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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.

Super User
Super User

@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

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