Assistance Needed: Identifying New and Lost Customers

[Amardeep100115]

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... 

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

[Greg_Deckler]

@Amardeep100115 See if these help: 
New and Returning Customers - Microsoft Fabric Community
Better Sales from New Customers - Microsoft Fabric Community

[Amardeep100115]

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