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abloor's avatar
abloor
Icon for Helper IV rankHelper IV
6 years ago
Solved

New/Returning/Lost Customers

Hi, I need to create a report that shows which clients were New that month, which were Returning that month and which were Lost. It needs to be based on the selected Month in a slicer, not from 'to...
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  • Ashish_Mathur's avatar
    Ashish_Mathur
    6 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

Ashish_Mathur's avatar
Ashish_Mathur
Icon for Super User rankSuper User
6 years ago

Hi,

Share the link from where i can download your PBI file.

abloor's avatar
abloor
Icon for Helper IV rankHelper IV
6 years ago

Thanks for your time Ashish_Mathur 

I have created this data and PBIX - hopefully it's ok.  I feel like I need a measure or calc column to add into my matrix rows, above the client name, so the clients are grouped into New/Returning/Lost. However if this isn't possible I'd be happy with a simple table that can be filtered with a slicer for New/Returning/Lost.  Open to other ideas too of course.

 

https://1drv.ms/u/s!AvZLa7VG1kXrgUdAGdAYeHEMOSbS?e=4Shf6p

 

Expected Result if Sep 2019 is chosen in slicer:

 

NEW

  AAA

  BBB

  FFF

 

RETURNING

  CCC

  DDD

 

LOST

  EEE

  • Ashish_Mathur's avatar
    Ashish_Mathur
    Icon for Super User rankSuper User
    6 years ago

    Hi,

    You may download my PBI file from here.

    Hope this helps.

    • abloor's avatar
      abloor
      Icon for Helper IV rankHelper IV
      6 years ago

      Thank you very much Ashish_Mathur for taking the time to look into this for me.  It's much appreciated.

      I think I could definitely use what you've done to work out a solution to my issue so will add it to my main file tomorrow and see how I go.

       

      I'm trying to understand where you've put eg "ABCD", "EFGH" in the DAX, how that relates to anything and why it's needed to make it work? Can you please explain for a newbie? :smileyhappy:

       

      It's a bit different from what I was expecting to see, not sure if you can suggest an easy way to achieve this? (On top of the time you've already dedicated to this!!)

      I was hoping to have New/Returning/Lost in a slicer so we can filter to just see one at a time if desired.

      Also to be able to group the clients by N/R/L in a matrix hierarchy - hopefully that makes sense.

      And I was hoping not to count the clients, but see the total revenue figure instead of "1".

      Are these big asks?  

       

      Thanks again! You're a champ.

      • Ashish_Mathur's avatar
        Ashish_Mathur
        Icon for Super User rankSuper User
        6 years ago

        You are welcome.  Thank you for your kind words.  I cannot get N/R/L to be slicers.  For New and Returning, i have been able to compute the Revenue figures.  You can download my PBI file from here.

        Hope this helps.

    • VickyGul's avatar
      VickyGul
      Frequent Visitor
      3 years ago

      Hi Ashish_Mathur 

       

      I am looking for related help, but i am unable to download the sample pbix.

       

      I have sales sheet and Calendar.

      I created slicers of year and month name.

      I need that when i select the year or Month from slicers so table/visual shows the repeat, new customers sales and lost customers name.