Assistance Needed: Identifying New and Lost Customers

Anonymous — Wed, 22 Jan 2025 16:56:54 GMT

Dear Power BI Community,

I hope this message finds you well.

I am seeking your guidance on a scenario where I need to identify the number of new customers acquired in a specific or selected month and the number of customers lost during the same period/selected month.

In my dataset, I have two columns: "File Date" and "Data Date", but the focus should be on the "Data Date" column for this analysis.

Below are the measures I have used in my file:

Sample Data

This is my old post on community for your reference

https://community.fabric.microsoft.com/t5/Desktop/Identified-new-entry-and-missing-product-from-last-month-Part-2/m-p/936895#M448841

Result should be like below in visual

Reference table for results

Resent in chosen month = Countrows ( ChangeInCust )

Present in previous month = CALCULATE ( [Resent in chosen month], PREVIOUSMONTH ( ChangeInCust [Data Date] )

Cloesed this month = COUNTROWS ( FILTER ( SUMMARIZE ( CALCULATETABLE ( VALUES ( ChangeInCust [CustID] ), DATESBETWEEN ( 'Calendar'[Date], EDATE ( MIN ( 'Calendar'[Date] ), -1 ), MAX ( 'Calendar'[Date] ) ) ), ChangeInCust [CustID], "ABCD", [Resent in chosen month], "EFGH", [Present in previous month] ), [EFGH] > 0 && [ABCD] = 0 ) )

New this month = COUNTROWS ( FILTER ( SUMMARIZE ( VALUES ( ChangeInCust [CustID] ), ChangeInCust [CustID], "ABCD", [Resent in chosen month], "IJKL", CALCULATE ( [Resent in chosen month], DATESBETWEEN ( 'Calendar'[Date], MINX ( ALL ( 'Calendar' ), 'Calendar'[Date] ), EOMONTH ( MIN ( 'Calendar'[Date] ), -1 ) ) ) ), [ABCD] > 0 && [IJKL] = 0 ) )

Closed this month 1 = COUNTROWS ( FILTER ( SUMMARIZE ( CALCULATETABLE ( VALUES ChangeInCust [CustID]), DATESBETWEEN ( 'Calendar'[Date], DATE( YEAR(MIN('Calendar'[Date])), MONTH(MIN('Calendar'[Date])) , DAY(MIN('Calendar'[Date])) ), MAX ( 'Calendar'[Date] ) ) ), ChangeInCust [CustID], "ABCD", [Resent in chosen month], "EFGH", [Present in previous month] ), [EFGH] > 0 && [ABCD] = 0 ) )

I would be extremely grateful if you could help me refine or improve this approach. Your expertise and insights would mean a lot.

Thank you in advance for your valuable time and support!

Best regards,
Amardeep Bhingardeve

Re: Assistance Needed: Identifying New and Lost Customers

Greg_Deckler — Wed, 22 Jan 2025 17:01:55 GMT

Anonymous See if these help:
New and Returning Customers - Microsoft Fabric Community
Better Sales from New Customers - Microsoft Fabric Community

Re: Assistance Needed: Identifying New and Lost Customers

Anonymous — Wed, 22 Jan 2025 17:33:05 GMT

Thanks Greg_Deckler
While the reference links provided are definitely helpful, they don’t fully address my specific request.

topic Assistance Needed: Identifying New and Lost Customers in DAX Commands and Tips

Assistance Needed: Identifying New and Lost Customers

Re: Assistance Needed: Identifying New and Lost Customers

Re: Assistance Needed: Identifying New and Lost Customers