Forum Discussion
Customer Retention Rate
Hi All, I want to calculate customer retention rate. For that I need to calculate Active customer, which is Customers who made purchase in period of last 3 months.
Customer Retention % = Customers Purchased (Prev. 6 Month Period) AND Customers Purchased (Prev. 3 Month Period)
| Customer Name | Jan-20 |
| Alex | Retention = if sum of purchase > 0 for Nov-19 to Jan-20 and sum of Purchase > 0 for aug-19 to oct-19, then Yes |
3 Replies
Hi Gaurav_Lakhotia ,
You can have a look at the video.
https://www.youtube.com/watch?v=h9kRwgamLcw
Regards,
Harsh Nathani
Regards,Harsh Nathani
Appreciate with a Kudos!! (Click the Thumbs Up Button)Did I answer your question? Mark my post as a solution!
Hi Gaurav_Lakhotia ,
https://community.powerbi.com/t5/DAX-Commands-and-Tips/Intersection-Retention-Rate/m-p/1054891
Regards,
Harsh Nathani
Gaurav_Lakhotia , You can use rolling formula's with date table, example
Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-6,MONTH)) Rolling 6 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-6,MONTH))Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],ENDOFMONTH(Sales[Sales Date]),-3,MONTH)) Rolling 3 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date ],MAX(Sales[Sales Date]),-3,MONTH))To get the best of the time intelligence function. Make sure you have a date calendar and it has been marked as the date in model view. Also, join it with the date column of your fact/s. Refer :
https://radacad.com/creating-calendar-table-in-power-bi-using-dax-functions
https://www.archerpoint.com/blog/Posts/creating-date-table-power-bi
https://www.sqlbi.com/articles/creating-a-simple-date-table-in-dax/
See if my webinar on Time Intelligence can help: https://community.powerbi.com/t5/Webinars-and-Video-Gallery/PowerBI-Time-Intelligence-Calendar-WTD-YTD-LYTD-Week-Over-Week/m-p/1051626#M184
Appreciate your Kudos.
