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MrAtkinson's avatar
MrAtkinson
Frequent Visitor
2 years ago

Calculate retention by month

Hi all, 

 

I am looking to calculate the retention rate of our members. I was wondering if its possible to do it in one and show the % in a Card? Each member has a unique ID and a membership status. Is there a way to write a code that will compare the number of Active UI's on the 1st of the month against the number of UI's at the end of the month and give me the retention %?

 

Thanks

 

Jake

Need Help

3 Replies

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi  MrAtkinson ,

     

    I created some data:

     

    Here are the steps you can follow：

    1. Create measure.

    Measure =
var _countall=
CALCULATE(DISTINCTCOUNT('Table'[UI_ID]),
FILTER(ALL('Table'),YEAR('Table'[Date])=YEAR(TODAY())&&MONTH('Table'[Date])=MONTH(TODAY())))
var _countactive=
CALCULATE(DISTINCTCOUNT('Table'[UI_ID]),
FILTER(ALL('Table'),YEAR('Table'[Date])=YEAR(TODAY())&&MONTH('Table'[Date])=MONTH(TODAY())&&'Table'[Status]="Active"))
return
DIVIDE(
    _countactive,_countall)

    2. Result:

     

    If it doesn't meet your desired outcome, can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. We can better understand the problem and help you.

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly

    • MrAtkinson's avatar
      MrAtkinson
      Frequent Visitor
      2 years ago

      Hi, 

       

      Thank you for getting back so quickly! This seems like it will do what i need it to do. However i do not have a date option in the data. Is there a way to do this with Calander Date and put it into a bar chart to show month on month?

       

      Thanks

       

      Jake

  • Anonymous's avatar
    Anonymous
    Not applicable
    2 years ago

    Hi  MrAtkinson ,

     

    Are you saying there is no date format in your data, without a date it is impossible to determine if the data is for the current month, is there any other column instead of a date column to determine the current month or is there some calculation logic.
    Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data. help you

     

    Best Regards,

    Liu Yang

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.