Power BI is turning 10, and we’re marking the occasion with a special community challenge. Use your creativity to tell a story, uncover trends, or highlight something unexpected.
Get startedJoin us for an expert-led overview of the tools and concepts you'll need to become a Certified Power BI Data Analyst and pass exam PL-300. Register 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.
This is your chance to engage directly with the engineering team behind Fabric and Power BI. Share your experiences and shape the future.
Check out the June 2025 Power BI update to learn about new features.
User | Count |
---|---|
10 | |
9 | |
9 | |
8 | |
8 |
User | Count |
---|---|
14 | |
12 | |
11 | |
11 | |
8 |