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Anonymous
Not applicable

Net revenue retention - Last 12 months

Hi,

 

I'm new to Power BI and looking to create a NRR L12M overview and can't really wrap my head around it.

I've got the ARR "12 months ago", and Churn, Rewon, Expansion, and Contraction per month but dont know how to create the formula stated below.

 

Here's a sample of the data im dealing with

Christoffer_B_0-1670854562658.png

 

Ideally, i need this formula in dax:

(ARR 12 months ago +Sum of Expansion, Contraction, Churn and Rewon in the last 12 months) / ARR 12 months ago

 

Help would be much appreciated

 

Thanks in advance! 

1 REPLY 1
amitchandak
Super User
Super User

@Anonymous , You need measures like

 

Rolling 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],MAX('Date'[Date]),-12,MONTH))

 

Rolling 12 before 12 = CALCULATE(sum(Sales[Sales Amount]),DATESINPERIOD('Date'[Date],eomonth(MAX('Date'[Date]),-12),-12,MONTH))

 

Lost Customer This Period = Sumx(VALUES(Customer[Customer Id]),if(ISBLANK([Rolling 12) && not(ISBLANK([Rolling 12 before 12])) , 1,BLANK()))

New Customer This Period = Sumx(VALUES(Customer[Customer Id]),if(ISBLANK([Rolling 12 before 12]) && not(ISBLANK([Rolling 12])) , 1,BLANK()))

 

Retained Customer This Period = Sumx(VALUES(Customer[Customer Id]),if(not(ISBLANK([Rolling 12])) && not(ISBLANK([Rolling 12 before 12])) , 1,BLANK()))

 

 

refer

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retention/ba-p/1377458

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://www.youtube.com/watch?v=W4EF1f_k6iY

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