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!
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
Thank you again for the response. I tried what you laid out and I am still not figuring out how to get the aggregate I'm looking for. I am needing to go beyond a matrix of individual customer behavior and see the aggregate. I need to turn this into a visual for presentation, and I still can't get that to come together with the solutions presented.
Can you post a depiction of the expected outcome?
What I am looking for is customer retention based on what the customer applied for as their first choice. So, if they applied for EP99999P, I need to see how many of those people participated in the other steps of the process. The chart might look something like this:
When "EP99999P" is people who applied for that at A.1 and "Other" is people who applied for anything else at A.1. It does not matter WHAT they applied for at A.2 and further, the ONLY thing that matters is what they applied for at A.1.
Everything I've been able to create will not filter A.2-C.1 based on the choice for A.1, which is what I need.
Thanks!
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!