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aneeshvarghese's avatar
aneeshvarghese
Frequent Visitor
8 years ago
Solved

Customer retention new vs old Customers

  I want to calculate yearly retension report for the follwing data. 1. I like to find how many old customers from 2017 are with us in 2018 2. Also number of new customers in 2018.   Plz help....
  • balaganeshv2201's avatar
    8 years ago

    I want to calculate yearly retension report for the follwing data.

    1. I like to find how many old customers from 2017 are with us in 2018
    2. Also number of new customers in 2018.

     

    Plz help. I am a newbie and need to generate this report for the management.

     

    I like to find how many old customers from 2017 are with us in 2018

     Measure =
    COUNTROWS(INTERSECT(SELECTCOLUMNS(FILTER(table1,year(Table1[year])=2017),"2017_yr_nm",Table1[name]),
    SELECTCOLUMNS(FILTER(table1,year(Table1[year])=2018),"2018_yr_nm",Table1[name])))
    Also number of new customers in 2018.
     Measure = 
    COUNTROWS(except(SELECTCOLUMNS(FILTER(table1,year(Table1[year])=2017),"2017_yr_nm",Table1[name]), 
    SELECTCOLUMNS(FILTER(table1,year(Table1[year])=2018),"2018_yr_nm",Table1[name]))) 
     

  • aneeshvarghese's avatar
    aneeshvarghese
    8 years ago

    Hi function to find Retension of customers from last year is working perfectly. But 2nd equation for finding new customers is returning a wrong value. Can you plz look into this for me??

  • aneeshvarghese's avatar
    aneeshvarghese
    8 years ago

    I think i found the solution. Hope it is useful to everyone. I have created a parameter for year which you can swap for months or years based on adding a calender to solution.

    Here is the link.

    Check this