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!
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!
If you want to use measures, here is one way (with the independent product selection table - same model as I posted previously)
Customer retention =
VAR _List =
CALCULATETABLE (
VALUES ( 'fTable'[Customer Key] ),
FILTER (
ALL ( fTable ),
'fTable'[Product] = SELECTEDVALUE ( 'Product Sel'[SelProduct] )
&& ( 'fTable'[Step #] ) = 1
&& fTable[Choice] = 1
)
) // Creates a table of all customer keys which have bought the selected product at step 1 and choice 1
VAR _Cust =
VALUES ( 'Dim Customer'[dCustomer Key] ) //lists customer keys
VAR _FiltCust =
INTERSECT ( _Cust, _List ) //Creates a table where the customer key is present in the _list table
VAR _Result =
CALCULATE ( DISTINCTCOUNT ( fTable[Customer Key] ), _FiltCust ) // Calculates the distinctcount of customers present in _FiltCust table
RETURN
_Result
Other =
VAR _List =
CALCULATETABLE (
VALUES ( 'fTable'[Customer Key] ),
FILTER (
ALL ( fTable ),
'fTable'[Product] <> SELECTEDVALUE ( 'Product Sel'[SelProduct] )
&& ( 'fTable'[Step #] ) = 1
&& fTable[Choice] = 1
)
)
VAR _Cust =
VALUES ( 'Dim Customer'[dCustomer Key] )
VAR _FiltCust =
INTERSECT ( _Cust, _List )
VAR _Result =
CALCULATE ( DISTINCTCOUNT ( fTable[Customer Key] ), _FiltCust )
RETURN
_Result
I've attached the new file