Renewal rates

[Andy6001]

Hi,

I'm trying to work out customer renewal rates, but the way in which our records are stored is making this tricky with Power BI.

Each customer has a unique User ID, but some customers will have more than one Card ID (i.e. they have renewed). Each card also has a card status. Therefore, I'm trying to identify all users who have had an expired card (card status 10) and now have a new card (card status 6). The problem is that each card is stored on a seperate row. The following is an approximation of what I'm looking at:

User ID	Card ID	Cardstatus	Purchase Date	Expiry Date
1	1234	10	01/05/2018	30/04/2019
1	5678	6	01/05/2019	30/04/2020

On the face of it looks like it should be simple but I've spent weeks trying to do it and nothing works.

Here's what I've tried:

1. CALCULATE(COUNTAX(CardTable, [User ID]), FILTER(CardTable, [Cardstatus]=10&&[Cardstatus]=7))

(I've tried many different methods of achieving similar)

2. Creating a new table where count of User Ids is more than 1, but that doesn't seem to work properly and the format of the 1's returned by an IF statement are text rather than a number.

3. Counting user id's where there is [time purchased]>[Expiry Date]

I cannot get any of these to work. I don't know if my method is flawed, or my DAX, or both, but I'm tearing my hair out with it. Any suggestions would be gratefully received.

Thanks,

Andy

[Zubair_Muhammad]

@Andy6001 

What is your desired form of result?

I mean do you  need

the Count of those users,

or

Names of those users

Do you need it in a Table or a MEASURE?

If you need MEASURES, try these

Count_Of_Users =
COUNTROWS (
    FILTER (
        VALUES ( CardTable[User ID] ),
        CALCULATE ( DISTINCTCOUNT ( CardTable[Card ID] ) ) > 1
    )
)

Names_of_users =
CONCATENATEX (
    FILTER (
        VALUES ( CardTable[User ID] ),
        CALCULATE ( DISTINCTCOUNT ( CardTable[Cardstatus] ) ) > 1
    ),
    [User ID],
    UNICHAR ( 10 )
)

[vbisen]

Hi
you can create new measure in the same table (CardTable) 

Measure_Name = DISTINCTCOUNT(CardTable[CardStatus])

then 
Add Filter for Measure_Name > 1 in your list/table having User ID as single column.. you will get all user ID who have more than 1 record in your table

let me know if that's what you wanted

[Andy6001]

Thank you for your reply,

I'm try to get an output that looks like so:

Month	% of cards renewed
Jan-19	40%
Feb-19	38%
Mar-19	37%

I think the way to go is to create a table of all of the [user IDs] who have had a card during a specific period, say Jan-18 (which means that their cards would expire Jan-19) and then review that list of user IDs to see which ones now have a new card (with a status of 6) from Jan-19 onwards. 

In short, what percentage of people who originally bought a card in Jan-18 have since renewed. 

I tried the following to give me a table of cards with a particular puchase date but I get the error

"A table of multiple values was supplied where a single value was expected." back.

Table = 
ADDCOLUMNS(
  
        Cards, 
        "Expired Cards", 
        DATESBETWEEN(Cards[timePurchased].[Date], DATE(2014,1,1), DATE(2014,1,31)))

[vbisen]

Hi
can you confirm if this is waht you are looking for

[Zubair_Muhammad]

@Andy6001 

Try this MEASURE

Measure =
VAR myusers =
    CALCULATETABLE ( VALUES ( CardTable[UserID] ), CardTable[CardStatus] = 6 )
VAR UsersInPrevMonths =
    CALCULATETABLE (
        VALUES ( CardTable[UserID] ),
        FILTER (
            ALL ( CardTable ),
            CardTable[PurchaseDate] < MIN ( CardTable[PurchaseDate] )
                && CardTable[CardStatus] = 10
        )
    )
RETURN
    DIVIDE (
        COUNTROWS ( INTERSECT ( myusers, UsersInPrevMonths ) ),
        DISTINCTCOUNT ( CardTable[UserID] )
    )

[Zubair_Muhammad]

@Andy6001 

I get this result.

Please see attached file with your sample data and MEASURE

[Andy6001]

Hi vbisen,

That is exactly the output I'm looking for. 

If you could share how you got from your inital MEasure to there it would be greatly appreciated!

Thanks,

Andy

[vbisen]

Hi Andy

Great.

Here are the steps i followed:

1. Create a New Table (Date) based on available dates in CardTable

Date = CALENDAR(MIN(CardTable[PurchaseDate]), MAX(CardTable[ExpiryDate]))

2. Define relationship between CardTable and Date table based on CardTable.PurchaseDate and Date.Date columns

3. Create following Measure in Date table

Measure4 =

CALCULATE(COUNT(CardTable[UserID]), CardTable[CardStatus] <> 10)/CALCULATE(count(CardTable[UserID]))

Hope this will solve your issue.

[Zubair_Muhammad]

HI @Andy6001 

This looks very much doable.

Please copy paste some sample data (Copiable format) and  expected results from that sample data.  
This way contributors can attempt a solution and match their results.