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Anonymous
Not applicable

Help - Cohort Analysis (Customer Retention) not displaying correct values

Hi,

I want to have a cohort analysis of my customers which I patterned to this: https://www.youtube.com/watch?v=vbg4Je1tuis

 

However, I am not getting the right numbers. 

 

Formula Used: 

 

First Renewal Date = var CurrentCustomer = 'Main Table'[CIDN] RETURN CALCULATE(EOMONTH(MIN('Date'[Date]),0), FILTER('Main Table', 'Main Table'[CIDN] = CurrentCustomer))
 
Months After (Value) = GENERATESERIES(0,12,1)
 
Customer Retention % = VAR CurrentMonthAfter = SELECTEDVALUE('Months After'[Value]) VAR CurrentFirstRenewalMonth = SELECTEDVALUE('Main Table'[First Renewal Date]) return CALCULATE(DISTINCTCOUNT('Main Table'[CIDN]), FILTER('Main Table', EOMONTH('Main Table'[Renewal Date],0) = EOMONTH(CurrentFirstRenewalMonth, CurrentMonthAfter) ))
 
Output: The numbers 1-12 are not appearing. 
 
jdalfonso_0-1623328163131.png jdalfonso_1-1623328208802.png

 

How can I achieve this?:

jdalfonso_2-1623328330848.png

 

Note: I have a date table. 

 

 
2 ACCEPTED SOLUTIONS
amitchandak
Super User
Super User

@Anonymous , I have discussed very similar stuff

here

Period Of Stay – Cohort Analysis: https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-3-Period-Of-Stay-Cohort-Analysis/ba-p/1393410

 

and here https://www.youtube.com/watch?v=Q1vPWmfI25o

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Anonymous
Not applicable

Thanks! This works! 

View solution in original post

3 REPLIES 3
Hariharan_R
Solution Sage
Solution Sage

Hi 

   The method explained in the video works fine. You need to have proper data otherwise it will show only 1 column. if you want to try then use Amit's PBIX data and use the approach and test it.

 

Thanks

Hari

amitchandak
Super User
Super User

@Anonymous , I have discussed very similar stuff

here

Period Of Stay – Cohort Analysis: https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-3-Period-Of-Stay-Cohort-Analysis/ba-p/1393410

 

and here https://www.youtube.com/watch?v=Q1vPWmfI25o

Share with Power BI Enthusiasts: Full Power BI Video (20 Hours) YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube
Anonymous
Not applicable

Thanks! This works! 

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