Forum Discussion
Finding Monthly Unique New Customers
- 4 years ago
Hi craigology
This is quite simple in Power BI
1. Created a table called "Sample" to replicate your dataset. You can replace the col/table names with your dataset.2. Create a calculated column "Month Index" to keep track of month passed from a reference date (jan 2021 in my case).
Month Index = DATEDIFF(DATE(2020,1,1), 'Sample'[Input Date ],MONTH)3. Create another calculated colmumn to check if users are Old/new
Customer Profile = VAR customerName = 'Sample'[Customer Name] VAR monthIndex = 'Sample'[Month Index] VAR previousCount = CALCULATE(countrows('Sample'), filter(all('Sample'), 'Sample'[Customer Name] = customerName && 'Sample'[Month Index] < monthIndex)) RETURN IF( previousCount > 0, "Old Customer", "New Customer")4. Create a label visual and add the "Distinct Count" of Customer Name column. Also add an additional filter on the visual to only count distinct count for "Customer Profile" to be "New Customer".
Thats It! You can filter the table now using month filter (or any other filter) to see the uniqe count between the specified time span.
If this helped you, mark this as the solution to help others refer.
Thanks,
Hanson
Hi craigology
This is quite simple in Power BI
1. Created a table called "Sample" to replicate your dataset. You can replace the col/table names with your dataset.
2. Create a calculated column "Month Index" to keep track of month passed from a reference date (jan 2021 in my case).
Month Index = DATEDIFF(DATE(2020,1,1), 'Sample'[Input Date ],MONTH)
3. Create another calculated colmumn to check if users are Old/new
Customer Profile =
VAR customerName = 'Sample'[Customer Name]
VAR monthIndex = 'Sample'[Month Index]
VAR previousCount = CALCULATE(countrows('Sample'), filter(all('Sample'), 'Sample'[Customer Name] = customerName && 'Sample'[Month Index] < monthIndex))
RETURN
IF( previousCount > 0, "Old Customer", "New Customer")
4. Create a label visual and add the "Distinct Count" of Customer Name column. Also add an additional filter on the visual to only count distinct count for "Customer Profile" to be "New Customer".
Thats It! You can filter the table now using month filter (or any other filter) to see the uniqe count between the specified time span.
If this helped you, mark this as the solution to help others refer.
Thanks,
Hanson
- craigology4 years ago
Microsoft Employee
Thanks so much for this Hanson97. You saved me! 🙂