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Frequent Visitor

RFM Score and filtering different categories

I want to creat an RFM of all my clients but at the same time recalculate the score when filtering the sales categories.

I have a data based that has;

• Client_ID
• Client_Name
• Category_ID
• Material
• Transaction_date
• Amount

For the the RFM values I'm using the these measures;

Recency = DATEDIFF(MAX(Sales [Transaction_date]), TODAY(), DAY)
Frecuency = DISTINCTCOUNT(Sales [Transaction_date])
Monetary = SUM(Sales[Amount])

I created another table summarizing my client ID and the RFM value
RFM = SUMMARIZE
(
Sales, Sales[Client_ID],
Sales[Client_ID],
"R Value", [Recency],
"F Value", [Frecuency],
"M Value", [Monetary])

Since I want to rank them according to their percentile, I created a calculated column for the rank
Nivel Rt = SWITCH (
TRUE (),
[R value] <= PERCENTILE.INC ( RFM[R Value], 0.20 ), "5",
[R value] <= PERCENTILE.INC ( RFM[R Value], 0.40 ), "4",
[R Value] <= PERCENTILE.INC ( RFM[R Value], 0.60 ), "3",
[R value] <= PERCENTILE.INC ( RFM[R Value], 0.80 ), "2",
"1"
)

Doing all these I can get an RFM score for all my clients. However, if I try to filter my categories of sales the score doesn't change or recalculates itself. what it does. it's filter the amount of clients of that category and it gives them the same score. Any help appreciated.
5 REPLIES 5
Solution Sage

@TapiaMercasid Provide samples of your data

__________________________________________

Thank you for your like and decision

__________________________________________

Greetings from Ukraine

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Frequent Visitor

I don't know the most efficient way to share this data, so here I share a wetransfer link.

https://we.tl/t-TawCXNgBql

Best regards,

Community Support

Can you provide sample data for testing? Sensitive information can be removed in advance. What kind of expected results do you expect? You can also show it with pictures or Excel. I look forward to your response.

Best Regards,

Community Support Team _Charlotte

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Frequent Visitor

Hello @v-zhangti I don't know if the data I provided can help. I can also share the pbix file and the data. let me know. I'm really trying to solve this issue.

Frequent Visitor

I don't know the most efficient way to share this data, so here I share a wetransfer link.

https://we.tl/t-TawCXNgBql

Best regards,