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anandav's avatar
anandav
Skilled Sharer
6 years ago

RFM classification help

Hi,

I am trying to do a RFM segmentation example for the marketing team.

I am able to do the segmentation using measures. Please see the sample file here.

My requirements:

1. Need to be able to summarise the customer counts by RFM Classification.

Champions

1

New

4

Loyal

4

Hibernating

6

Lost

1

2. Need to be able to calculate which product/category drives the largest volume of sales for a given RFM Classification category.

 

Questions:

  1. Would it be better to move the logic of classification to database table? or Power Query/M?
  2. Would it be better to move the logic of classification to Power Query/M?
  3. Can the requirements be satisfied if I create Summary table (Summaize) in Power BI?

 

The actual data will have millions of Customers and millions of rows of transactions for any given month. Therefore I am looking for what will be the efficient approach.

Any suggestion would be greatly appreciated.

 

If the requirements can be done in PBI, I would greatly appreciate if anyone could show this in the attached file.

 

Thanks in advance.

Need Help

2 Replies

  • az38's avatar
    az38
    Community Champion
    6 years ago

    anandav 

    I think the best technique would be to "Split by delimiter" in Power QUery mode and get RFM Classification from cstRFMClassification field

    and next there are 2 option:

    1. simple scenario - just add Classification in visual and the second field "Classification" aggregated by Count (visual settings in visualization pane)

    2. SUMMARIZE('Table';[RFM Classification];"Count";Count([RFM Classification]))

     

    do not hesitate to give a kudo to useful posts and mark solutions as solution

  • adudani's avatar
    adudani
    Memorable Member
    3 years ago

    Hi anandav ,

     

    I am trying to achieve something similar. 

     

    I am curious about the output of the performance of your measures and what approach you took.

     

    Link to the post for what I am trying to achieve with this segmentation.

    https://community.powerbi.com/t5/Desktop/RFM-Analysis-F-amp-M-metric-grouping-along-with-Visual/m-p/3047732

    Any insight would greatly be appreciated.

     

    Please let me know if you'd like additional information

     

    Thanks in advance.