Forum Discussion
slyfox
7 years agoHelper II
Customer Retention
Hello What measure can be used to identify customers with - No sales in Selected Month - No sales in Previous Month - No sales in Previous 3 Month ? PBI file
v-yulgu-msft
7 years agoMicrosoft Employee
Hi slyfox,
Please try below measures:
No sales in selected Month =
IF (
CALCULATE (
SUM ( F_Invoice[Qty] ),
FILTER (
ALL ( F_Invoice ),
F_Invoice[LINK_Customer] = SELECTEDVALUE ( D_Customer[LINK_Customer] )
&& YEAR ( F_Invoice[LINK_Date] ) = SELECTEDVALUE ( D_Date[DATE_YearNumber] )
&& MONTH ( F_Invoice[LINK_Date] ) = SELECTEDVALUE ( D_Date[DATE_MonthNumber] )
)
)
= BLANK (),
"No sales",
"Have Sales"
)
No sales in previous Month =
VAR previousYearNumber =
IF (
SELECTEDVALUE ( D_Date[DATE_MonthNumber] ) = 1,
SELECTEDVALUE ( D_Date[DATE_YearNumber] ) - 1,
SELECTEDVALUE ( D_Date[DATE_YearNumber] )
)
VAR previousMonthNumber =
IF (
SELECTEDVALUE ( D_Date[DATE_MonthNumber] ) = 1,
12,
SELECTEDVALUE ( D_Date[DATE_MonthNumber] ) - 1
)
RETURN
IF (
CALCULATE (
SUM ( F_Invoice[Qty] ),
FILTER (
ALL ( F_Invoice ),
F_Invoice[LINK_Customer] = SELECTEDVALUE ( D_Customer[LINK_Customer] )
&& YEAR ( F_Invoice[LINK_Date] ) = previousYearNumber
&& MONTH ( F_Invoice[LINK_Date] ) = previousMonthNumber
)
)
= BLANK (),
"No sales",
"Have Sales"
)
No sales in previous 3 Month =
IF (
CALCULATE (
SUM ( F_Invoice[Qty] ),
DATESINPERIOD (
D_Date[DATE_Date].[Date],
DATE ( SELECTEDVALUE ( D_Date[DATE_YearNumber] ), SELECTEDVALUE ( D_Date[DATE_MonthNumber] ), 1 ),
-3,
MONTH
),
FILTER (
ALL ( F_Invoice ),
F_Invoice[LINK_Customer] = SELECTEDVALUE ( D_Customer[LINK_Customer] )
)
)
= BLANK (),
"No sales",
"Have Sales"
)
Best regards,
Yuliana Gu
- slyfox7 years agoHelper II
Dear v-yulgu-msft
The problem is that the grand total on the column does not display the sum of such customers for which there were no sales.
Could be possible to adjust your measures ?
- slyfox7 years agoHelper II
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