Customer Retention Cohort Analysis - Help Needed

New and returning customers – DAX Patterns

Hi,

I have solved a similr question in the attached file.

Hope this helps.

Hi lbendlin and Ashish_Mathur 

Thanks for sharing solutions.

I repeated all my steps & found a logical reasoning to the differences in numbers between retention cohort vs repeat although they share same DAX.

Logic:

Since I am using End of month methodology, the cohort analysis is counting all the customers who purchase within the same month as 1 transaction. However I noticed a small group of customers who purchased multiple times within the same month.

Hence, if we check the repeat customers within May'23, the actual repeat is 128 (having more than 1 invoice)

whereas, if we conside all repeats by all customers using End of month methodology & want to know how many customer who purchased in Jun'23 have also purchased May'23, then the answer is 83 as shown in cohort analysis which uses End of month methodology.

Here is a screenshot