Perform Calculation at Specified Level - Customer Churn

HI Anonymous ,

You can try to use following measure to check current row status:

Measure =
VAR currDate =
    MAX ( Table[Date] )
VAR LYDate =
    DATE ( YEAR ( currDate ) - 1, MONTH ( currDate ), DAY ( currDate ) )
VAR LYPurchased =
    CALCULATE (
        COUNTROWS ( Table ),
        FILTER (
            ALLSELECTED ( Table ),
            FORMAT ( Table[Date], "mm/yyyy" ) = FORMAT ( LYDate, "mm/yyyy" )
        ),
        VALUES ( Table[Product Group_cd] ),
        VALUES ( Table[Location_Channel_cd] ),
        VALUES ( Table[AssignedSalesPersonName] )
    )
VAR prevDate =
    CALCULATE (
        MAX ( Table[Date] ),
        FILTER ( ALLSELECTED ( Table ), [Date] < currDate ),
        VALUES ( Table[Product Group_cd] ),
        VALUES ( Table[Location_Channel_cd] ),
        VALUES ( Table[AssignedSalesPersonName] )
    )
RETURN
    IF (
        LYPurchased > 0,
        IF (
            FORMAT ( prevDate, "mm/yyyy" ) = FORMAT ( currDate, "mm/yyyy" ),
            "Retained",
            "Lost"
        ),
        "New Customer"
    )

If above not help, please share some sample data for test.

Regards,

Xiaoxin Sheng