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MichaelSamiotis's avatar
MichaelSamiotis
Icon for Resolver I rankResolver I
3 years ago
Solved

Repeating Customers with criteria

Hello all,   I hope you are well and thank you very much in advance for any advice on the below.   I have a table containing Shop,City,Product_id,Purchase_date. I want to count how many customers...
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  • Anonymous's avatar
    Anonymous
    3 years ago

    It is now resolved with the following:

    RETURN
            CALCULATE(COUNTROWS (
                FILTER (
                    UniqueCustomersTable,
                    SELECTEDVALUE ( 'Fact Sales'[Product_ID] ) = [Product_ID]
                )
            ))
amitchandak's avatar
amitchandak
Icon for Super User rankSuper User
3 years ago

MichaelSamiotis , refer if this approach can help  , use datesytd

 

You can have measure this year vs last year using these

 

YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD('Date'[Date],"12/31"))
Last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-1,Year),"12/31"))
This year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR('Date'[Date]),"12/31"))
Last year Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(ENDOFYEAR(dateadd('Date'[Date],-1,Year)),"12/31"))
YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),previousyear('Date'[Date]))
Last to last YTD Sales = CALCULATE(SUM(Sales[Sales Amount]),DATESYTD(dateadd('Date'[Date],-2,Year),"12/31"))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),dateadd('Date'[Date],-1,Year))
Year behind Sales = CALCULATE(SUM(Sales[Sales Amount]),SAMEPERIODLASTYEAR('Date'[Date]))

 

 

 

Customer Retention Part 1:
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/ba-p/1361529
Customer Retention Part 2: Period over Period Retention :https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-2-Period-over-Period-Retention/ba-p/1377458

 

Customer Retention Part 5: LTD Vs Period Retention
https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-5-LTD-and-PeriodYoY-Retention-is-only/ba-p/2114497

 

Customer Retention with Dynamic Segmentation, New/Lost/Retain Customer Count: https://youtu.be/EyL7KMw877Q

 

 

Time Intelligence, Part of learn Power BI https://youtu.be/cN8AO3_vmlY?t=27510
Time Intelligence, DATESMTD, DATESQTD, DATESYTD, Week On Week, Week Till Date, Custom Period on Period,
Custom Period till date: https://youtu.be/aU2aKbnHuWs&t=145s

MichaelSamiotis's avatar
MichaelSamiotis
Icon for Resolver I rankResolver I
3 years ago

amitchandak this is a different question and not a YTD exactly. From the last years distinct customers that bought from a specific store, and city, count if the same customer has returned this year (count as 1 no matter how many times has he bought this product as long as it is the same product in the same city in the same store) and also include any future sales that migh have in place e.g. for subscriptions that are beyond this year.