Customer Retention

[slyfox]

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]

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

[slyfox]

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 ?

[slyfox]

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[slyfox]

Up

[slyfox]

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