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I have two Excel tables with monthly NPS data:
- **Table 1:** New vs Returning customers (Promoters, Detractors, NPS).
- **Table 2:** Overall NPS (Promoters, Passives, Detractors, NPS) + segment shares (New, Returning, High-Spenders, Budget Shoppers).
I want to build a Power BI dashboard that shows overall NPS trends and segment breakdowns.
**Questions:**
1. Should I model these two tables together (linked by Month) or separately?
Solved! Go to Solution.
@Astro09 I don't see any real issue combining these two tables (merge/join) based on Month. They are both at the same granularity and everything involves NPS numbers (facts) for those months. So, I would tend to default to merging them together for sake of simplicity. You could try it both ways and see if it makes any difference in terms of semantic model size but given the few rows of data I highly doubt there is much of a difference.
Yes, use line charts for identifying trends and bar/column charts for segments. Stacked bar charts should be used with caution in my opinion since they can become very busy looking with more than 6 or 7 segments. However, a simple bar chart in that situation, especially if sorted intelligently, is often more readable and effectively conveys the same information. Beyond that, it's really difficult to say as it all depends on what you are trying to achieve, like comparing two time ranges, breaking down a total, etc. There are great books out on this subject as well as cheat sheets:
Power BI Cheat Sheet (+ PDF version) | Zero To Mastery
Also:
Most NPS stuff is pretty striaght-forward. Other related calculations that you might be able to do are churn rate, acquisition cost, lifetime value, etc.
Table 1 and Table 2 are your fact tables.
Create dimensions (for example a Calendar table with Dates (primary key), months, years) and connect them to both Table1 and Table 2
Your model is done!
Best
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ok
@Astro09 I don't see any real issue combining these two tables (merge/join) based on Month. They are both at the same granularity and everything involves NPS numbers (facts) for those months. So, I would tend to default to merging them together for sake of simplicity. You could try it both ways and see if it makes any difference in terms of semantic model size but given the few rows of data I highly doubt there is much of a difference.
Yes, use line charts for identifying trends and bar/column charts for segments. Stacked bar charts should be used with caution in my opinion since they can become very busy looking with more than 6 or 7 segments. However, a simple bar chart in that situation, especially if sorted intelligently, is often more readable and effectively conveys the same information. Beyond that, it's really difficult to say as it all depends on what you are trying to achieve, like comparing two time ranges, breaking down a total, etc. There are great books out on this subject as well as cheat sheets:
Power BI Cheat Sheet (+ PDF version) | Zero To Mastery
Also:
Most NPS stuff is pretty striaght-forward. Other related calculations that you might be able to do are churn rate, acquisition cost, lifetime value, etc.
Hi @Astro09 ,
Thanks for reaching out to the Microsoft fabric community forum.
I would also take a moment to thank @GeraldGEmerick , for actively participating in the community forum and for the solutions you’ve been sharing in the community forum. Your contributions make a real difference.
I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you
Best Regards,
Community Support Team
Hi @Astro09 ,
I hope the above details help you fix the issue. If you still have any questions or need more help, feel free to reach out. We’re always here to support you
Best Regards,
Community Support Team
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