Forum Discussion
Helper IMonthly Retention Numbers & Date Relationships
https://drive.google.com/file/d/1gLauPrbVdrhqJaBo3mun3wB7LfHYjegz/view?usp=sharing
Hello:
I put in some measures in your Retention Table that shows some ways to accumulate totals. On your report page a replicated the matrix so you can scroll down and see the difference at end of month or year.
Usually, your retention table might have more than one entry per month, multiple entries and even multiple entries per day. When that get's joined to your Date table your relationship will be fine with Dates on the ONE side and the data on the MANY side. It's OK now ,it's a one to one relationship which will work but isn't the type of relationship we typically strive for.
I did an example of retention rate to show you the divide function that you may want to change to other fields.
I put in an extra Data Table in case you would like more flexibility around Time Intell functions.
I hope this helps!
Solution Sagehttps://drive.google.com/file/d/1gLauPrbVdrhqJaBo3mun3wB7LfHYjegz/view?usp=sharing
Hello:
I put in some measures in your Retention Table that shows some ways to accumulate totals. On your report page a replicated the matrix so you can scroll down and see the difference at end of month or year.
Usually, your retention table might have more than one entry per month, multiple entries and even multiple entries per day. When that get's joined to your Date table your relationship will be fine with Dates on the ONE side and the data on the MANY side. It's OK now ,it's a one to one relationship which will work but isn't the type of relationship we typically strive for.
I did an example of retention rate to show you the divide function that you may want to change to other fields.
I put in an extra Data Table in case you would like more flexibility around Time Intell functions.
I hope this helps!
- bigfun
That is super helpful thank you so much... where was I going wrong initally that was causing the MTD to not accumulate correctly?
- Whitewater100
Hi:
It looks like your MTD was summing your New Users. (Same figures for New & Total) Since your table was set up as monthly and there is just one figure/month it was behaving correctly. Generally, if you can do this as a measure it's way better for your model, performance and practice. The Calc Columns should be used sparingly and when you need a new filed to sort on for example.
