Show filtered count on card visualization for customer churn dashboard

[benjaminhoang]

Hey Everyone,

I have been killing my brain over this for several hours. I am trying to show lost customers that are Active,Non Active on two different cards and customer that are new and not new on another 2 different cards. I have created measures below in the table to populate this data from data period selected but I dont know how and I cant find how to show these amounds on the cards.

[PaulDBrown]

@benjaminhoang

From the data you have posted, you have to create a measure which Filters your Customer set by the "Lost Customers" measure (or the "New Customers", depending on the target calculation), AND filter by whatever function/expression you are using to establish the "period" selected.
Without knowing the details of your model (tables and relationships), nor the measures you are using in the table you have posted, let me have a wild guess...
Something along the lines of (assuming you have a customer table with unique ID for each customer as a lookup table for you model):

Active lost customers = 

VAR ActiveLostCustomers = FILTER('customer table',
                          [lost customers] = "ACTIVE")

VAR selectedperiod = <<whatever FILTER expression you are using to establish the dates 
			filtered as selected by "period" in slicer>>

RETURN

CALCULATE(DISCTINCOUNT('customer table' [customer id]),
ActiveLostCustomers, selectedperiod)

If this works, for the other variants just adapt the column reference and text comparison value in the first VAR expression so that it filters your target output.

EDIT: BTW, I'm assuming the number you want to display is the COUNT of customers. If what you need is a different calculation, substitute the "DISCTINCOUNT('customer table' [customer id])" in the measure with whatever measure you need.

[benjaminhoang]

Im sorry I am super newbie and being their is no customer table because the measure is not part of a table what do I do?

[PaulDBrown]

@benjaminhoang

Can you post a screenshot of the relationships pane with your tables "expanded" so we can see the columns included in each?

What measure/expression are you using to filter your table based on the  selection in the period slicer? Which column is the customer column in your table? 

[benjaminhoang]

To filter the table I am using another table which just list the different date ranges. The card beside the drop down list is using this expression

Selected Period = IF(COUNTROWS(Period)=1,
MAX(Period[Period]),
BLANK()
)

We consider IMC to be our customers which is in the table but the other measures are just filtering the IMC based on the dates.

[v-yulgu-msft]

Hi @benjaminhoang,

Is there a relationship between 'PERIOD' table and 'DISPATCH' table? If so, when you select an item from period slicer, the table visual will be filtered automatically, right?

Please try this similar measure:

Active customer =
CALCULATE (
    DISTINCTCOUNT ( DISPATCH[IMC] ),
    FILTER ( DISPATCH, DISPATCH[Lost Customers] = "ACTIVE" )
)

Besides,  it would be better you could show us the data structure in original dataset. How to Get Your Question Answered Quickly

Best regards,

Yuliana Gu

[PaulDBrown]

@benjaminhoang

This video from Enterprise DNA mght provide some insights:

How to count new customers in a selected time period

[benjaminhoang]

Hey @PaulDBrown,

I actually built out everything I wanted I just need to show the total on the card for each category.