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alir22456
Helper I
Helper I

DAX

Dataset of customers and the services (Plans) they had bought from my company. I am working on a Cross-Selling analysis project.

alir22456_0-1720940857193.png

Based on this data, I saw the names of the customers who (for example) bought Plan 4 and Plan 10.

alir22456_1-1720940857019.png

Can you please tell if there is a way to see the list of customers who bought Plan 10 minus the customers who bought Plan 10 and Plan 4?

 

Targeted Customers = Plan 10 Customers - (Plan 10 Customers and Plan 4 Customers)

 

Thanks

6 REPLIES 6
alir22456
Helper I
Helper I

 

Yes I'm currenlty using a slicer to select the products and it gives me the names of the customers who bought that particular product. Like the picture below:

 

alir22456_4-1720956107175.png

 

This logic doesn't flow... you'll need to think harder about the actual design. maybe you'll need 1 product table with a filter on the primary product, and a separate product table with a separate filter on the secondary product(s)? you can then calculate the customers with primary product but don't have a secondary product.

davidding
Resolver I
Resolver I

one possible solution is to create a reference (or duplicate) of this table in power query. Then add unpivot step to transofrom the data to show each row representing a customer and each column representing a plan. If a plan is available the value would be 1 otherwise it will be 0. 0 also represent the cross sale opportunities.

 

This new table can also be linked back to the original table via data model. This obviously works better if you don't have too many products... 

Can you please suggest a DAX measure to achieve this?

it's hard to say... roughly how many products do you have? Also I'd imagine you'll have different associated production groups right Product 10 and Product 4, Product 1 and Product 2 and 3? How would the interaction work, do you use a filter for products so when you select product 10, it gives you the "number of target customers"?

Around 25

 

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