Calculate Monthly Retention Performance

[karthikponnaih]

Hi

I am new to PowerBI and trying to create a POC for our business requirements.

Attached the dataset and information around the data. Could someone help me in find the monthly retention performance for the  product "flex".

customer_id	product_name	inception_policy_id	effective_start_date	effective_end_date
9515	flex	131555	05-09-2017	05-09-2017
9515	flex	142843	27-09-2017	27-09-2017
9515	flex	145799	02-10-2017	02-10-2017
7863	flex	146241	03-10-2017	03-10-2017
9515	flex	147497	05-10-2017	05-10-2017
9515	flex	148364	06-10-2017	06-10-2017
7863	flex	169990	08-11-2017	08-11-2017
9515	flex	169858	08-11-2017	08-11-2017
7863	flex	175244	13-11-2017	13-11-2017
7863	flex	177908	16-11-2017	16-11-2017
9515	flex	179505	17-11-2017	17-11-2017
7863	flex	186287	23-11-2017	23-11-2017
9515	flex	199081	05-12-2017	05-12-2017
7863	flex	199557	06-12-2017	06-12-2017
9515	flex	210164	19-12-2017	19-12-2017
9515	flex	212800	22-12-2017	22-12-2017
7863	flex	216629	29-12-2017	29-12-2017
9515	flex	218701	02-01-2018	02-01-2018
9515	flex	220384	04-01-2018	04-01-2018
9515	flex	226104	11-01-2018	11-01-2018
22597	flex	226038	11-01-2018	11-01-2018
22597	flex	226060	11-01-2018	11-01-2018
1991	flex	226878	12-01-2018	12-01-2018
7863	flex	253751	03-02-2018	03-02-2018
18820	flex	254331	03-02-2018	03-02-2018
1991	rsa	226878	10-01-2018	12-01-2018
7863	rsa	253751	05-02-2018	09-02-2018
18820	rsa	254331	08-02-2018	09-02-2018

Thanks very much. 

[v-alq-msft]

Hi, @karthikponnaih 

If you take the answer of someone, please mark it as the solution to help the other members who have same problems find it more quickly. If not, let me know and I'll try to help you further. Thanks.

Best Regards

Allan

[v-alq-msft]

Hi, @karthikponnaih 

I wonder the definition of monthly retention performance. If you want to count the number of records where the current month-year is between the start date and the end date and the product name is 'flex', you may try the following steps.

Table:

Calendar:

Calendar = CALENDARAUTO()

You may create a calculated column and a measure as below.

Calculated column:
Month-Year = VALUE(FORMAT('Calendar'[Date],"yyyymm"))

Measure:
Result = 
var _monthyear = SELECTEDVALUE('Calendar'[Month-Year])
var tab = 
ADDCOLUMNS(
    ALLSELECTED('Table'),
    "startmonthyear",
    VALUE(FORMAT('Table'[effective_start_date],"yyyymm")),
    "endmonthyear",
    VALUE(FORMAT('Table'[effective_end_date],"yyyymm"))
)
var newtab = 
ADDCOLUMNS(
    tab,
    "flag",
    IF(
       _monthyear>=[startmonthyear]&&
       _monthyear<=[endmonthyear],
       1,0
    )
)

return
COUNTROWS(
    FILTER(
        newtab,
        [flag] = 1&&
        [product_name] = "flex"
    )
)

Result:

Best Regards

Allan

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

[Greg_Deckler]

Not sure what retentation performance means exactly. I can think of a number of definitions, what do you use?

Open Tickets might assist, it is designed to work with date intervals. https://community.powerbi.com/t5/Quick-Measures-Gallery/Open-Tickets/m-p/409364#M147