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Helper III

Monthly running conversion

Good Morning,

So im looking for a way to calculate a rolling monthly conversion:

I have two fields as part of a larger date set [date ref] (inital approach) and then [date sold] (the date of sale)

So what i would like to do is know the % of customers that buy in month 0 (same calendar month) month 1 or month 2.

But this should be accumulative so month 1 would be month 0 +month 1 and month 2 would be Month 0 + 1 + 2

So for example 100 new customers this month of which 60 buy this month, 15 buy next month and 10 the following month:

Month 0 = 60%

Month 1 = 75%
Month 2 = 85%

Any Help would be greatly appreciated.

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Super User

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6 REPLIES 6
Community Support

I really want to help you but your screenshot is in the form of a matrix. It is difficult for us to imagine what your original data looks like. Can you share some sample fake data and your desired result? So we can help you soon.

Best Regards

Janey Guo

Helper III

Sorry it took so long:

Super User

Proud to be a Super User!

Helper III

perfect!!

Super User

@sovereignauto , Please refer to my blog and use how I have done monthly calculation, You can use cumulative revenue

Customer Retention Part 3: Period Of Stay – Cohort Analysis: https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-3-Period-Of-Stay-Cohort-Anal...

divide(

calculate(sum(Table[revenue]), filter(all('Customer Age bucket'), [Age] <=max([Age])),

calculate(sum(Table[revenue]), all('Customer Age bucket')))

or

divide(

calculate(sum(Table[revenue]), filter(allselected('Customer Age bucket'), [Age] <=max([Age])),

calculate(sum(Table[revenue]), allselected('Customer Age bucket')))

Helper III

Thank you for this but for some reason i just cant seem to apply it to my Data.

There are records where we may have a customer register but never make a sale.

I have a Column for the Datediff in my dataset and have not created the secondary Month table as i dont need it to say "month 1" just "1" will be fine.

so on the matrix I added "converted month" as the Column and "new customer date"  as the rows, and if i add a "count" in i get the right data example below:

So how do i get that now as a conversion figure so "blanks" i will deal with after as thats potential sales but month "0" should show as a % of the row total and then month "1" should show as a % of the row total where its 0 and 1 added together so in May its 218 / 537 = 40% for month 1

im thinking somthing like but i dont know how to get the month-in-matrix part.

Divide( countx(filter('sale',[sale month] < month-in-matrix), sale[ref])),
count(sale[ref]))

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