Forum Discussion
DAX sum filter dates.
Anonymous Shouldn't you be checking if they purchased something in the 2 year ahead to classify them as retained? In that case you need something like this?
Retention =
var _sv = SELECTEDVALUE(Products[DATE]) +1
return
IF(SELECTEDVALUE(Products[Manufacturer])="Banana"; //Only for our products, Banana;
IF( //Use the whole table, and then set some filters.
CALCULATE(SUM(Products[Units]);ALL(Products);Products[Manufacturer]="Banana";
DATESINPERIOD(Products[DATE];_sv;2;YEAR))
> 0 ; 1 ; 0))As seen here:
Let me revise what I posted. We consider
Case 1 = the customer is retained if the customer only bought our company's unit in last 2 years, the customer is retained
Case 2 = if the customer did not purchased any products (which means did not buy any other competing companies' product) for 2 years but bought our company's product on 3rd year, then the customer is retained.
Case 3 = if the customer did not purchased any other brands' product but bought our product for the last 3 years straight, then the customer is retained.
Case 1 seems to have a strange meaning with respect to retention?
I think we use case 1 for calculating loyalty % of customers later.