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dsd_CS's avatar
dsd_CS
Frequent Visitor
8 years ago
Solved

Customer Churn and Retention Calculation - Dynamic range

Hi,   I am working on a customer retention calculation and need some help. My problem is related to calculating the denominator. To visualize the problem, I created the below dummy data in excel. ...
  • v-ljerr-msft's avatar
    v-ljerr-msft
    8 years ago

    Hi dsd_CS,

     

    If I understand you correctly, the formula below should work in your scenario. :smileyhappy:

    Retention Denominator 2 = 
CALCULATE(
    DISTINCTCOUNT('dummy data - customers'[customer ID]),
FILTER(
    ALL('dummy data - customers'),
    'dummy data - customers'[Time since first order YEAR] >= MAX('dummy data - customers'[Customer lifetime])  && 'dummy data - customers'[Customer lifetime] >= 0
))

     

    Regards

v-ljerr-msft's avatar
v-ljerr-msft
Microsoft Employee
8 years ago

Hi dsd_CS,

 

Could you post your real table structure with some sample/mock data, so that we can better assist on this issue? It's even better that you can just share a sample pbix file. You can upload it to OneDrive or Dropbox and post the link here. Do mask sensitive data before uploading. :smileyhappy:

 

Regards

dsd_CS's avatar
dsd_CS
Frequent Visitor
8 years ago

Hi v-ljerr-msft,

 

thank you for your reply. It's a very simple data model. I created some mock data to download here:

 

https://tobii-my.sharepoint.com/:u:/p/dsd/EeI6VQJ4hFhDtT3v8baG5kIBB7hQcU_4d3e2LZfPrjYrvQ?e=WBrAnn


I added a few visualizations to show the different steps. As you can see in visualization "Number of possible customers per lifetime year" my measure doesn't work. It shows the same number in every column. Whereas what I want is that it gives me a cumulative value where "time since first order" is greater or equal "customer lifetime" at lifetime 0.

 

 

  • v-ljerr-msft's avatar
    v-ljerr-msft
    Microsoft Employee
    8 years ago

    Hi dsd_CS,

     

    If I understand you correctly, the formula below should work in your scenario. :smileyhappy:

    Retention Denominator 2 = 
CALCULATE(
    DISTINCTCOUNT('dummy data - customers'[customer ID]),
FILTER(
    ALL('dummy data - customers'),
    'dummy data - customers'[Time since first order YEAR] >= MAX('dummy data - customers'[Customer lifetime])  && 'dummy data - customers'[Customer lifetime] >= 0
))

     

    Regards

    • dsd_CS's avatar
      dsd_CS
      Frequent Visitor
      8 years ago

      wonderful! That's it!

       

      Now that I see it, it looks very straightforward. This will make a big difference for us.

       

      Thank you!

    • Anonymous's avatar
      Anonymous
      Not applicable
      7 years ago

      Hi,

       

      This is fantastic.  How woud you calculate a dynamic retention rate in this scenario e.g. 44/327 = 0.13% and then 45/283 =0.16% etc etc

       

      Thank you in advance :)

      Maria

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Super User
        7 years ago

        Hi,

         

        Please share some data and show the expected result on that data.

  • qs's avatar
    qs
    Helper I
    8 years ago

    Hello,

    The link to your mock data is not visible anymore hence I can't follow step by step the solution to your problem (mine too).
    Could you please upload the file to a new location?

    Best

    QS