Forum Discussion
Help with Customer Behavior Tracking
Hey all!
I am trying to build a Power BI where we can show the aggregate behavior of our customers across different stages in our process. We have three steps to our process:
Primary and Secondary, which can each have 4 choices per customer
Leftover, which can only have 1 choice, but a customer can purchase multiples of
What I am trying to show is when a customer applies for a certain product at a certain step and choice, what their behavior looks like over the remaining steps. For example, I want to be able to build a visual to show the number of applicants for EP99999P for step 1, choice 1 and how many people applied for each subsequent step and choice (step 1, choice 2; step 1, choice 3; step 1, choice 4; step 2, choice 1... etc). I don't need to know WHAT they applied for or purchased in those subsequent actions, just how many participated.
The question we are ultimately trying to answer is how many people who apply for X product as a 1st choice in step 1 go on to apply or purchase other products later on and which ones.
Here is a sample of my data with PII scrubbed.
| Customer Key | Residency Status | Age Category | Product | Success | Step | Step # | Choice |
| 1234A | Resident | Adult | EP99999P | Unsuccessful | Primary | 1 | 1 |
| 1234A | Resident | Adult | EF049O1M | Unsuccessful | Primary | 1 | 2 |
| 1234A | Resident | Adult | EF049O3R | Unsuccessful | Primary | 1 | 3 |
| 1234A | Resident | Adult | EM011O1R | Unsuccessful | Secondary | 2 | 1 |
| 1234A | Resident | Adult | EF011O1R | Purchased | Leftover | 3 | 1 |
| 5434A | Resident | Adult | EP99999P | Unsuccessful | Primary | 1 | 1 |
| 5434A | Resident | Adult | EM069O2R | Unsuccessful | Primary | 1 | 2 |
| 5434A | Resident | Adult | EF012P5R | Purchased | Primary | 1 | 3 |
| 5434A | Resident | Adult | EF011O1R | Purchased | Leftover | 3 | 1 |
| 5124B | Resident | Adult | EP99999P | Unsuccessful | Primary | 1 | 1 |
| 5674Q | Nonresident | Youth | EF011O1R | Unsuccessful | Primary | 1 | 1 |
| 7457Y | Nonresident | Adult | EF011O1R | Purchased | Secondary | 2 | 1 |
Any help would be greatly appreciated! Thank you!
I FINALLY figured it out. For folks looking, here's where I found the solution:
Basically, all I needed to do was group customers by their first choice and then build my visuals from there. Thanks for all the help!
10 Replies
Hi missdev ,
Please try following DAX to create a new measure:
Number of people = DISTINCTCOUNT('Table'[Customer Key])Then create a table visual like below:
If I misunderstand your demands, please feel free to contact us in time.
Best regards,
Yadong Fang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
Thanks for your reply - unfortunately it's not what I am looking for. What I need is to show is (obviously fictious numbers):
10,000 people applied for EP99999P for Step 1, Choice 1
of those 10,000, 5,000 applied for anything at Step 1, Choice 2
of those 10,000, 3,000 applied for anything at Step 1, Choice 3
of those 10,000, 1,000 applied for anything at Step 1, Choice 4
of those 10,000, 6,000 applied for anything at Step 2, Choice 1
of those 10,000, 4,500 applied for anything at Step 2, Choice 2
of those 10,000, 3,400 applied for anything at Step 2, Choice 3
of those 10,000, 100 applied for anything at Step 2, Choice 4
of those 10,000, 9,000 purchased something at Step 3
Does that make more sense?
I would like to change the initial selection of what they applied for so that I can show this information for other products as well.
Thank you!
I think v-yadongf-msft suggestion is what you need, albeit with a different visual layout (a Matrix visual with Product, Step and Choice as rows; Success as columns - or a measure filtering out the "unsuccessful")
I've attached a sample PBIX file
Thanks for the help, but it's still not working as I expect. The issue is that when I'm doing the distinct count, it's only counting when someone has applied for that specific product for any of the steps and choices, not when someone has applied for that specific product for step 1, choice 1 and ANYTHING ELSE for the remaining steps.
This is when I select EP99999P from the splicer
Since EP99999P is only available at Step 1, Choice 1, it's only showing the customers who applied for that product. I need it to show everyone who applied for that product then how many of those initial applicants took an action and successive steps...
