How to get count and sales for new, existing and lost customers

summer18 — Fri, 14 Oct 2022 08:17:36 GMT

I need help in getting the count and sales for new, existing and lost customers. I just created a sample image like below on what I need to achieve. The chart will always display the current year's new, returning and lost customers by month. I tried some sample Dax online but could not make them to work properly.

New = with current month sales but no sales for the past 24 months

Existing = has sales on current year and previous years

Lost = has sales more than 24 months ago

sorry for my image below but the legend should be existing customer, not returning

I will highly appreciate if you can provide a sample pbix with how to achieve the measures. I cannot attach my pbix due to large volume of data.

Re: How to get count and sales for new, existing and lost customers

amitchandak — Fri, 14 Oct 2022 10:45:51 GMT

summer18 , You need meausres like

MTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD('Date'[Date]))

this month = CALCULATE(SUM(Sales[Sales Amount]),DATESMTD(ENDOFMONTH('Date'[Date])))

Last 24 before current = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],eomonth(MAX('Date'[Date]),-1) ,-24,MONTH))

yearly

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))

//Only year vs Year, not a level below

This Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])))
Last Year = CALCULATE(sum('Table'[Qty]),filter(ALL('Date'),'Date'[Year]=max('Date'[Year])-1))

Last 24= CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],(MAX('Date'[Date])) ,-24,MONTH))

Final measures

lost =

Countx(Values(Customer[Customer]), if(isblank([Last 24]), [Customer], blank()) )

Change measure as per need

retain =

Countx(Values(Customer[Customer]), if(not(isblank([This Year])) && not(isblank([Last Year])) , [Customer], blank()) )

new =

Countx(Values(Customer[Customer]), if(not(isblank([This Month])) && (isblank([Last 24 before current ])) , [Customer], blank()) )

refer

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://www.youtube.com/watch?v=W4EF1f_k6iY

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retention/ba-p/1377458

Re: How to get count and sales for new, existing and lost customers

summer18 — Sat, 15 Oct 2022 02:58:29 GMT

thank you amitchandak , you're truly awesome!

topic Re: How to get count and sales for new, existing and lost customers in DAX Commands and Tips

How to get count and sales for new, existing and lost customers

Re: How to get count and sales for new, existing and lost customers

Re: How to get count and sales for new, existing and lost customers