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Anonymous
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8 years ago

Lost Customers Calculation Formula

Hello,

 

I use this formula below and it works fine. But if i filter and see region-wise lost customers pbi recalculates for every filter which i don't want.

I need customers to be counted as lost if there's no purchase last x days at anywhere, no matter which regions filtered.

For example, customer might be purchased sth @ place X, but didn't purchased last 100 days @ place Y. This customer shouldn't be counted as lost In theory it's lost for place Y but it's still our customer. How can i differentiate formula for this purpose?

 

sample screenshot of a simple calculated table...

..added data relationship screenshot if needed.

 

LostCustomer = SUMX(VALUES('Customer Data'[NEW BOOKING CUSTOMER]);IF('Customer Data'[CustomerLostDate]>=[FirstDateSelected] && 'Customer Data'[CustomerLostDate]<=[LastDateSelected];1))

 

FirstDateSelected = FIRSTDATE(DATEADD('Date'[DATE];0;MONTH))

 

LastDateSelected = LASTDATE(DATEADD('Date'[DATE];0;MONTH))

 

CustomerLostDate = CALCULATE(MAX('New Customer Check Table'[DATE]);CALCULATETABLE('New Customer Check Table';FILTER(ALL('Customer Data');'Customer Data'[NEW BOOKING CUSTOMER] = MAX('Customer Data'[NEW BOOKING CUSTOMER]));FILTER(ALL('Date');'Date'[DATE]<=MAX('Date'[DATE]))))+[LostDaysLimit]

 

LostDaysLimit = [DaysCustomerLost]+1

 

Thanks,

Caglar

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