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Anonymous's avatar
Anonymous
Not applicable
6 years ago
Solved

Help with solution for multiple criteria

Hi!

I am pretty new in power-bi and need help with a formula and logic for a customer analysis. Since I couldn't find any similar issue in the forum I try to explain my situation below.

 

The company I work for run 3 different brands, lets call them lens1, lens2, and lens3. What I now need to get a grip of is (1) how many customers as we have in each brand (witin the same market), (2) how many customers that belongs to more than one brand, and also (3) whithin which brand the latest purchase took place.

 

Sample data is attached below: 

Sales table

Brand_keymarket_keycustomer_keyorder_numberorder_datelatest_order_date
111123100109-jan-1810-dec-19
111123102010-dec-1910-dec-19
211123110005-jan-1705-jan-17
311123120020-jun-1820-jun-18
114125120111-jan-2011-jan-20
114126120212-jan-2012-jan-20
214125120502-feb-2002-feb-20
314127120610-mar-2010-mar-20
112128120710-mar-2010-mar-20
212129120810-jun-2010-jun-20
312129120910-jul-2010-jul-20
114130121010-aug-2010-aug-20
214130121111-aug-2011-aug-20
114131121212-aug-2012-aug-20
212132121310-jul-2010-jul-20
113133100510-aug-1710-jun-20
113133121510-jun-2010-jun-20
213133122005-jun-1905-jun-19
313133122511-mar-1911-mar-19

 

Brand table

Brand_keyBrand_name
1lens1
2lens2
3lens3

 

Market table

Market_keyMarket_NAME
11FINLAND
12DENMARK
13NORWAY
14SWEDEN

 

Customer table

CUSTOMER_KEYCUSTOMER_EMAIL
123[email protected]
125[email protected]
126[email protected]
127[email protected]
128[email protected]
129[email protected]
130[email protected]
131[email protected]
132[email protected]
133[email protected]

 

To be mention is that last order date within the sales table is a calculated column based brand, market, and customer key. The latest order date will always be max.

 

Expected output from sample data:

Total no customers in lens 1

7

Total no customers in lens 2

6

Total no customers in lens 3

4

Customers purchased in both lens1&lens2 (in same market)

4

Customers purchased in both lens1&lens3 (in same market)

2

Customers purchased in both lens2&lens3 (in same market)

3

Customer purchased in lens1&lens2 with latest purchase in lens1 (in same market)

2

Customer purchased in lens2&lens3 with latest purchase in lens2 (in same market)

1

Customer purchased in lens1&lens3 with latest purchase in lens1 (in same market)

2

 

Explanation in words 

The following three questions need to be answered:

 

(1) What is the total number of customers for each brand?

First I need to understand how many customers I actually have for each brand. The brand is here called lens1, lens2, lens3. 

 

(2) How many customers belongs to more than one brand?

When I know the answer of (1), I need to undertand how many customers that are customers/ have purchased from another brand as well. For example, no customer in lens1 & lens2 are in this sample data 4. 

 

(3) Within which took the latest purchase place?

When knowing which customers that belongs to more than one brand (2), I need to undertand where the latest purchase took place. For example, customers in both lens1 &lens2 where the latest purchase was in lens1 is in the sample data 2. 

 

Hope that someone has the an idea of how to to this - Thanks in advance!

Need Help
  • Icey's avatar
    Icey
    6 years ago

    Hi Anonymous ,

     

    How about this?

     

    1. Create measures.

     

    Customers purchased more brand = 
COUNTROWS (
    FILTER (
        VALUES ( Sales[customer_key] ),
        COUNTROWS (
            INTERSECT (
                CALCULATETABLE ( VALUES ( Sales[Brand_key] ) ),
                VALUES ( Brand[Brand_key] )
            )
        )
            = COUNTROWS ( VALUES ( Brand[Brand_key] ) )
    )
)

    Customers purchased more brand 2 = 
VAR MinBrandKey =
    MIN ( Brand[Brand_key] )
VAR t =
    SUMMARIZE (
        FILTER (
            ADDCOLUMNS (
                Sales,
                "Last_", CALCULATE (
                    MAX ( Sales[latest_order_date] ),
                    FILTER (
                        ALLSELECTED ( Sales ),
                        Sales[market_key] = MAX ( Sales[market_key] )
                            && Sales[customer_key] = MAX ( Sales[customer_key] )
                    )
                )
            ),
            [Last_] = [latest_order_date]
                && [Brand_key] = MinBrandKey
        ),
        [customer_key]
    )
RETURN
    COUNTROWS (
        FILTER (
            t,
            COUNTROWS (
                INTERSECT (
                    CALCULATETABLE ( VALUES ( Sales[Brand_key] ) ),
                    VALUES ( Brand[Brand_key] )
                )
            )
                = COUNTROWS ( VALUES ( Brand[Brand_key] ) )
        )
    )
    Customers purchased more brand and latest order date in min selected brand =
SUMX ( VALUES ( Sales[customer_key] ), [Customers purchased more brand 2] )

    Title 1 =
IF (
    COUNTROWS ( VALUES ( Brand ) ) = 1,
    "Total no customers in " & SELECTEDVALUE ( Brand[Brand_name] ),
    "Customers purchased in "
        & CONCATENATEX ( VALUES ( Brand[Brand_name] ), [Brand_name], " & " ) & " (in same market)"
)

    Title 2 = 
IF (
    COUNTROWS ( VALUES ( Brand ) ) = 1,
    "Total no customers in " & SELECTEDVALUE ( Brand[Brand_name] ),
    "Customer purchased in "
        & CONCATENATEX ( VALUES ( Brand[Brand_name] ), [Brand_name], " & " ) & " with latest purchase in "
        & MIN ( Brand[Brand_name] ) & " in same market"
)

    Total no. customers = DISTINCTCOUNT(Sales[customer_key])

     

     

    2. Create visuals.

     

    3. Test.

     

    BTW, .pbix file attached.

     

     

    Best Regards,

    Icey

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

2 Replies

  • Fowmy's avatar
    Fowmy
    Super User
    6 years ago

    Anonymous 

    I worked out a solution but I was not sure about the last question, please check.

    You can download the file: HERE



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  • Icey's avatar
    Icey
    Community Support
    6 years ago

    Hi Anonymous ,

     

    How about this?

     

    1. Create measures.

     

    Customers purchased more brand = 
COUNTROWS (
    FILTER (
        VALUES ( Sales[customer_key] ),
        COUNTROWS (
            INTERSECT (
                CALCULATETABLE ( VALUES ( Sales[Brand_key] ) ),
                VALUES ( Brand[Brand_key] )
            )
        )
            = COUNTROWS ( VALUES ( Brand[Brand_key] ) )
    )
)

    Customers purchased more brand 2 = 
VAR MinBrandKey =
    MIN ( Brand[Brand_key] )
VAR t =
    SUMMARIZE (
        FILTER (
            ADDCOLUMNS (
                Sales,
                "Last_", CALCULATE (
                    MAX ( Sales[latest_order_date] ),
                    FILTER (
                        ALLSELECTED ( Sales ),
                        Sales[market_key] = MAX ( Sales[market_key] )
                            && Sales[customer_key] = MAX ( Sales[customer_key] )
                    )
                )
            ),
            [Last_] = [latest_order_date]
                && [Brand_key] = MinBrandKey
        ),
        [customer_key]
    )
RETURN
    COUNTROWS (
        FILTER (
            t,
            COUNTROWS (
                INTERSECT (
                    CALCULATETABLE ( VALUES ( Sales[Brand_key] ) ),
                    VALUES ( Brand[Brand_key] )
                )
            )
                = COUNTROWS ( VALUES ( Brand[Brand_key] ) )
        )
    )
    Customers purchased more brand and latest order date in min selected brand =
SUMX ( VALUES ( Sales[customer_key] ), [Customers purchased more brand 2] )

    Title 1 =
IF (
    COUNTROWS ( VALUES ( Brand ) ) = 1,
    "Total no customers in " & SELECTEDVALUE ( Brand[Brand_name] ),
    "Customers purchased in "
        & CONCATENATEX ( VALUES ( Brand[Brand_name] ), [Brand_name], " & " ) & " (in same market)"
)

    Title 2 = 
IF (
    COUNTROWS ( VALUES ( Brand ) ) = 1,
    "Total no customers in " & SELECTEDVALUE ( Brand[Brand_name] ),
    "Customer purchased in "
        & CONCATENATEX ( VALUES ( Brand[Brand_name] ), [Brand_name], " & " ) & " with latest purchase in "
        & MIN ( Brand[Brand_name] ) & " in same market"
)

    Total no. customers = DISTINCTCOUNT(Sales[customer_key])

     

     

    2. Create visuals.

     

    3. Test.

     

    BTW, .pbix file attached.

     

     

    Best Regards,

    Icey

     

    If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.