Forum Discussion
Help with Customer Behavior Tracking
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!
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...
In that case try the following...
I've set up the model with dimension tables for the main fields and another disconnected table for products to use as the slicer:Create a measure to calculate the number of products:
Number of products = DISTINCTCOUNT(fTable[Product])Create a measure to filter the customers who have purchased the selected product to use as a filter for the customer dimension in the filter pane:
Products from selection = VAR _CustList = CALCULATETABLE ( VALUES ( 'fTable'[Customer Key] ), fTable[Product] IN VALUES ( 'Product Sel'[SelProduct] ) ) RETURN COUNTROWS ( _CustList )Set up the matrix with fields from the dimension tables: Customer, Step, Choice, Product and success. In the filter pane, select the filter for the customer dimension, select TopN from the dropdown, input 1 and add the [Products from selection] measure:
I've attached the sample PBIX file
