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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

Join us as experts from around the world come together to shape the future of data and AI!
At the Microsoft Analytics Community Conference, global leaders and influential voices are stepping up to share their knowledge and help you master the latest in Microsoft Fabric, Copilot, and Purview.
️ November 12th-14th, 2024
 Online Event
Register Here
Anonymous
Not applicable

Thanks! This works! 

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