4: Summarize the Data

Now that you have a reliable field to indicate first-time purchases, it's time to summarize the data for your report:

Use the Is First Purchase column to aggregate and show the number of first purchases over your desired date range.

You can visualize this through tables, charts, or other graphic representations in Google Data Studio, allowing you to see the total counts clearly.

Conclusion

By following these straightforward steps, you can effectively report on first-time purchases in Google Data Studio. Tracking first-time customers helps you refine your strategies and gain insight into how well you're attracting new donors or customers. With the right calculated fields and analysis techniques, making valuable business decisions becomes easier than ever.

If you have more queries about tracking metrics or using data in Google Data Studio, feel free to reach out. Happy reporting!

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