Forum Discussion
YoY Retention%
Please help me with DAX to calculate YoY Retention% one basis of email I'ds.
6 Replies
- Sudhir_M1992Frequent Visitor
Super!!!
Please help me with tihs- v-jianboli-msftCommunity Support
Hi Sudhir_M1992 ,
What does your data look like?
Sorry for that the information you have provided is not making the problem clear to me. Can you please share more details to help us clarify your scenario?
Please provide me with more details about your table and your problem or share me with your pbix file after removing sensitive data.
Refer to:
How to provide sample data in the Power BI Forum
How to Get Your Question Answered Quickly
Best Regards,
Jianbo Li
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
- Sudhir_M1992Frequent Visitor
Thanks Jianboli. Here's the sample data now we have to calculate YoY Retention% of customers.
Name Email Year Event ID AB [email protected] 2020 A0 BC [email protected] 2021 B1 CD [email protected] 2023 C3 DE [email protected] 2022 D2 EF [email protected] 2022 E2 GH [email protected] 2020 G0 IJ [email protected] 2021 I1 KL [email protected] 2023 K3 MN [email protected] 2022 M2 OP [email protected] 2022 O2 QR [email protected] 2020 Q0 ST [email protected] 2021 S1 UV [email protected] 2023 U3 WX [email protected] 2020 W0 YZ [email protected] 2021 Y1 AB [email protected] 2021 A1 BC [email protected] 2022 B2 CD [email protected] 2020 C0 DE [email protected] 2023 D3 GH [email protected] 2022 G2 IJ [email protected] 2023 I3 KL [email protected] 2021 K1 MN [email protected] 2020 M0
- MrxiangHelper II
RetentionRate = VAR TotalCustomers = SUM(CASE WHEN Name IS NOT NULL AND Email IS NOT NULL THEN 1 ELSE 0 END) VAR UniqueCustomers = DISTINCTCOUNT(Name) VAR TotalEmails = SUM(CASE WHEN Name IS NOT NULL AND Email IS NOT NULL THEN Email ELSE NULL END) VAR UniqueEmails = DISTINCTCOUNT(Email) RETURN IF(TotalCustomers > 0, IF(TotalCustomers > UniqueCustomers, RetentionRate = (TotalCustomers - UniqueCustomers) / UniqueCustomers * 100, 0) ) This measure calculates the total number of customers, unique customers, and total emails for each year. It then computes the retention rate by dividing the number of unique customers by the total number of customers, and adjusts the result if the number of customers is less than the number of unique customers. The result is then returned as a percentage. Note that this measure assumes that each customer is unique, which may not be the case in your data. If some customers have the same email address, they will be counted as the same customer in the calculation of unique customers. If this is not the case, you may need to adjust the measure accordingly.- Sudhir_M1992Frequent Visitor
Hey Mrxiang Thanks for your comment.
If possible, Could you please add this measure in PBIX file as I have already shared the sample data?- MrxiangHelper II
I didn't see the PBIX file you shared.Can you send me a demo?