topic Re: RFM segments in DAX Commands and Tips

RFM segments

DimaMD — Mon, 14 Feb 2022 12:34:36 GMT

Hello community!

I've made RFM analysis in table. Score of RFM is calculated in real time with mesure.

I have another table with scores and names of segments. so every combined RFM score has it's own name.

The goal is to connect 2 tables so we can see name of segment in every customer score in table 1. But i can not do so because RFM score is calculated as mesure, and I can't figure out how to connect table with name of segments with main table.

Please help me to solve this task.

Example of PBIX file will be in attachment.

Re: RFM segments

HotChilli — Mon, 14 Feb 2022 16:15:35 GMT

Are you looking to return text from Segment column dependent on exact match with RFM measure with of ID_RFM column?

If yes, create a measure, put RFM in a variable and use LOOKUPVALUE to return Segment

Re: RFM segments

DimaMD — Tue, 15 Feb 2022 07:31:54 GMT

HI, HotChilli
thanks for the tip, yesterday I managed to figure it out myself and write such a measure.
I think someone will find this measure useful

Segment RFM = VAR _tab = SELECTCOLUMNS( VALUES('Sales'[ID_USER]), "RFM_Seg",[RFM] ) VAR _Seg = SELECTCOLUMNS(_tab, "#RFM_S", LOOKUPVALUE('Segment'[Segment],Segment[ID_RFM],[RFM_Seg])) return MAXX( _Seg,[#RFM_S])

Re: RFM segments

v-robertq-msft — Thu, 17 Feb 2022 03:33:20 GMT

Hi,

Glad to hear that you have solved your problem by yourself, would you like to mark your own reply as a solution so that others can learn from it too?

Thanks in advance!

How to Get Your Question Answered Quickly

Best Regards,

Community Support Team _Robert Qin

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

Re: RFM segments

Anonymous — Tue, 10 May 2022 15:49:02 GMT

Hi Dima,

I am had the same issue. But I am wondering if you can share how you segments table looks like. I am still having issues even after connecting segments tbale with my RFm scores. Thank you!

Best,

Nura

Re: RFM segments

DimaMD — Wed, 11 May 2022 06:35:13 GMT

Hi Anonymous save the file, I think you will see everything there
example file pbix

greetings from Ukraine

Re: RFM segments

Anonymous — Tue, 17 May 2022 19:36:51 GMT

Hi Dima,

Thank you very much for sending the above file. It was very useful, however I am still getting the same error that you had. Also, after reviewing your file I realised that you have the same segment name for

each RFM score. Did you happen to fix that? Thank you!

Re: RFM segments

DimaMD — Wed, 18 May 2022 06:47:32 GMT

Hi Anonymous , Can you provide a sample of your data?

Re: RFM segments

y5famfnatudu — Tue, 14 Feb 2023 06:52:25 GMT

Hello DimaMD
Were ALL the RFM fields R(Values), R(Score), F(Values), F(Score), M(Values), and M(Scores) created completely using just measures, or some were created using calculated columns?

Would appreciate it so much if you can share the pbix please with me, as I'm trying to find a way to do it all based just on measures, but unfortunately I found that all sources are using calculated tables and columns.

Best regards,

Simon

Re: RFM segments

DimaMD — Thu, 23 Feb 2023 13:12:18 GMT

Hi y5famfnatudu Your File

Re: RFM segments

TapiaMercasid — Sat, 12 Aug 2023 20:58:13 GMT

HI DimaMD I'm having some issues with an RFM I'm trying to create from scratch. I see you are pretty knowledgeable. can you help me with this?
https://community.fabric.microsoft.com/t5/Desktop/RFM-Score-and-filtering-different-categories/m-p/3377107#M1124037