Join us at FabCon Atlanta from March 16 - 20, 2026, for the ultimate Fabric, Power BI, AI and SQL community-led event. Save $200 with code FABCOMM.
Register now!To celebrate FabCon Vienna, we are offering 50% off select exams. Ends October 3rd. Request your discount now.
Hi everyone,
I am completely new to Power BI, Could someone help in in creating running total in cohort analysis please. Thanks in advance
Policy Attrition Count:
The following table obtained:
POLICY ATTRITION MATRIX (COHORT ANALYSIS)
Description of output: In Apr-2023, 1456 no of new policies were taken, out of 1456 new policies, 20 no of policies were cancelled in Apr-2023, and 63 no of policies were cancelled in May-2023 excluding the 20 no of policies cancelled in Apr-2023.
The above output obtained by using the following DAX function
Policy Attrition =
VAR vCurrentMonthAfter = SELECTEDVALUE(Tenure_Table[Value])
VAR vCurrentCohort = SELECTEDVALUE(Consolidated[Cohort])
VAR vleft =
CALCULATE(
[NewPolicies],
FILTER(
Consolidated,
EOMONTH(Consolidated[PolicyCancelDateColumn],0)=EOMONTH(vCurrentCohort,vCurrentMonthAfter)
)
)
RETURN
vleft
Tenure_Table = GENERATESERIES(0,24,1)
Cohort =
VAR vPolicyNo = Consolidated[POLICY_NUMBER (Imported)]
VAR vResult = CALCULATE(
EOMONTH(MIN([PolicyPurcDateColumn]),0),
FILTER(Consolidated,Consolidated[POLICY_NUMBER (Imported)]=vPolicyNo)
)
RETURN
vResult
NewPolicies = DISTINCTCOUNT(Consolidated[POLICY_NUMBER (Imported)])
How to get the cumulative policies cancelled output as below. How to write the dax function to get the following output
POLICY RETENTION MATRIX (COHORT ANALYSIS)
The above out put will help me in creating the retention matrix, by substracting the retention matrix values from the new policies count.
User | Count |
---|---|
15 | |
11 | |
6 | |
6 | |
5 |
User | Count |
---|---|
29 | |
17 | |
11 | |
7 | |
5 |