Forum Discussion

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 topics here but I can't make them work with my Fiscal Year column (FYxx).

 

Thank You in advance.

Need Help

4 Replies

  • TeigeGao's avatar
    TeigeGao
    Solution 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
        Solution 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