calculating churn

Hi, I have a simple table as follows in screenshot:

I want to be able to create a flag to tell if a client is churned - e.g. have seen them purchased in the last 12 months, and I have not idea how to even start it. This I want to use to sum per month the nr of customers who churned

Please help, I am out of ideas.

Need Help

Anonymous
2 years ago
Hi mazwro ,

Thanks for the reply from MattAllington .

Please try:

Create a calculated column that considers a customer churned if they have not made a purchase within the past 12 months of the maximum date in the data set.

IsChurned = var PY = CALCULATE( MAX('Table'[order_YM]), DATESINPERIOD( 'Table'[OrderDate], MAX('Table'[OrderDate]), -12,MONTH) ) RETURN IF(PY = BLANK(),"Churned", "Active")

Create a measure to calculate the number of churned customers:

Count = CALCULATE( COUNTROWS('Table'), 'Table'[IsChurned] = "Churned", ALLEXCEPT('Table', 'Table'[order_YM]) )

If the problem is not solved successfully, I would be grateful if you could provide me with the pbix file or sample data.

Remember to remove sensitive data and do not log in to your account in Power BI Desktop when uploading the pbix file.

If you have any other questions please feel free to contact me.

The pbix file is attached.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
Demo.pbix48 KB
Anonymous
2 years ago
Hi mazwro ,

Thanks for the reply from MattAllington .

This formula returns the churn rate for the last 12 months for the maximum date in your table.

If you have any other questions please feel free to contact me.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

8 Replies

MattAllington

Community Champion

2 years ago

This is how you do it https://www.daxpatterns.com/new-and-returning-customers/

mazwro

Helper II

2 years ago

thanks MattAllington , I am having trouble with this article - I made a script like the following, but i dont know where to take [Date Lost Customer]:

# Lost Customers = 
VAR LastDateLost =
    CALCULATE (
        MAX ( 'nh churned'[OrderDate].[Date] ),
        ALLSELECTED ( 'nh churned'[OrderDate].[Date] )
    )
VAR CustomersWithLostDate =
    CALCULATETABLE (                        -- Prepares a table that 
        ADDCOLUMNS (                        -- for each customer contains 
            VALUES ( 'nh churned'[client_ID] ),  -- the date when they are considered lost 
            "@LostCustomerDate", [Date Lost Customer]
        ),
        ALLEXCEPT ( 'nh churned', 'nh churned'[client_ID] ),
        'nh churned'[OrderDate].[Date] <= LastDateLost
    )
VAR LostCustomers =
    FILTER (                              
        CustomersWithLostDate,          -- Filters the customers
        [@LostCustomerDate]             -- whose lost customer date
            IN VALUES ( 'nh churned'[OrderDate].[Date] )  -- fall within the current period
    )
VAR Result =
    COUNTROWS ( LostCustomers )         -- The count of the lost customers does not
                                        -- use the Sales table (no sales in the period)
RETURN
    Result

MattAllington
Community Champion
2 years ago
If you are going to follow the pattern, you need to do it exactly as shown. It looks like from your formulas that you don't have a calendar table. It's not going to work without that.

I can tell you that I copied the table structure and formulas, and it worked for me.

Anonymous
Not applicable
2 years ago
Hi mazwro ,

Thanks for the reply from MattAllington .

Please try:

Create a calculated column that considers a customer churned if they have not made a purchase within the past 12 months of the maximum date in the data set.

IsChurned = var PY = CALCULATE( MAX('Table'[order_YM]), DATESINPERIOD( 'Table'[OrderDate], MAX('Table'[OrderDate]), -12,MONTH) ) RETURN IF(PY = BLANK(),"Churned", "Active")

Create a measure to calculate the number of churned customers:

Count = CALCULATE( COUNTROWS('Table'), 'Table'[IsChurned] = "Churned", ALLEXCEPT('Table', 'Table'[order_YM]) )

If the problem is not solved successfully, I would be grateful if you could provide me with the pbix file or sample data.

Remember to remove sensitive data and do not log in to your account in Power BI Desktop when uploading the pbix file.

If you have any other questions please feel free to contact me.

The pbix file is attached.

Best Regards,
Yang
Community Support Team

If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!
Demo.pbix48 KB
- mazwro
  Helper II
  2 years ago
  Thanks Anonymous Yang, this looks like something I can handle, but does it calculate static churn for last 12 months only, or will it work too if I add month split and calculate number of churned per month?
  - Anonymous
    Not applicable
    2 years ago
    Hi mazwro ,
    
    Thanks for the reply from MattAllington .
    
    This formula returns the churn rate for the last 12 months for the maximum date in your table.
    
    If you have any other questions please feel free to contact me.
    
    Best Regards,
    Yang
    Community Support Team
    
    If there is any post helps, then please consider Accept it as the solution to help the other members find it more quickly.
    If I misunderstand your needs or you still have problems on it, please feel free to let us know. Thanks a lot!

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calculating churn

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