Forum Discussion
Cohort Analysis - DAX
Hi Folks
I want to create a Cohort Analysis. This involves calculating the the percentage of a cohort that is left in each of the subsequent months following an initial signup. The screenshot below demonstrates the basic concept. I want to avoild hard coding any date filters as a new cohort is added each month.
I am thinking the solution involves a CALCULATE formula, but I am getting tripped up with the DAX to identify the denominator in the % calculation (the starting number of customers in each Cohort (40 in the first cohort, 35 in the second 30 in the 3rd cohort).
Can anyone help me out with the DAX?
Any help is much appreciated. Excel/ PowerPivot File attached.
Thanks Steve
Hi Steve,
Here are a couple of ideas I can think of depending on the logic you want to apply (they give the same answer using your sample data).
These are additive over signup month (which you may want) and invoice month (which you may not want). You can modify that behaviour if needed.
1. Denominator = For each Signup Month, Number of customers where Invoice Month = Signup Month
= DIVIDE ( [Count of Customer ID], CALCULATE ( [Count of Customer ID], GENERATE ( VALUES ( Table1[Signup Month] ), FILTER ( ALL ( Table1[Invoice_Month] ), Table1[Invoice_Month] = Table1[Signup Month] ) ) ) )2. Denominator = For each Signup Month, Number of customers in first Invoice Month with nonblank customers
= DIVIDE ( [Count of Customer ID], CALCULATE ( [Count of Customer ID], GENERATE ( VALUES ( Table1[Signup Month] ), FIRSTNONBLANK ( ALL ( Table1[Invoice_Month] ), [Count of Customer ID] ) ) ) )Owen :)
5 Replies
- OwenAugerSuper User
Hi Steve,
Here are a couple of ideas I can think of depending on the logic you want to apply (they give the same answer using your sample data).
These are additive over signup month (which you may want) and invoice month (which you may not want). You can modify that behaviour if needed.
1. Denominator = For each Signup Month, Number of customers where Invoice Month = Signup Month
= DIVIDE ( [Count of Customer ID], CALCULATE ( [Count of Customer ID], GENERATE ( VALUES ( Table1[Signup Month] ), FILTER ( ALL ( Table1[Invoice_Month] ), Table1[Invoice_Month] = Table1[Signup Month] ) ) ) )2. Denominator = For each Signup Month, Number of customers in first Invoice Month with nonblank customers
= DIVIDE ( [Count of Customer ID], CALCULATE ( [Count of Customer ID], GENERATE ( VALUES ( Table1[Signup Month] ), FIRSTNONBLANK ( ALL ( Table1[Invoice_Month] ), [Count of Customer ID] ) ) ) )Owen :)
- stfoxHelper I
Excellent! Thanks Owen. Just what I was after.
- AnonymousNot applicable
- MAAbdullah47Helper V
where is the signup month formula?
- GershwinMunichRegular Visitor
this formula does not work. it says too few arguments are trying to pass the filter function