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AlexMarson's avatar
AlexMarson
Frequent Visitor
7 years ago

Retention per Fiscal Year

I haven't been able to figure out how to calculate Client Retention thru Fiscal Years and was hoping you could help me out, please?   Sample data here.   I have searched and found other similar t...
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TeigeGao's avatar
TeigeGao
Icon for Solution Sage rankSolution Sage
7 years ago

Hi AlexMarson,

Unfortunately, I have no permission to access your Sharepoint file, I would suggest you sharing your sample data and expected result to us for analysis. You'd better explain the "Retention per Fiscal Year" here.

Best Regards,

Teige

AlexMarson's avatar
AlexMarson
Frequent Visitor
7 years ago

Apologies Teige,

 

Here is the data:

 

CustomerID+UserIDInvoiceDateFiscal Year
1000772hm-692802017-09-13FY18
1000772hm-692802018-09-18FY19
1002798AK-518492017-01-23FY17
1002798AK-518492018-01-23FY18
990270MS-597382016-08-22FY17
990270MS-597382017-08-18FY18
990270MS-597382018-08-22FY19
990274FO-86782017-02-09FY17
990274FO-86782018-02-15FY18
990274FO-86782019-01-30FY19
990274IO-169882016-02-15FY16
990274IO-169882017-01-30FY17
990274IO-169882018-04-29FY18
990274IO-169882019-01-30FY19
990274IO-865402016-02-15FY16
990274IO-865402017-01-30FY17
990274IO-865402018-04-29FY18
990274IO-865402019-01-30FY19
777274FO-86782017-02-09FY17
777274FO-86782019-01-30FY19

 

Thank you for your time.
Alex

  • TeigeGao's avatar
    TeigeGao
    Icon for Solution Sage rankSolution Sage
    7 years ago

    Hi AlexMarson ,

    Could you please tell us how to calculate your "Retention per Fiscal Year", any example will be helpful.

    Best Regards,

    Teige

    • AlexMarson's avatar
      AlexMarson
      Frequent Visitor
      7 years ago

      Hi Teige,

       

      Basically, I want to calculate how many clients were retained from the previous FY purchases.

       

      Thank you.