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Helper 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

5 REPLIES 5
Employee

Hi @slyfox,

```No sales in selected Month =
IF (
CALCULATE (
SUM ( F_Invoice[Qty] ),
FILTER (
ALL ( F_Invoice ),
&& 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 ),
&& 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 ),
)
)
= BLANK (),
"No sales",
"Have Sales"
)```

Best regards,

Yuliana Gu

Community Support Team _ Yuliana Gu
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Helper 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.

Helper II

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