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.
Solved! Go to Solution.
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.
@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...
calculate(sum(Table[revenue]), filter(all('Customer Age bucket'), [Age] <=max([Age])),
calculate(sum(Table[revenue]), all('Customer Age bucket')))
calculate(sum(Table[revenue]), filter(allselected('Customer Age bucket'), [Age] <=max([Age])),
calculate(sum(Table[revenue]), allselected('Customer Age bucket')))
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])),
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