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Marvhall
Helper I
Helper I

Need help calculating for a matrix

Good afternoon,

 

I am looking to update a calculated column with different values (New user based on ID, Existing user (based on ID)), number users ended service (date column), and the number of users re-enrolled (date column).

Currently I have this calculated column formula:

 

Customer Profile = 

var CustomerID = 'table'[ID]

var MonthIndex = 'table'[Month Index]

var PreviousCount = Calculate(Countrows('table'), FILTER(ALL('table'), 'table'[ID]' = CustomerID && 'table[month Index] < Monthndex ) )

 

Return

 

IF( PreviousCount > 0, "Previous Customer,", "New Customer")

 

I can't figure out how to add the other measures to this profile. If I put them in separately, they don't show up as rows or they show up as a hierarchy to New and Previous customers.

 

Thanks in Advance!

1 ACCEPTED SOLUTION
amitchandak
Super User
Super User

@Marvhall , refer if my logic os using isblank with previous period can help

 

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retenti...

 

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

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View solution in original post

2 REPLIES 2
amitchandak
Super User
Super User

@Marvhall , refer if my logic os using isblank with previous period can help

 

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retenti...

 

 

If this does not help
Can you share sample data and sample output in table format? Or a sample pbix after removing sensitive data.

Full Power BI Video 20 Hours YouTube
Microsoft Fabric Series 60+ Videos YouTube
Microsoft Fabric Hindi End to End YouTube

Thank you, I took some of your logic and made it into this:

I created an index column because the customer ID is repetative monthly:

Index = RANKX (FILTER ( 'Table 1', EARLIER('Table 1'[Customer_ID]) = 'Table 1'[Customer_ID]), 'CTable 1'[YearMonth], , ASC)

 

Then based the profile off the index numbers.

 

_Customer Profile =
varCustomerID = 'Table 1'[Customer_ID]
var MonthIndex = 'Table 1'[_Month Index]
var previousCount = CALCULATE(COUNTROWS('Table 1'), FILTER(ALL('Customer_ID'),'Table 1'[Customer_ID] = CustomerID && 'Table 1'[_Month Index]))
RETURN

IF( NOT ISBLANK('Table 1'[Customer_End_Date]), "Customer Quit",
IF( 'table 1'[Index] = 1, "New Customer",
IF('Table 1'[Index] =2, "Previous Customer", "Same Customer")
             )
       )
)

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