RFM classification help

[anandav]

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.

[adudani]

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.

[az38]

@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