Forum Discussion
Determining lost customers
I am trying to calculate/identify the customer accounts that have been lost.
Problem: I have a dataset of all the workorders perofrmed for the last 5 Years. I need to isolate all the customers that are in the 5 year data based on the criteria 'we did not work with them in 2020'.
Attempted Solution: I created a filtered DAX table that isolated all the 2020 Customers from the master dataset. I am planning on adding a column to the Master 5 Year workorder table to return True or False if they exist on the 2020 Customer Table. I used the DAX formula Contains to see if the Customer ID was present in the 2020 Table to return a True or False Flag to Validate if we did work with that customer within the last year. This apporach errors out with a circular apporch. Is their a better approach?
HillUser1 , You can create a measure
Sales = sum(Sales[Amount])
if(isblank([sales]),1,0) , plot this with customer table , you will get customer who has not purchased from you till now.
On the same line refer to my blog for other combinations
Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retention/ba-p/1377458
1 Reply
- amitchandak
Super User
HillUser1 , You can create a measure
Sales = sum(Sales[Amount])
if(isblank([sales]),1,0) , plot this with customer table , you will get customer who has not purchased from you till now.
On the same line refer to my blog for other combinations
Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retention/ba-p/1377458