Retention per Fiscal Year

[AlexMarson]

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.

[TeigeGao]

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]

Apologies Teige,

Here is the data:

CustomerID+UserID	InvoiceDate	Fiscal Year
1000772hm-69280	2017-09-13	FY18
1000772hm-69280	2018-09-18	FY19
1002798AK-51849	2017-01-23	FY17
1002798AK-51849	2018-01-23	FY18
990270MS-59738	2016-08-22	FY17
990270MS-59738	2017-08-18	FY18
990270MS-59738	2018-08-22	FY19
990274FO-8678	2017-02-09	FY17
990274FO-8678	2018-02-15	FY18
990274FO-8678	2019-01-30	FY19
990274IO-16988	2016-02-15	FY16
990274IO-16988	2017-01-30	FY17
990274IO-16988	2018-04-29	FY18
990274IO-16988	2019-01-30	FY19
990274IO-86540	2016-02-15	FY16
990274IO-86540	2017-01-30	FY17
990274IO-86540	2018-04-29	FY18
990274IO-86540	2019-01-30	FY19
777274FO-8678	2017-02-09	FY17
777274FO-8678	2019-01-30	FY19

Thank you for your time.
Alex

[TeigeGao]

Hi @AlexMarson ,

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

Best Regards,

Teige

[AlexMarson]

Hi Teige,

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

Thank you.