Forum Discussion
Customer Retention by date
I have an unique situation where I am trying to measure a customer retention trend over time and the dax is failing me.
I have a data table of customers including their go live dates. I need a rolling total of customers who have gone live under a year, over 1 year, over 2 years and over 3 years.
My result would have a table showing the Year and Quarter, then a column for each time period listed above.
The issue that I am having is that every quarter should do the counts for every date in the past.
Ex; in 2021 (the first year) I should see a steady increase in the under a year column. then for 2022 (the second year), the under a year column would decrease as some of the under a year customers would graduate to the over 1 year column.
1 Reply
TravisM Without more information hard to be specific but you might find this helpful. To convert to a rolling total, just use SUMX instead of AVERAGEX. Better Rolling Average - Microsoft Power BI Community
